← 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	AT Argent Trust San Antonio, Texas	$340K	-$2.13K	1	0.1%	Reduced
877	PL Parkwood LLC Cleveland, Ohio	$340K	+$326K	1	0.05%	New
878	HFS Haverford Financial Services Radnor, Pennsylvania	$337K	+$2.13K	1	0.14%	Increased
879	WIA Westbourne Investment Advisors Annapolis, Maryland	$334K	-$174K	1	0.27%	Reduced
880	CWM Cornerstone Wealth Management St. Peters, Missouri	$332K	-$6.96K	1	0.08%	Reduced
881	BIG Bellwether Investment Group Chattanooga, Tennessee	$331K	-$346K	3	0.87%	Reduced
882	WIM Wilen Investment Management Bonita Springs, Florida	$323K	-$7.1K	1	0.19%	Reduced
883	Tower Research Capital (TRC) New York	$321K	-$744K	5	0.03%	Reduced
884	Donaldson Capital Management Evansville, Indiana	$317K	-$4.97K	1	0.04%	Reduced
885	WTB Washington Trust Bank Spokane, Washington	$314K	+$33.5K	1	0.07%	Increased
886	ACM Aviance Capital Management Sarasota, Florida	$312K	-$15.7K	1	0.02%	Reduced
887	IIM Ironwood Investment Management Boston, Massachusetts	$311K	$0	1	0.23%	Maintained
888	RWA Ropes Wealth Advisors Boston, Massachusetts	$310K	+$42.5K	1	0.09%	Increased
889	LAM Lebenthal Asset Management New York	$306K	$0	1	0.04%	Maintained
890	PAM Princeton Alpha Management Princeton Junction, New Jersey	$305K	-$14.9K	1	0.1%	Reduced
891	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$301K	+$265K	1	0.06%	Increased
892	PK Pflug Koory Omaha, Nebraska	$298K	$0	1	0.26%	Maintained
893	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$293K	$0	1	0.09%	Maintained
894	Perpetual Ltd Sydney, New South Wales, Australia	$291K	$0	1	0.03%	Maintained
895	MCM Manchester Capital Management Manchester, Vermont	$289K	$0	1	0.05%	Maintained
896	Waldron Private Wealth Bridgeville, Pennsylvania	$286K	+$275K	1	0.07%	New
897	DA Dillon & Associates Jackson, Michigan	$285K	$0	1	0.12%	Maintained
898	LIM Leavell Investment Management Mobile, Alabama	$285K	+$17K	1	0.04%	Increased
899	SAA Southeast Asset Advisors Thomasville, Georgia	$282K	+$270K	1	0.09%	New
900	HA Hays Advisory Franklin, Tennessee	$279K	+$24.6K	1	0.07%	Increased