← 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	SWM SeaCrest Wealth Management Purchase, New York	$548K	+$532K	4	0.1%	New
877	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$545K	+$537K	1	0.5%	New
878	Carillon Tower Advisers St. Petersburg, Florida	$544K	+$562K	1	0.01%	New
879	COI Connable Office Inc Kalamazoo, Michigan	$538K	-$574K	2	0.1%	Reduced
880	PP PagnatoKarp Partners Reston, Virginia	$536K	-$4.12K	1	0.16%	Reduced
881	DCCA D.C. Capital Advisors New York	$535K	+$423K	1	0.29%	New
882	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$534K	$0	1	0.1%	Maintained
883	NAM NorthCoast Asset Management Greenwich, Connecticut	$531K	-$2.3M	1	0.05%	Reduced
884	Simplex Trading Chicago, Illinois	$531K	-$1.22M	4	0.02%	Reduced
885	CFN Cordasco Financial Network Naples, Florida	$529K	$0	1	0.55%	Maintained
886	DI Diligent Investors Redlands, California	$526K	-$7.77K	1	0.34%	Reduced
887	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$525K	-$6.85K	1	0.31%	Reduced
888	CBU CIBC Bank USA Chicago, Illinois	$524K	$0	2	0.07%	Maintained
889	JIP Jaffetilchin Investment Partners Tampa, Florida	$523K	-$41.1K	1	0.17%	Reduced
890	Bridgewater Associates Westport, Connecticut	$522K	+$521K	1	0%	New
891	Adams Diversified Equity Fund Baltimore, Maryland	$520K	-$177K	1	0.03%	Reduced
892	RB Rodgers Brothers Harmony, Pennsylvania	$518K	+$11.8K	1	0.17%	Increased
893	MGO One Seven Beachwood, Ohio	$510K	+$522K	4	0.24%	New
894	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$509K	+$503K	2	0.13%	New
895	EFS Essex Financial Services Essex, Connecticut	$505K	-$13.7K	1	0.12%	Reduced
896	Annex Advisory Services Brookfield, Wisconsin	$501K	$0	1	0.09%	Maintained
897	Choate Investment Advisors Boston, Massachusetts	$496K	$0	1	0.03%	Maintained
898	Quadrature Capital London, United Kingdom	$492K	+$587K	1	0.04%	New
899	DP Dearborn Partners Chicago, Illinois	$490K	$0	1	0.04%	Maintained
900	DRW Securities Chicago, Illinois	$487K	+$479K	1	0.05%	New