← 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	BRWM B. Riley Wealth Management Memphis, Tennessee	$159K	-$29.8K	2	0.12%	Reduced
852	FMA FNY Managed Accounts New York	$158K	+$177K	1	0.47%	New
853	TF Tompkins Financial Ithaca, New York	$154K	-$4.4K	1	0.04%	Reduced
854	BAM Brave Asset Management Summit, New Jersey	$146K	$0	2	0.11%	Maintained
855	SSG Summit Securities Group New York	$138K	+$90.7K	1	0.04%	Increased
856	WEC Winslow Evans & Crocker Boston, Massachusetts	$138K	+$4K	2	0.04%	Increased
857	QC QCM Cayman Houston, Texas	$134K	+$141K	1	0.03%	New
858	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$131K	$0	2	0%	Maintained
859	RNS Robert N. Shapiro	$128K	$0	2	0.02%	Maintained
860	DVM Dreman Value Management West Palm Beach, Florida	$127K	$0	1	0.01%	Maintained
861	SC SRB Corp Boston, Massachusetts	$127K	+$142K	1	0.02%	New
862	Benjamin F. Edwards & Company St. Louis, Missouri	$124K	+$5.6K	1	0.03%	Increased
863	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$120K	$0	3	0.03%	Maintained
864	M MOTCO San Antonio, Texas	$119K	+$5.39K	1	0.01%	Increased
865	RCM Reynolds Capital Management Las Vegas, Nevada	$118K	-$130K	1	0.11%	Reduced
866	VFA Virtus Fund Advisers Hartford, Connecticut	$118K	-$14M	1	0%	Reduced
867	TCOT Trust Company of Toledo Holland, Ohio	$117K	-$40.6K	1	0.04%	Reduced
868	AP Atwood & Palmer Kansas City, Missouri	$114K	$0	1	0.02%	Maintained
869	LBG Lloyds Banking Group London, United Kingdom	$112K	-$1.92K	1	0.03%	Reduced
870	MHS M Holdings Securities Portland, Oregon	$112K	+$82.3K	1	0.06%	New
871	MIC MU Investments Company Tokyo, Japan	$110K	$0	1	0.05%	Maintained
872	CFS Community Financial System Syracuse, New York	$108K	$0	1	0.02%	Maintained
873	TDC Thompson Davis & Co Richmond, Virginia	$106K	-$52.1K	3	0.14%	Reduced
874	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$103K	$0	2	0.07%	Maintained
875	FWM Focused Wealth Management Newburgh, New York	$101K	+$213	2	0.08%	Increased