← 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	WF WealthTrust Fairport Cleveland, Ohio	$78K	-$13.6K	1	0.01%	Reduced
877	SFU Stonehage Fleming (UK) London, United Kingdom	$77K	$0	1	0.03%	Maintained
878	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$76K	$0	1	0.02%	Maintained
879	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$76K	+$11.8K	1	0.04%	Increased
880	EP Edinburgh Partners Edinburgh, United Kingdom	$75K	$0	1	0.01%	Maintained
881	SNT Security National Trust Wheeling, West Virginia	$69K	$0	1	0.03%	Maintained
882	WSCM Wellington Shields Capital Management New York	$62K	$0	1	0.01%	Maintained
883	NES New England Securities New York	$61K	+$27.4K	2	0.02%	Increased
884	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$60K	-$400K	1	0.04%	Reduced
885	LFR Lehman Financial Resources Media, Pennsylvania	$60K	+$14.7K	1	0.03%	Increased
886	HI Hudock Inc Williamsport, Pennsylvania	$59K	$0	2	0.05%	Maintained
887	CA CapWealth Advisors Franklin, Tennessee	$53K	$0	1	0.01%	Maintained
888	PAS Partnervest Advisory Services Santa Barbara, California	$52K	$0	1	0.02%	Maintained
889	RFA Reilly Financial Advisors La Mesa, California	$52K	+$10.6K	1	0.01%	Increased
890	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$50K	$0	1	0.01%	Maintained
891	Wealthfront Palo Alto, California	$50K	+$48.3K	1	0.01%	New
892	AW Alpha Windward Westwood, Massachusetts	$48K	$0	1	0.03%	Maintained
893	FI FCM Investments Dallas, Texas	$45K	$0	1	0.02%	Maintained
894	RCM Rotella Capital Management Bellevue, Washington	$41K	+$34.7K	1	0.05%	New
895	GAM Gemmer Asset Management Walnut Creek, California	$39K	+$38.4K	3	0.03%	New
896	ST Somerset Trust Somerset, Pennsylvania	$39K	$0	1	0.03%	Maintained
897	Capital Analysts LLC Fort Washington, Pennsylvania	$30.3K	-$17.2K	1	0.01%	Reduced
898	HPBT High Point Bank & Trust High Point, North Carolina	$30K	$0	1	0.01%	Maintained
899	First Horizon Advisors Memphis, Tennessee	$28K	-$1.02K	3	0%	Reduced
900	CCS Crosspoint Capital Strategies Orinda, California	$26K	$0	2	0.01%	Maintained