← 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	PCM Prelude Capital Management New York	$196K	-$410K	2	0.03%	Reduced
877	Synovus Financial Columbus, Georgia	$191K	-$48.8K	1	0%	Reduced
878	KFS Kurt F. Somerville	$190K	$0	1	0.04%	Maintained
879	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$188K	-$9.39K	1	0.04%	Reduced
880	PSI Pinnacle Summer Investments Fairfax, Virginia	$185K	-$12.6K	1	0.04%	Reduced
881	Tower Research Capital (TRC) New York	$182K	-$266K	4	0.02%	Reduced
882	NCA NCM Capital Advisers Durham, North Carolina	$175K	$0	1	0.23%	Maintained
883	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$170K	$0	1	0.14%	Maintained
884	BAM Brave Asset Management Summit, New Jersey	$159K	$0	2	0.11%	Maintained
885	Benjamin F. Edwards & Company St. Louis, Missouri	$152K	-$2.33K	1	0.03%	Reduced
886	BRWM B. Riley Wealth Management Memphis, Tennessee	$152K	+$565	2	0.12%	Increased
887	TSS Two Sigma Securities New York	$145K	+$161K	2	0.24%	New
888	WA WFG Advisors Dallas, Texas	$144K	+$5.51K	2	0.04%	Increased
889	WEC Winslow Evans & Crocker Boston, Massachusetts	$144K	+$24.8K	1	0.04%	Increased
890	SEC Seven Eight Capital New York	$143K	-$87.6K	2	0.17%	Reduced
891	WIC Woodmont Investment Counsel Nashville, Tennessee	$139K	+$146K	2	0.04%	New
892	GLI Guardian Life Insurance New York	$138K	-$1.55K	1	0.01%	Reduced
893	SC SRB Corp Boston, Massachusetts	$135K	-$24.6K	1	0.02%	Reduced
894	SNT Security National Trust Wheeling, West Virginia	$134K	$0	1	0.05%	Maintained
895	TF Tompkins Financial Ithaca, New York	$133K	-$3.53K	1	0.04%	Reduced
896	M MOTCO San Antonio, Texas	$132K	$0	1	0.02%	Maintained
897	AP Atwood & Palmer Kansas City, Missouri	$129K	+$8.51K	2	0.02%	Increased
898	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$129K	$0	3	0.03%	Maintained
899	AIM Aurora Investment Management Chicago, Illinois	$126K	+$137K	1	31.58%	New
900	Brown Brothers Harriman & Co New York	$126K	-$62.4K	1	0%	Reduced