← 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	MIM Monashee Investment Management Boston, Massachusetts	$410K	+$403K	1	0.17%	New
877	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$408K	-$4.93K	2	0.05%	Reduced
878	GLRA Gerald L. Ray & Associates Dallas, Texas	$405K	-$30.5K	1	0.05%	Reduced
879	BRA Blue Rock Advisors Wayzata, Minnesota	$402K	+$393K	1	0.61%	New
880	RG Renaissance Group Covington, Kentucky	$400K	+$4.67K	1	0.01%	Increased
881	FTC Farmers Trust Company Youngstown, Ohio	$399K	-$41.2K	1	0.14%	Reduced
882	HC Henshaw Capital Woburn, Massachusetts	$396K	$0	1	0.04%	Maintained
883	Lido Advisors Los Angeles, California	$395K	+$28.9K	1	0.08%	Increased
884	CCB Cutter & Co Brokerage Ballwin, Missouri	$390K	$0	1	0.15%	Maintained
885	WA Wheatland Advisors Lancaster, Pennsylvania	$385K	$0	1	0.35%	Maintained
886	NB Nicolet Bankshares Green Bay, Wisconsin	$383K	-$18.7K	1	0.18%	Reduced
887	Dynamic Advisor Solutions Phoenix, Arizona	$381K	-$3.28K	1	0.15%	Reduced
888	Geneos Wealth Management Englewood, Colorado	$378K	-$27.1K	2	0.04%	Reduced
889	Hills Bank & Trust North Liberty, Iowa	$377K	-$24.8K	1	0.12%	Reduced
890	GC Gilbert & Cook West Des Moines, Iowa	$374K	+$366K	1	0.13%	New
891	AIM Allen Investment Management New York	$372K	+$457	1	0.02%	Increased
892	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$372K	+$364K	1	0.03%	New
893	KSA Ken Stern & Associates San Diego, California	$370K	$0	1	0.17%	Maintained
894	MLM Mount Lucas Management Newtown, Pennsylvania	$369K	+$162K	1	0.07%	Increased
895	WTB Washington Trust Bank Spokane, Washington	$364K	+$33.5K	1	0.08%	Increased
896	FPF FNY Partners Fund New York	$361K	-$138K	2	0.09%	Reduced
897	WI Wedgewood Investors Erie, Pennsylvania	$356K	-$5.71K	1	0.31%	Reduced
898	LA Lucus Advisors New York	$355K	+$401K	1	0.48%	New
899	WPC Waters Parkerson & Co New Orleans, Louisiana	$355K	$0	1	0.03%	Maintained
900	AI ArchPoint Investors Coral Gables, Florida	$353K	-$215K	1	0.11%	Reduced