← 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	KLWA Kelly Lawrence W & Associates Pasadens, California	$121K	+$127K	1	0.02%	New
902	IAS IMA Advisory Services Denver, Colorado	$116K	+$121K	1	0.06%	New
903	MIC MU Investments Company Tokyo, Japan	$114K	$0	1	0.05%	Maintained
904	CB Community Bank Dewitt, New York	$112K	$0	1	0.03%	Maintained
905	EEG E.E. Geduld	$107K	$0	1	0.07%	Maintained
906	KT Kanaly Trust Houston, Texas	$105K	+$10.2K	2	0.02%	Increased
907	RA Rational Advisors Huntington, New York	$105K	+$98.8K	1	0.03%	Increased
908	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$101K	$0	2	0%	Maintained
909	CFA Carroll Financial Associates Charlotte, North Carolina	$92K	+$11.9K	1	0.02%	Increased
910	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$89K	$0	1	0.03%	Maintained
911	TDC Thompson Davis & Co Richmond, Virginia	$89K	-$383K	3	0.1%	Reduced
912	VFA Virtus Fund Advisers Hartford, Connecticut	$89K	$0	1	0%	Maintained
913	Sit Investment Associates Minneapolis, Minnesota	$85K	+$88.7K	1	0%	New
914	AF Arrow Financial Glens Falls, New York	$84K	$0	1	0.02%	Maintained
915	WP WealthPLAN Partners Omaha, Nebraska	$75K	-$7.69K	1	0.03%	Reduced
916	CHP Cable Hill Partners Portland, Oregon	$74K	$0	2	0.06%	Maintained
917	FQ First Quadrant Glendale, California	$74K	$0	1	0%	Maintained
918	FWM Focused Wealth Management Newburgh, New York	$72K	-$10.9K	2	0.04%	Reduced
919	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$71K	$0	1	0.01%	Maintained
920	AWS Aris Wealth Services State College, Pennsylvania	$69K	+$47.6K	1	0.06%	Increased
921	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$69K	+$71.7K	1	0.01%	New
922	RFA Reilly Financial Advisors La Mesa, California	$68K	-$1.9K	2	0.01%	Reduced
923	EP Edinburgh Partners Edinburgh, United Kingdom	$67K	$0	1	0.01%	Maintained
924	GAM Gemmer Asset Management Walnut Creek, California	$67K	$0	2	0.04%	Maintained
925	TCOT Trust Company of Toledo Holland, Ohio	$63K	+$10.3K	1	0.02%	Increased