← 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	GLI Guardian Life Insurance New York	$102K	$0	1	0.01%	Maintained
902	PFS Physicians Financial Services Raleigh, North Carolina	$102K	+$55.3K	1	0.09%	Increased
903	ZB Zions Bancorporation Salt Lake City, Utah	$102K	-$12.7K	2	0.02%	Reduced
904	KT Kanaly Trust Houston, Texas	$97K	+$2.84K	2	0.02%	Increased
905	SNT Security National Trust Wheeling, West Virginia	$93K	-$18.4K	1	0.03%	Reduced
906	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$92K	-$4.9K	2	0.03%	Reduced
907	SWA Sutton Wealth Advisors Tampa, Florida	$90.7K	$0	3	0.09%	Maintained
908	AC Alexandria Capital Arlington, Virginia	$84K	+$614	1	0.02%	Increased
909	VFA Virtus Fund Advisers Hartford, Connecticut	$80K	$0	1	0%	Maintained
910	CFA Carroll Financial Associates Charlotte, North Carolina	$78K	$0	2	0.01%	Maintained
911	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$78K	$0	1	0.03%	Maintained
912	FIB First Interstate Bank Billings, Montana	$76K	-$2.72K	3	0.02%	Reduced
913	Quadrant Capital Group Cincinnati, Ohio	$76K	-$19.7K	4	0.05%	Reduced
914	AF Arrow Financial Glens Falls, New York	$75K	$0	1	0.02%	Maintained
915	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$74K	$0	1	0.01%	Maintained
916	IPC Independent Portfolio Consultants Boca Raton, Florida	$72K	+$67.4K	1	0.02%	New
917	WP WealthPLAN Partners Omaha, Nebraska	$67.9K	+$108K	2	0.01%	New
918	AIM Anchor Investment Management Columbia, South Carolina	$66.4K	$0	2	0.03%	Maintained
919	SIM Sonora Investment Management Tucson, Arizona	$66K	-$6.14K	1	0.02%	Reduced
920	Penserra Capital Management Orinda, California	$63K	-$196K	2	0.01%	Reduced
921	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$61K	+$1.23K	1	0.01%	Increased
922	VCM Versant Capital Management Phoenix, Arizona	$61K	-$537	2	0.04%	Reduced
923	BWP Baldwin Wealth Partners Marion, Massachusetts	$60K	$0	1	0.01%	Maintained
924	EP Edinburgh Partners Edinburgh, United Kingdom	$60K	$0	1	0.01%	Maintained
925	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$60K	$0	1	0.01%	Maintained