← 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	KT Kanaly Trust Houston, Texas	$95K	-$301K	1	0.02%	Reduced
902	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$90K	+$84.8K	1	0.03%	Increased
903	VFA Virtus Fund Advisers Hartford, Connecticut	$90K	-$37.3K	1	0%	Reduced
904	PCM Parsons Capital Management Providence, Rhode Island	$88K	+$88.1K	1	0.01%	New
905	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$87K	+$18.8K	1	0%	Increased
906	AF Arrow Financial Glens Falls, New York	$85K	$0	1	0.02%	Maintained
907	FWM Focused Wealth Management Newburgh, New York	$84K	+$204	2	0.05%	Increased
908	CFA Carroll Financial Associates Charlotte, North Carolina	$81K	$0	1	0.04%	Maintained
909	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$80K	$0	1	0.01%	Maintained
910	WP WealthPLAN Partners Omaha, Nebraska	$80K	+$83K	1	0.04%	New
911	CHP Cable Hill Partners Portland, Oregon	$74K	-$26.9K	2	0.06%	Reduced
912	RFA Reilly Financial Advisors La Mesa, California	$73K	+$6.8K	1	0.01%	Increased
913	TCOT Trust Company of Toledo Holland, Ohio	$72K	$0	1	0.02%	Maintained
914	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$69K	+$68.7K	1	0%	New
915	FQ First Quadrant Glendale, California	$69K	$0	1	0%	Maintained
916	EP Edinburgh Partners Edinburgh, United Kingdom	$68K	$0	1	0.01%	Maintained
917	GAM Gemmer Asset Management Walnut Creek, California	$68K	$0	2	0.04%	Maintained
918	First Horizon Advisors Memphis, Tennessee	$65K	$0	2	0.01%	Maintained
919	CAL Capital Advisors Ltd Shaker Heights, Ohio	$62K	$0	1	0.03%	Maintained
920	CBT Central Bank & Trust Lexington, Kentucky	$60K	+$60.2K	1	0.02%	New
921	LFR Lehman Financial Resources Media, Pennsylvania	$54K	+$20.4K	1	0.02%	Increased
922	BAM Bruderman Asset Management Locust Valley, New York	$51K	+$51.1K	1	0.02%	New
923	SCM Seamans Capital Management Boston, Massachusetts	$51K	-$1.81M	1	0.12%	Reduced
924	FFC First Financial Corp Terre Haute, Indiana	$50K	+$6.8K	1	0.03%	Increased
925	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$50K	$0	1	0.01%	Maintained