← 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	BIM BRC Investment Management Greenwood Village, Colorado	$116K	+$116K	1	0.02%	New
852	GLI Guardian Life Insurance New York	$114K	-$29.2K	1	0.01%	Reduced
853	CB Community Bank Dewitt, New York	$113K	+$28.3K	1	0.03%	Increased
854	MFW Mosaic Family Wealth St. Louis, Missouri	$112K	+$117K	1	0.05%	New
855	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$108K	-$179K	1	0.02%	Reduced
856	ADL Asset Dedication LLC San Francisco, California	$106K	+$110K	1	0.07%	New
857	SBA Seven Bridges Advisors New York	$106K	+$110K	1	0.11%	New
858	AP Atwood & Palmer Kansas City, Missouri	$102K	$0	2	0.02%	Maintained
859	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$102K	-$650	3	0.02%	Reduced
860	WIC Woodmont Investment Counsel Nashville, Tennessee	$101K	-$10.1K	2	0.03%	Reduced
861	RWA Ropes Wealth Advisors Boston, Massachusetts	$100K	+$90K	1	0.04%	Increased
862	Benjamin F. Edwards & Company St. Louis, Missouri	$99K	-$6.01K	1	0.02%	Reduced
863	M MOTCO San Antonio, Texas	$98K	-$4.06K	1	0.01%	Reduced
864	SNT Security National Trust Wheeling, West Virginia	$98K	$0	1	0.04%	Maintained
865	TF Tompkins Financial Ithaca, New York	$95K	-$10.9K	1	0.03%	Reduced
866	Jefferies Group New York	$94K	-$2.52M	1	0%	Reduced
867	Tower Research Capital (TRC) New York	$90K	+$2.69K	5	0.01%	Increased
868	Group One Trading Chicago, Illinois	$89K	+$76.7K	2	0%	Increased
869	AC Alexandria Capital Arlington, Virginia	$83K	+$75.1K	1	0.02%	Increased
870	CFA Carroll Financial Associates Charlotte, North Carolina	$81K	+$271	1	0.02%	Increased
871	KT Kanaly Trust Houston, Texas	$79K	-$4.12K	2	0.02%	Reduced
872	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$75K	-$65.4K	1	0.03%	Reduced
873	TDC Thompson Davis & Co Richmond, Virginia	$74K	+$8.66K	3	0.1%	Increased
874	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$71K	$0	1	0.01%	Maintained
875	Quadrant Capital Group Cincinnati, Ohio	$70K	-$119K	2	0.05%	Reduced