← 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	Hudson Bay Capital Management Stamford, Connecticut	$135K	+$133K	1	0.01%	New
852	DTL Dynamic Technology Lab Singapore	$133K	-$800K	1	0.09%	Reduced
853	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$133K	-$3.56K	2	0.1%	Reduced
854	MIC MU Investments Company Tokyo, Japan	$130K	+$121K	1	0.06%	New
855	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$129K	+$7.12K	1	0.08%	Increased
856	EMG Ellington Management Group Old Greenwich, Connecticut	$124K	+$128K	1	0.04%	New
857	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$122K	$0	1	0.07%	Maintained
858	PSI Pinnacle Summer Investments Fairfax, Virginia	$122K	+$85.4K	1	0.02%	Increased
859	TF Tompkins Financial Ithaca, New York	$119K	+$9.96K	1	0.03%	Increased
860	CL CSS LLC Chicago, Illinois	$117K	+$121K	1	0.01%	New
861	WA WFG Advisors Dallas, Texas	$117K	+$142	2	0.02%	Increased
862	FWM Focused Wealth Management Newburgh, New York	$116K	+$213	2	0.1%	Increased
863	TCB Texas Capital Bancshares Dallas, Texas	$115K	-$907K	1	0.09%	Reduced
864	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$114K	$0	1	0.02%	Maintained
865	CFS Community Financial System Syracuse, New York	$109K	$0	1	0.02%	Maintained
866	PVWM Point View Wealth Management Summit, New Jersey	$103K	+$107K	1	0.1%	New
867	RIA Regal Investment Advisors Kentwood, Michigan	$97K	-$42.4K	1	0.06%	Reduced
868	PVH Psagot Value Holdings Tel Aviv, Israel	$94K	-$89.4K	2	0%	Reduced
869	WF WealthTrust Fairport Cleveland, Ohio	$93K	+$23.4K	1	0.01%	Increased
870	WEC Winslow Evans & Crocker Boston, Massachusetts	$92K	+$85.4K	2	0.03%	New
871	CFA Carroll Financial Associates Charlotte, North Carolina	$88K	$0	1	0.03%	Maintained
872	Sequoia Financial Advisors Akron, Ohio	$84K	+$87.5K	1	0.07%	New
873	RegentAtlantic Capital Morristown, New Jersey	$83K	-$8.3K	1	0.01%	Reduced
874	BC Banced Corp Edwardsville, Illinois	$82K	+$85K	1	0.08%	New
875	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$82K	+$5.55K	2	0%	Increased