← 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	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$123K	-$6.35K	1	0.02%	Reduced
902	MFW Mosaic Family Wealth St. Louis, Missouri	$122K	-$11.7K	1	0.06%	Reduced
903	TWM Torch Wealth Management Cincinnati, Ohio	$121K	+$107K	1	0.09%	New
904	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$120K	+$75.7K	3	0.06%	Increased
905	WIC Woodmont Investment Counsel Nashville, Tennessee	$120K	$0	2	0.04%	Maintained
906	ZB Zions Bancorporation Salt Lake City, Utah	$118K	+$65.6K	2	0.02%	Increased
907	SNT Security National Trust Wheeling, West Virginia	$116K	-$2.21K	1	0.04%	Reduced
908	RWA Ropes Wealth Advisors Boston, Massachusetts	$115K	-$3.98K	1	0.05%	Reduced
909	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$110K	-$39.9K	1	0.06%	Reduced
910	GLI Guardian Life Insurance New York	$107K	-$26.6K	1	0.01%	Reduced
911	Quadrant Capital Group Cincinnati, Ohio	$102K	+$15.8K	4	0.07%	Increased
912	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$101K	+$89.5K	2	0.04%	New
913	KT Kanaly Trust Houston, Texas	$98K	+$3.52K	2	0.02%	Increased
914	SignatureFD Atlanta, Georgia	$98K	+$26.3K	3	0.02%	Increased
915	QAM QCI Asset Management Pittsford, New York	$93K	+$53.6K	1	0.01%	Increased
916	AC Alexandria Capital Arlington, Virginia	$88K	-$11K	1	0.02%	Reduced
917	SWA Sutton Wealth Advisors Tampa, Florida	$84.1K	+$75.5K	3	0.08%	New
918	VFA Virtus Fund Advisers Hartford, Connecticut	$83K	$0	1	0%	Maintained
919	CFA Carroll Financial Associates Charlotte, North Carolina	$82K	-$13.1K	2	0.02%	Reduced
920	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$81K	-$99.5K	1	0.03%	Reduced
921	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$81K	-$8.4K	1	0.03%	Reduced
922	TDC Thompson Davis & Co Richmond, Virginia	$81K	-$636	4	0.12%	Reduced
923	FIB First Interstate Bank Billings, Montana	$80K	-$83.6K	3	0.02%	Reduced
924	AF Arrow Financial Glens Falls, New York	$78K	$0	1	0.02%	Maintained
925	Citizens Financial Group Providence, Rhode Island	$78K	-$2K	1	0.01%	Reduced