← 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	NL NWAM LLC Mercer Island, Washington	$222K	-$18.7K	1	0.1%	Reduced
877	Synovus Financial Columbus, Georgia	$222K	-$33K	1	0.01%	Reduced
878	CCB Cutter & Co Brokerage Ballwin, Missouri	$221K	-$5.93K	1	0.08%	Reduced
879	DSI Daiwa SB Investments Tokyo, Japan	$220K	$0	1	0.04%	Maintained
880	RCM Rotella Capital Management Bellevue, Washington	$217K	+$204K	1	0.19%	New
881	LS Lupo Securities Chicago, Illinois	$215K	+$209K	1	0.1%	New
882	MBT Montecito Bank & Trust Santa Barbara, California	$213K	-$11.5K	1	0.11%	Reduced
883	WA WFG Advisors Dallas, Texas	$213K	+$132	2	0.04%	Increased
884	ARTA A.R.T. Advisors New York	$205K	-$243K	1	0.01%	Reduced
885	CM Capital Management Glen Allen, Virginia	$204K	+$198K	1	0.06%	New
886	Fayez Sarofim & Co Houston, Texas	$204K	+$198K	1	0%	New
887	KPA Keel Point Advisors Vienna, Virginia	$204K	+$198K	1	0.16%	New
888	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$203K	-$55.7K	1	0.01%	Reduced
889	Wealthfront Palo Alto, California	$203K	+$135K	2	0.01%	Increased
890	KL KWMG LLC Overland Park, Kansas	$201K	+$189K	1	0.17%	New
891	TCTC Holdings Dallas, Texas	$201K	+$195K	1	0.01%	New
892	TFCP Twin Focus Capital Partners Boston, Massachusetts	$201K	+$195K	1	0.23%	New
893	CIA Capital Impact Advisors Boston, Massachusetts	$199K	+$171K	1	0.09%	Increased
894	LPT Legacy Private Trust Neenah, Wisconsin	$197K	-$226K	1	0.03%	Reduced
895	EEG E.E. Geduld	$193K	$0	1	0.1%	Maintained
896	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$191K	+$179K	4	0%	New
897	KFS Kurt F. Somerville	$191K	+$185K	1	0.05%	New
898	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$186K	+$72.9K	2	0.12%	Increased
899	GLI Guardian Life Insurance New York	$184K	$0	1	0.02%	Maintained
900	MSI Financial Services Springfield, Massachusetts	$184K	-$474K	4	0.02%	Reduced