← 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	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$145K	+$134K	3	0.03%	Increased
877	AP Atwood & Palmer Kansas City, Missouri	$139K	+$134K	1	0.04%	New
878	LBG Lloyds Banking Group London, United Kingdom	$139K	-$21.1M	1	0.03%	Reduced
879	M MOTCO San Antonio, Texas	$139K	$0	1	0.02%	Maintained
880	Quantbot Technologies New York	$139K	-$581K	1	0.02%	Reduced
881	CFS Community Financial System Syracuse, New York	$131K	$0	1	0.03%	Maintained
882	MIC MU Investments Company Tokyo, Japan	$131K	$0	1	0.06%	Maintained
883	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$124K	$0	2	0.09%	Maintained
884	Sequoia Financial Advisors Akron, Ohio	$123K	$0	1	0.09%	Maintained
885	FWM Focused Wealth Management Newburgh, New York	$122K	+$148	2	0.09%	Increased
886	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$120K	-$129K	1	0.02%	Reduced
887	CFA Carroll Financial Associates Charlotte, North Carolina	$108K	+$6.31K	1	0.03%	Increased
888	SCG Strategic Capital Group Gig Harbor, Washington	$108K	-$2.47M	1	0.03%	Reduced
889	Tower Research Capital (TRC) New York	$105K	-$297K	4	0.01%	Reduced
890	Wealthfront Palo Alto, California	$105K	+$51.1K	1	0.01%	Increased
891	RIA Regal Investment Advisors Kentwood, Michigan	$103K	-$31.8K	1	0.04%	Reduced
892	PVH Psagot Value Holdings Tel Aviv, Israel	$93K	+$14.9K	2	0%	Increased
893	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$91K	$0	1	0.02%	Maintained
894	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$85K	+$39.6K	1	0.02%	Increased
895	CAL Capital Advisors Ltd Shaker Heights, Ohio	$82K	$0	1	0.05%	Maintained
896	Farmers & Merchants Investments Inc Lincoln, Nebraska	$79K	-$891	1	0.01%	Reduced
897	EP Edinburgh Partners Edinburgh, United Kingdom	$77K	$0	1	0.01%	Maintained
898	MAS Madden Advisory Services Jacksonville, Florida	$77K	+$74.2K	1	0.04%	New
899	IPC Independent Portfolio Consultants Boca Raton, Florida	$73K	+$77.1K	1	0.02%	New
900	SNT Security National Trust Wheeling, West Virginia	$71K	$0	1	0.03%	Maintained