← 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	Loews Corp New York	$422K	-$120K	2	0%	Reduced
877	AAM Azzad Asset Management Falls Church, Virginia	$415K	+$408K	1	0.14%	New
878	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$408K	$0	2	0.05%	Maintained
879	FTC Farmers Trust Company Youngstown, Ohio	$399K	+$5.28K	1	0.13%	Increased
880	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$399K	-$4.91K	1	0.19%	Reduced
881	SIA SeaBridge Investment Advisors Summit, New Jersey	$390K	-$67.2K	1	0.09%	Reduced
882	CCB Cutter & Co Brokerage Ballwin, Missouri	$389K	-$6.53K	1	0.15%	Reduced
883	Parallel Advisors San Francisco, California	$385K	-$36.2K	4	0.07%	Reduced
884	Heritage Investors Management Corp Bethesda, Maryland	$379K	-$26.3K	1	0.02%	Reduced
885	WA Wheatland Advisors Lancaster, Pennsylvania	$379K	$0	1	0.32%	Maintained
886	NB Nicolet Bankshares Green Bay, Wisconsin	$373K	-$5.66K	1	0.17%	Reduced
887	Dynamic Advisor Solutions Phoenix, Arizona	$372K	-$3.47K	1	0.15%	Reduced
888	AIM Allen Investment Management New York	$367K	$0	1	0.02%	Maintained
889	Hills Bank & Trust North Liberty, Iowa	$363K	-$9.43K	1	0.11%	Reduced
890	CS Comerica Securities Detroit, Michigan	$360K	+$28.6K	1	0.05%	Increased
891	KSA Ken Stern & Associates San Diego, California	$360K	-$6.87K	1	0.16%	Reduced
892	WPC Waters Parkerson & Co New Orleans, Louisiana	$360K	$0	1	0.03%	Maintained
893	AssetMark Inc Concord, California	$359K	+$13.4K	4	0%	Increased
894	P8IP Pier 88 Investment Partners San Francisco, California	$358K	$0	1	0.14%	Maintained
895	AFA Abacus FCF Advisors Orlando, Florida	$355K	+$49.3K	1	1.11%	Increased
896	RWA Ropes Wealth Advisors Boston, Massachusetts	$355K	+$26.8K	2	0.1%	Increased
897	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$352K	+$3.47K	3	0.06%	Increased
898	WI Wedgewood Investors Erie, Pennsylvania	$348K	-$3.77K	1	0.29%	Reduced
899	YWP YorkBridge Wealth Partners New York	$348K	-$2.97K	3	0.18%	Reduced
900	Geneos Wealth Management Englewood, Colorado	$336K	-$36.9K	3	0.03%	Reduced