← 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	HPBT High Point Bank & Trust High Point, North Carolina	$36K	$0	1	0.01%	Maintained
902	RFA Reilly Financial Advisors La Mesa, California	$36K	-$14.6K	1	0.01%	Reduced
903	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$32K	-$3.63K	3	0.02%	Reduced
904	CHP Cable Hill Partners Portland, Oregon	$29K	+$2.54K	2	0.02%	Increased
905	OC Oakworth Capital Birmingham, Alabama	$27K	+$24K	1	0.01%	New
906	QAM QCI Asset Management Pittsford, New York	$27K	$0	1	0%	Maintained
907	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$26K	+$27.1K	1	0.03%	New
908	ACS Archford Capital Strategies Swansea, Illinois	$23K	$0	2	0.01%	Maintained
909	Penserra Capital Management Orinda, California	$23K	+$24.9K	2	0%	New
910	AFP Ausdal Financial Partners Davenport, Iowa	$21K	+$21.7K	1	0.01%	New
911	Country Trust Bank Bloomington, Illinois	$21K	$0	1	0%	Maintained
912	Capital Analysts LLC Fort Washington, Pennsylvania	$20K	-$33.4K	1	0%	Reduced
913	AIA Allegis Investment Advisors Idaho Falls, Idaho	$19K	+$19.3K	1	0.01%	New
914	CCS Crosspoint Capital Strategies Orinda, California	$19K	+$14.9K	1	0.01%	New
915	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$19K	+$19.5K	1	0.01%	New
916	HA Harfst & Associates Sheridan, Wyoming	$19K	+$19.6K	1	0.01%	New
917	VIA Vantage Investment Advisors State College, Pennsylvania	$18K	+$10.9K	1	0.01%	Increased
918	MassMutual Private Wealth & Trust Windsor, Connecticut	$15.6K	-$573K	1	0%	Reduced
919	Gradient Investments Arden Hills, Minnesota	$15K	-$15.9K	1	0%	Reduced
920	TFA Transamerica Financial Advisors St. Petersburg, Florida	$15K	$0	1	0%	Maintained
921	TCI Wealth Advisors Tucson, Arizona	$13K	-$542	1	0.01%	Reduced
922	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$12.4K	$0	1	0.01%	Maintained
923	CWM Catamount Wealth Management Westport, Connecticut	$12K	$0	1	0.01%	Maintained
924	SSB Sandy Spring Bank Olney, Maryland	$12K	-$2.22K	2	0%	Reduced
925	Farmers & Merchants Investments Inc Lincoln, Nebraska	$10K	-$9.64K	1	0%	Reduced