← 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	CAL Capital Advisors Ltd Shaker Heights, Ohio	$38K	-$10.6K	1	0.02%	Reduced
877	FFC First Financial Corp Terre Haute, Indiana	$38K	-$5.91K	1	0.02%	Reduced
878	Brookstone Capital Management Wheaton, Illinois	$36K	-$2.88M	2	0.01%	Reduced
879	CIM Cambria Investment Management Manhattan Beach, California	$36K	-$2.53M	2	0.01%	Reduced
880	HPBT High Point Bank & Trust High Point, North Carolina	$36K	+$17.7K	1	0.01%	Increased
881	AW Alpha Windward Westwood, Massachusetts	$33K	$0	1	0.02%	Maintained
882	AssetMark Inc Concord, California	$33K	-$1.24M	1	0%	Reduced
883	CFSG Community Financial Services Group Newport, Vermont	$33K	+$20.4K	2	0.02%	Increased
884	SignatureFD Atlanta, Georgia	$32K	+$25.5K	4	0.01%	Increased
885	FI FCM Investments Dallas, Texas	$31K	$0	1	0.02%	Maintained
886	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$31K	+$32.6K	3	0.02%	New
887	Gradient Investments Arden Hills, Minnesota	$30K	-$3.19M	1	0%	Reduced
888	Klingman & Associates New York	$30K	$0	1	0.01%	Maintained
889	CHP Cable Hill Partners Portland, Oregon	$29K	-$33.9K	2	0.02%	Reduced
890	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$28K	$0	1	0.01%	Maintained
891	LWM LBA Wealth Management Jacksonville, Florida	$27K	$0	1	0.02%	Maintained
892	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$27K	$0	1	0.02%	Maintained
893	QAM QCI Asset Management Pittsford, New York	$26K	+$14.1K	1	0%	Increased
894	ACS Archford Capital Strategies Swansea, Illinois	$22K	+$1.54K	2	0.02%	Increased
895	Country Trust Bank Bloomington, Illinois	$21K	$0	1	0%	Maintained
896	ZB Zions Bancorporation Salt Lake City, Utah	$20K	+$19.7K	2	0%	New
897	Farmers & Merchants Investments Inc Lincoln, Nebraska	$19K	-$1K	1	0%	Reduced
898	JIC Joel Isaacson & Co New York	$19K	+$22.2K	1	0.01%	New
899	AWS Aris Wealth Services State College, Pennsylvania	$18K	-$39.9K	1	0.04%	Reduced
900	HM Payson & Co Portland, Maine	$18K	+$3.63K	1	0%	Increased