← 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	PP Paloma Partners Greenwich, Connecticut	$205K	+$185K	1	0.01%	New
852	TCTC Holdings Dallas, Texas	$203K	+$195K	1	0.01%	New
853	SIC Shoker Investment Counsel Oxford, Ohio	$202K	+$195K	1	0.18%	New
854	NCA NCM Capital Advisers Durham, North Carolina	$201K	$0	1	0.3%	Maintained
855	CG Clinton Group New York	$200K	-$512K	1	0.1%	Reduced
856	Dana Investment Advisors Waukesha, Wisconsin	$200K	-$555K	1	0.01%	Reduced
857	TFA Toth Financial Advisory Leesburg, Virginia	$197K	-$1.6K	1	0.07%	Reduced
858	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$196K	+$177K	1	0.02%	New
859	Synovus Financial Columbus, Georgia	$196K	+$18.6K	1	0.01%	Increased
860	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$195K	$0	1	0.16%	Maintained
861	TF Tompkins Financial Ithaca, New York	$192K	+$69.8K	1	0.05%	Increased
862	PSI Pinnacle Summer Investments Fairfax, Virginia	$185K	+$59.4K	1	0.02%	Increased
863	TCOT Trust Company of Toledo Holland, Ohio	$181K	-$59.4K	1	0.05%	Reduced
864	NME Notis-McConarty Edward	$175K	-$59.4K	1	0.12%	Reduced
865	TDC Thompson Davis & Co Richmond, Virginia	$175K	+$148K	2	0.25%	Increased
866	WEC Winslow Evans & Crocker Boston, Massachusetts	$163K	+$18.7K	1	0.05%	Increased
867	CIA Capital Impact Advisors Boston, Massachusetts	$162K	+$172K	1	0.12%	New
868	KFS KMS Financial Services Seattle, Washington	$160K	+$144K	1	0.02%	New
869	BAM Brave Asset Management Summit, New Jersey	$158K	-$222K	2	0.11%	Reduced
870	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$155K	+$40.1K	2	0%	Increased
871	RNS Robert N. Shapiro	$155K	-$76.1K	2	0.03%	Reduced
872	DVM Dreman Value Management West Palm Beach, Florida	$154K	$0	1	0.01%	Maintained
873	MSI Financial Services Springfield, Massachusetts	$154K	-$31.3K	4	0.02%	Reduced
874	WA WFG Advisors Dallas, Texas	$148K	+$41.1K	2	0.03%	Increased
875	Benjamin F. Edwards & Company St. Louis, Missouri	$145K	-$1.11K	1	0.04%	Reduced