← 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	Synovus Financial Columbus, Georgia	$239K	+$17.5K	1	0.01%	Increased
852	Grimes & Company Westborough, Massachusetts	$238K	$0	1	0.06%	Maintained
853	Cetera Advisors Denver, Colorado	$235K	+$216K	1	0.02%	New
854	CCA Cobblestone Capital Advisors Rochester, New York	$232K	-$36.4K	1	0.04%	Reduced
855	GA Geneva Advisors Chicago, Illinois	$232K	-$13.6K	1	0%	Reduced
856	AIM Assured Investment Management New York	$223K	+$204K	1	0%	New
857	GIS Guardian Investor Services New York	$223K	$0	1	0.18%	Maintained
858	MBT Montecito Bank & Trust Santa Barbara, California	$223K	+$10.3K	1	0.11%	Increased
859	LPT Legacy Private Trust Neenah, Wisconsin	$221K	-$1.97K	1	0.03%	Reduced
860	VAM Visium Asset Management New York	$218K	-$1.16M	1	0%	Reduced
861	CCB Cutter & Co Brokerage Ballwin, Missouri	$212K	-$8.84K	1	0.09%	Reduced
862	Jefferies Group New York	$211K	-$147K	2	0%	Reduced
863	CM Capital Management Glen Allen, Virginia	$204K	$0	1	0.07%	Maintained
864	Fayez Sarofim & Co Houston, Texas	$204K	$0	1	0%	Maintained
865	KP Keel Point Huntsville, Alabama	$204K	+$204K	1	0.1%	New
866	TFCP Twin Focus Capital Partners Boston, Massachusetts	$203K	+$2.04K	1	0.16%	Increased
867	KL KWMG LLC Overland Park, Kansas	$202K	-$5.17K	1	0.16%	Reduced
868	TCTC Holdings Dallas, Texas	$201K	$0	1	0.01%	Maintained
869	BCA Bray Capital Advisors Naples, Florida	$200K	-$108K	1	0.12%	Reduced
870	PSI Pinnacle Summer Investments Fairfax, Virginia	$200K	+$23.1K	1	0.03%	Increased
871	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$198K	+$199K	1	0.03%	New
872	KFS Kurt F. Somerville	$191K	$0	1	0.04%	Maintained
873	Brinker Capital Investments Berwyn, Pennsylvania	$187K	+$16.8K	1	0.01%	Increased
874	Brown Brothers Harriman & Co New York	$187K	-$344K	1	0%	Reduced
875	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$187K	+$68	2	0.12%	Increased