← 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	DBT Dubuque Bank & Trust Dubuque, Iowa	$181K	$0	1	0.03%	Maintained
877	BAM Brave Asset Management Summit, New Jersey	$178K	$0	2	0.12%	Maintained
878	NCA NCM Capital Advisers Durham, North Carolina	$177K	$0	1	0.24%	Maintained
879	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$172K	$0	1	0.15%	Maintained
880	DVM Dreman Value Management West Palm Beach, Florida	$170K	$0	2	0.01%	Maintained
881	PVWM Point View Wealth Management Summit, New Jersey	$163K	+$150K	1	0.13%	New
882	SC SRB Corp Boston, Massachusetts	$159K	+$13.5K	1	0.02%	Increased
883	Benjamin F. Edwards & Company St. Louis, Missouri	$156K	+$21.9K	1	0.03%	Increased
884	BRWM B. Riley Wealth Management Memphis, Tennessee	$154K	-$22.7K	2	0.12%	Reduced
885	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$150K	+$150K	1	0.12%	New
886	SFM Signet Financial Management Parsippany, New Jersey	$145K	+$33.3K	1	0.04%	Increased
887	WA WFG Advisors Dallas, Texas	$142K	-$73.4K	2	0.04%	Reduced
888	GLI Guardian Life Insurance New York	$141K	-$43.7K	1	0.01%	Reduced
889	EEG E.E. Geduld	$138K	-$22.2K	1	0.09%	Reduced
890	TF Tompkins Financial Ithaca, New York	$138K	$0	1	0.03%	Maintained
891	SNT Security National Trust Wheeling, West Virginia	$135K	+$45.5K	1	0.05%	Increased
892	M MOTCO San Antonio, Texas	$133K	+$5.1K	1	0.01%	Increased
893	Simplex Trading Chicago, Illinois	$131K	-$324K	2	0.02%	Reduced
894	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$129K	$0	3	0.03%	Maintained
895	AP Atwood & Palmer Kansas City, Missouri	$122K	$0	1	0.02%	Maintained
896	WEC Winslow Evans & Crocker Boston, Massachusetts	$121K	$0	1	0.03%	Maintained
897	MIC MU Investments Company Tokyo, Japan	$115K	$0	1	0.05%	Maintained
898	CB Community Bank Dewitt, New York	$113K	-$2.52K	1	0.03%	Reduced
899	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$111K	$0	2	0%	Maintained
900	IPC Independent Portfolio Consultants Boca Raton, Florida	$102K	-$15.8K	1	0.02%	Reduced