← 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
876	Farmers & Merchants Investments Inc Lincoln, Nebraska	$79K	+$13K	1	0.01%	Increased
877	Buckingham Strategic Wealth Clayton, Missouri	$78K	+$80.8K	1	0.04%	New
878	EP Edinburgh Partners Edinburgh, United Kingdom	$76K	+$71.1K	1	0.01%	New
879	MAS Madden Advisory Services Jacksonville, Florida	$76K	$0	1	0.06%	Maintained
880	CCM Credo Capital Management Baltimore, Maryland	$72K	+$21.7K	2	0.31%	Increased
881	SNT Security National Trust Wheeling, West Virginia	$70K	+$12.3K	1	0.03%	Increased
882	SFU Stonehage Fleming (UK) London, United Kingdom	$69K	+$63.8K	1	0.03%	New
883	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$64K	$0	1	0.01%	Maintained
884	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$64K	-$4.48K	1	0.04%	Reduced
885	HI Hudock Inc Williamsport, Pennsylvania	$58K	+$49.8K	2	0.05%	Increased
886	CA CapWealth Advisors Franklin, Tennessee	$53K	-$7.12K	1	0.01%	Reduced
887	PAS Partnervest Advisory Services Santa Barbara, California	$53K	+$17.1K	1	0.02%	Increased
888	AW Alpha Windward Westwood, Massachusetts	$49K	+$4.77K	1	0.03%	Increased
889	Capital Analysts LLC Fort Washington, Pennsylvania	$48.5K	-$5.19K	1	0.01%	Reduced
890	FI FCM Investments Dallas, Texas	$46K	$0	1	0.02%	Maintained
891	LFR Lehman Financial Resources Media, Pennsylvania	$46K	+$7.12K	1	0.03%	Increased
892	ST Somerset Trust Somerset, Pennsylvania	$40K	+$37K	1	0.03%	New
893	RFA Reilly Financial Advisors La Mesa, California	$39K	+$8.89K	1	0.01%	Increased
894	WSCM Wellington Shields Capital Management New York	$35K	$0	1	0.01%	Maintained
895	Parallax Volatility Advisers San Francisco, California	$33K	+$10.9K	3	0%	Increased
896	NES New England Securities New York	$32K	-$1.64K	1	0.01%	Reduced
897	First Horizon Advisors Memphis, Tennessee	$31K	-$69.3K	3	0%	Reduced
898	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$30K	+$28.5K	1	0.01%	New
899	HPBT High Point Bank & Trust High Point, North Carolina	$30K	$0	1	0.01%	Maintained
900	SSG Summit Securities Group New York	$30K	+$28.5K	1	0.01%	New