← 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	PAM Paradigm Asset Management New York	$137K	-$918K	1	0.02%	Reduced
902	JFA JNBA Financial Advisors Bloomington, Minnesota	$137K	+$135K	3	0.02%	New
903	SignatureFD Atlanta, Georgia	$137K	+$4.46K	3	0.02%	Increased
904	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$133K	+$130K	2	0.02%	New
905	ANBT American National Bank & Trust Wichita Falls, Texas	$124K	-$1.94K	1	0.04%	Reduced
906	Evercore Wealth Management New York	$124K	-$28.7K	2	0.01%	Reduced
907	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$116K	+$28.4K	1	0.02%	Increased
908	WIC Woodmont Investment Counsel Nashville, Tennessee	$116K	+$114K	2	0.03%	New
909	DL Delta Lloyd Amsterdam, Netherlands	$113K	$0	1	0%	Maintained
910	GLI Guardian Life Insurance New York	$112K	$0	1	0.01%	Maintained
911	PFS Physicians Financial Services Raleigh, North Carolina	$112K	$0	1	0.09%	Maintained
912	ZB Zions Bancorporation Salt Lake City, Utah	$111K	+$1.66K	2	0.02%	Increased
913	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$108K	-$10.9K	1	0.05%	Reduced
914	KT Kanaly Trust Houston, Texas	$107K	-$582	2	0.02%	Reduced
915	SNT Security National Trust Wheeling, West Virginia	$102K	$0	1	0.04%	Maintained
916	Benjamin F. Edwards & Company St. Louis, Missouri	$101K	-$67.5K	1	0.02%	Reduced
917	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$100K	-$2.85K	2	0.03%	Reduced
918	FIB First Interstate Bank Billings, Montana	$98K	+$9.35K	3	0.02%	Increased
919	FAM Fortaleza Asset Management Chicago, Illinois	$94.6K	+$86.8K	1	0.13%	New
920	WP WealthPLAN Partners Omaha, Nebraska	$92.5K	-$19.4K	2	0.03%	Reduced
921	AC Alexandria Capital Arlington, Virginia	$92K	-$647	1	0.02%	Reduced
922	Quadrant Capital Group Cincinnati, Ohio	$90K	+$4.4K	4	0.06%	Increased
923	VFA Virtus Fund Advisers Hartford, Connecticut	$87K	$0	1	0%	Maintained
924	AIM Acrospire Investment Management Chicago, Illinois	$86K	-$54.5K	3	0.06%	Reduced
925	CFA Carroll Financial Associates Charlotte, North Carolina	$86K	$0	1	0.01%	Maintained