← 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
901	Gradient Investments Arden Hills, Minnesota	$26K	+$8.68K	2	0.01%	Increased
902	FFC First Financial Corp Terre Haute, Indiana	$22K	+$21.4K	1	0.01%	New
903	JT Jump Trading Chicago, Illinois	$22K	+$17.4K	1	0%	New
904	ACS Archford Capital Strategies Swansea, Illinois	$21.3K	+$20.8K	2	0.02%	New
905	PSC Prentiss Smith & Co Brattleboro, Vermont	$21K	$0	1	0.01%	Maintained
906	NIM NuWave Investment Management Parsippany, New Jersey	$19K	+$16.6K	1	0.06%	Increased
907	IMS Index Management Solutions Philadelphia, Pennsylvania	$18K	-$9.36K	1	0%	Reduced
908	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$16.2K	+$17.5K	1	0.01%	New
909	PR Payden & Rygel Los Angeles, California	$16K	+$15.5K	1	0.01%	New
910	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$15K	+$14.2K	1	0.01%	New
911	MBT Monroe Bank & Trust Monroe, Michigan	$15K	$0	1	0.01%	Maintained
912	PFA Paradigm Financial Advisors Des Peres, Missouri	$15K	$0	1	0.01%	Maintained
913	TWM Torch Wealth Management Cincinnati, Ohio	$15K	-$14.7K	1	0.01%	Reduced
914	TDC Thompson Davis & Co Richmond, Virginia	$14K	+$7.37K	2	0.02%	Increased
915	JFA JNBA Financial Advisors Bloomington, Minnesota	$13K	$0	1	0.01%	Maintained
916	SFSIG San Francisco Sentry Investment Group San Francisco, California	$13K	$0	1	0%	Maintained
917	Colony Group Boston, Massachusetts	$12K	+$12.2K	1	0%	New
918	FNYS First New York Securities New York	$12K	+$8.68K	1	0.01%	New
919	SSB Sandy Spring Bank Olney, Maryland	$11K	$0	1	0%	Maintained
920	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$10K	-$21.3K	1	0%	Reduced
921	VIA Vantage Investment Advisors State College, Pennsylvania	$10K	+$9.73K	1	0.01%	New
922	WA WealthTrust-Arizona Scottsdale, Arizona	$10K	+$7.37K	1	0.01%	Increased
923	NSIM North Star Investment Management Chicago, Illinois	$9K	+$8.58K	1	0%	New
924	DOA D'Orazio & Associates Falls Church, Virginia	$8K	$0	1	0.01%	Maintained
925	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$8K	$0	1	0%	Maintained