← 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
851	HPBT High Point Bank & Trust High Point, North Carolina	$28K	$0	1	0.01%	Maintained
852	PSI Pinnacle Summer Investments Fairfax, Virginia	$28K	-$53.7K	1	0.01%	Reduced
853	RFA Reilly Financial Advisors La Mesa, California	$27K	$0	1	0.01%	Maintained
854	TCCM Timber Creek Capital Management Boston, Massachusetts	$27K	$0	1	0.02%	Maintained
855	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$26K	$0	1	0.01%	Maintained
856	IMS Index Management Solutions Philadelphia, Pennsylvania	$22K	+$21.5K	1	0.01%	New
857	Parallax Volatility Advisers San Francisco, California	$20K	+$18.5K	1	0%	New
858	RCM Rotella Capital Management Bellevue, Washington	$18K	-$27.2K	1	0.03%	Reduced
859	Gradient Investments Arden Hills, Minnesota	$14K	$0	1	0%	Maintained
860	MBT Monroe Bank & Trust Monroe, Michigan	$14K	$0	1	0.01%	Maintained
861	JFA JNBA Financial Advisors Bloomington, Minnesota	$12K	+$12K	1	0.01%	New
862	SFSIG San Francisco Sentry Investment Group San Francisco, California	$11K	+$10.2K	1	0%	New
863	SSB Sandy Spring Bank Olney, Maryland	$10K	-$5.31K	1	0%	Reduced
864	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$9K	$0	1	0%	Maintained
865	HMS Hanseatic Management Services Albuquerque, New Mexico	$9K	$0	1	0.01%	Maintained
866	Saturna Capital Bellingham, Washington	$9K	$0	1	0%	Maintained
867	CFSG Community Financial Services Group Newport, Vermont	$7K	$0	1	0%	Maintained
868	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$7K	+$6.72K	1	0%	New
869	HI Hudock Inc Williamsport, Pennsylvania	$5K	$0	1	0%	Maintained
870	SC StellarOne Corp Charlottesville, Virginia	$5K	$0	1	0%	Maintained
871	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$4K	+$4.3K	1	0%	New
872	PCM Prelude Capital Management New York	$3K	+$2.81K	1	0%	New
873	LWA Lenox Wealth Advisors New York	$2K	-$7.46K	1	0%	Reduced
874	NC NewSquare Capital Newtown Square, Pennsylvania	$2K	+$2.06K	1	0%	New
875	WA WealthTrust-Arizona Scottsdale, Arizona	$2K	$0	1	0%	Maintained