← All themes Data Centers & Digital Infrastructure

Power for AI

Power for AI covers the generators, turbines, transformers, and independent producers being contracted to feed new data center load. Electricity supply, not silicon, is now the binding constraint on capacity growth.

22 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
826	VWM Valley Wealth Managers Paramus, New Jersey	$683K	-$11.2K	1	0.08%	Reduced
827	Fidelity International Hamilton, Bermuda	$678K	+$667K	1	0%	New
828	VIA Virtus Investment Advisers Hartford, Connecticut	$676K	-$357K	1	0.07%	Reduced
829	DVM Dreman Value Management West Palm Beach, Florida	$675K	-$221K	2	0.38%	Reduced
830	NRS Neville Rodie & Shaw New York	$670K	-$15.5K	1	0.07%	Reduced
831	Azimuth Capital Management Bloomfield Hills, Michigan	$668K	-$7.77K	1	0.05%	Reduced
832	TSS Two Sigma Securities New York	$668K	+$680K	2	0.02%	Increased
833	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$667K	-$10.5K	2	0.09%	Reduced
834	DIA Denver Investment Advisors Denver, Colorado	$665K	-$848K	1	0.03%	Reduced
835	Tower Research Capital (TRC) New York	$663K	-$194K	4	0.09%	Reduced
836	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$662K	-$39.7K	1	0.09%	Reduced
837	Jacobs Levy Equity Management Florham Park, New Jersey	$661K	+$789K	1	0.01%	New
838	Salem Investment Counselors Winston Salem, North Carolina	$661K	$0	1	0.07%	Maintained
839	Busey Bank Urbana, Illinois	$658K	$0	1	0.08%	Maintained
840	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$658K	-$46.6K	1	0.41%	Reduced
841	Hudson Bay Capital Management Stamford, Connecticut	$651K	+$739K	1	0.01%	New
842	CCA Cobblestone Capital Advisors Rochester, New York	$647K	-$27.5K	1	0.06%	Reduced
843	CIBC World Market Toronto, Ontario, Canada	$644K	+$296K	2	0%	Increased
844	FCAG First Capital Advisors Group Little Silver, New Jersey	$637K	-$30.6K	1	0.4%	Reduced
845	Sageworth Trust Lancaster, Pennsylvania	$633K	$0	1	0.11%	Maintained
846	WI Wintrust Investments Chicago, Illinois	$633K	-$2.8K	1	0.15%	Reduced
847	PFC Phocas Financial Corp Alameda, California	$626K	+$616K	1	0.05%	New
848	SMC Smith, Moore & Co Clayton, Missouri	$626K	-$41.2K	1	0.17%	Reduced
849	LC LCNB Corp Lebanon, Ohio	$625K	-$12.8K	1	0.55%	Reduced
850	Wealthfront Palo Alto, California	$625K	+$26K	1	0.01%	Increased