← 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	CFN Cordasco Financial Network Naples, Florida	$500K	$0	1	0.49%	Maintained
877	HCM HMS Capital Management Nashville, Tennessee	$495K	-$364K	1	0.28%	Reduced
878	AI ArchPoint Investors Coral Gables, Florida	$494K	+$73.5K	1	0.14%	Increased
879	SC SRB Corp Boston, Massachusetts	$494K	+$314K	1	0.05%	Increased
880	FIM Frontier Investment Management Dallas, Texas	$493K	-$90.9K	1	0.04%	Reduced
881	CAN Claraphi Advisory Network Aliso Viejo, United States	$492K	-$1.78K	2	0.32%	Reduced
882	PP PagnatoKarp Partners Reston, Virginia	$489K	+$774	1	0.16%	Increased
883	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$485K	+$20.6K	1	0.03%	Increased
884	DI Diligent Investors Redlands, California	$483K	$0	1	0.29%	Maintained
885	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$483K	-$176K	1	0.25%	Reduced
886	DWM Darwin Wealth Management Tampa, Florida	$482K	+$499K	1	0.31%	New
887	Polen Capital Management Boca Raton, Florida	$478K	+$49.3K	1	0%	Increased
888	CCA Cobblestone Capital Advisors Rochester, New York	$476K	-$48.7K	1	0.05%	Reduced
889	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$474K	+$115K	1	0.02%	Increased
890	Salem Investment Counselors Winston Salem, North Carolina	$469K	$0	1	0.04%	Maintained
891	GAM Griffin Asset Management New York	$467K	+$483K	1	0.08%	New
892	Benjamin F. Edwards & Company St. Louis, Missouri	$466K	+$39.6K	2	0.05%	Increased
893	DP Dearborn Partners Chicago, Illinois	$463K	$0	1	0.04%	Maintained
894	TNB Thomasville National Bank Thomasville, Georgia	$462K	-$105K	1	0.08%	Reduced
895	AAM Azzad Asset Management Falls Church, Virginia	$451K	+$13.3K	1	0.13%	Increased
896	CA Cornerstone Advisors Asheville, North Carolina	$448K	$0	1	0.05%	Maintained
897	SCI S&CO Inc Boston, Massachusetts	$448K	$0	1	0.05%	Maintained
898	Annex Advisory Services Brookfield, Wisconsin	$446K	-$29.5K	1	0.08%	Reduced
899	Meitav Investment House Bene-Beraq, Israel	$441K	+$417K	1	0.02%	New
900	Prudential plc London, England, United Kingdom	$441K	-$179K	1	0%	Reduced