← 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	VFA Virtus Fund Advisers Hartford, Connecticut	$69K	$0	1	0%	Maintained
877	Citizens Financial Group Providence, Rhode Island	$67K	+$70K	2	0.01%	New
878	AF Arrow Financial Glens Falls, New York	$65K	$0	1	0.02%	Maintained
879	FFC First Financial Corp Terre Haute, Indiana	$65K	+$27.1K	1	0.03%	Increased
880	VCM Versant Capital Management Phoenix, Arizona	$60K	+$61.8K	2	0.04%	New
881	Brown Brothers Harriman & Co New York	$58K	-$44.9K	1	0%	Reduced
882	SIM Sonora Investment Management Tucson, Arizona	$57K	-$32.2K	1	0.01%	Reduced
883	WP WealthPLAN Partners Omaha, Nebraska	$56.1K	+$269K	1	0.01%	New
884	SignatureFD Atlanta, Georgia	$56K	+$24.5K	3	0.01%	Increased
885	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$53K	$0	1	0.01%	Maintained
886	EP Edinburgh Partners Edinburgh, United Kingdom	$52K	$0	1	0.01%	Maintained
887	GAM Gemmer Asset Management Walnut Creek, California	$52K	$0	2	0.03%	Maintained
888	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$47K	+$33.6K	1	0.03%	Increased
889	FWM Focused Wealth Management Newburgh, New York	$45K	+$54	2	0.03%	Increased
890	GWM Gupta Wealth Management San Diego, California	$45K	-$156K	1	0.01%	Reduced
891	AW Alpha Windward Westwood, Massachusetts	$43K	+$9.42K	1	0.03%	Increased
892	PSC Prentiss Smith & Co Brattleboro, Vermont	$43K	$0	1	0.02%	Maintained
893	BAM Bruderman Asset Management Locust Valley, New York	$41K	-$13.4K	1	0.02%	Reduced
894	WA WFG Advisors Dallas, Texas	$41K	+$975	2	0.01%	Increased
895	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$39K	+$29.8K	1	0.04%	New
896	CAL Capital Advisors Ltd Shaker Heights, Ohio	$38K	$0	1	0.02%	Maintained
897	Klingman & Associates New York	$38K	$0	1	0.01%	Maintained
898	ZB Zions Bancorporation Salt Lake City, Utah	$38K	+$19.2K	2	0.01%	Increased
899	LWM LBA Wealth Management Jacksonville, Florida	$37K	+$9.91K	1	0.02%	Increased
900	GBT Grove Bank & Trust Miami, Florida	$36K	+$37.1K	1	0.03%	New