← 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	MC Menta Capital San Francisco, California	$238K	+$249K	1	0.04%	New
852	Grimes & Company Westborough, Massachusetts	$237K	$0	1	0.03%	Maintained
853	Quadrant Capital Group Cincinnati, Ohio	$237K	+$254K	3	0.15%	New
854	GA Geneva Advisors Chicago, Illinois	$231K	+$1.34K	1	0%	Increased
855	VAM Verity Asset Management Durham, North Carolina	$230K	+$240K	1	0.21%	New
856	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$225K	+$222K	1	0.06%	New
857	Stock Yards Bank & Trust Louisville, Kentucky	$224K	+$234K	1	0.03%	New
858	KP Keel Point Huntsville, Alabama	$223K	+$12.7K	1	0.11%	Increased
859	MBT Montecito Bank & Trust Santa Barbara, California	$223K	$0	1	0.11%	Maintained
860	Annex Advisory Services Brookfield, Wisconsin	$222K	+$232K	1	0.07%	New
861	PAIA Park Avenue Institutional Advisers New York	$216K	+$226K	1	0.17%	New
862	CCA Cobblestone Capital Advisors Rochester, New York	$215K	-$15.9K	1	0.03%	Reduced
863	Fiera Capital (Canada) Montreal, Quebec, Canada	$215K	+$225K	1	0%	New
864	HH Hilltop Holdings Dallas, Texas	$214K	-$44.9K	1	0.06%	Reduced
865	NG NatWest Group Edinburgh, Scotland, United Kingdom	$214K	+$224K	1	0%	New
866	Fayez Sarofim & Co Houston, Texas	$212K	+$9.25K	1	0%	Increased
867	TFA Toth Financial Advisory Leesburg, Virginia	$212K	-$534K	1	0.07%	Reduced
868	CCB Cutter & Co Brokerage Ballwin, Missouri	$210K	$0	1	0.08%	Maintained
869	CM Capital Management Glen Allen, Virginia	$202K	$0	1	0.07%	Maintained
870	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$202K	+$54.8K	1	0.16%	Increased
871	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$202K	+$18.4K	2	0.12%	Increased
872	First National Trust Hermitage, Pennsylvania	$201K	+$210K	1	0.03%	New
873	BCA Bray Capital Advisors Naples, Florida	$199K	$0	1	0.11%	Maintained
874	Brinker Capital Investments Berwyn, Pennsylvania	$198K	+$12.8K	1	0.01%	Increased
875	LPT Legacy Private Trust Neenah, Wisconsin	$198K	$0	1	0.03%	Maintained