← 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	CIBC World Market Toronto, Ontario, Canada	$335K	-$2M	1	0%	Reduced
902	WIM Wilen Investment Management Bonita Springs, Florida	$334K	$0	1	0.2%	Maintained
903	BIG Bellwether Investment Group Chattanooga, Tennessee	$332K	-$8.63K	1	1.56%	Reduced
904	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$329K	-$16.4K	1	0.14%	Reduced
905	WEC Winslow Evans & Crocker Boston, Massachusetts	$327K	-$340K	2	0.11%	Reduced
906	HA Hays Advisory Franklin, Tennessee	$323K	+$20.1K	1	0.09%	Increased
907	Homrich & Berg Atlanta, Georgia	$323K	+$317K	1	0.03%	New
908	IIM Ironwood Investment Management Boston, Massachusetts	$323K	$0	1	0.23%	Maintained
909	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$320K	-$45.9K	1	0.02%	Reduced
910	Savant Capital Rockford, Illinois	$315K	+$25.2K	1	0.07%	Increased
911	Cetera Advisor Networks El Segundo, California	$311K	+$14.4K	1	0.01%	Increased
912	HC Henshaw Capital Woburn, Massachusetts	$311K	-$78.6K	1	0.03%	Reduced
913	DA Dillon & Associates Jackson, Michigan	$308K	$0	1	0.12%	Maintained
914	TFA Toth Financial Advisory Leesburg, Virginia	$307K	-$765K	1	0.08%	Reduced
915	PK Pflug Koory Omaha, Nebraska	$305K	-$3.77K	1	0.25%	Reduced
916	WIA Westbourne Investment Advisors Annapolis, Maryland	$305K	-$39.6K	1	0.24%	Reduced
917	Perpetual Ltd Sydney, New South Wales, Australia	$304K	$0	1	0.04%	Maintained
918	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$303K	+$37.7K	2	0.23%	Increased
919	SI SII Investments Appleton, Wisconsin	$302K	-$37.7K	1	0.02%	Reduced
920	TCB Texas Capital Bancshares Dallas, Texas	$302K	-$236K	1	0.67%	Reduced
921	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$301K	+$14.4K	1	0.01%	Increased
922	MCM Manchester Capital Management Manchester, Vermont	$300K	$0	1	0.05%	Maintained
923	Belpointe Asset Management Reno, Nevada	$296K	+$291K	1	0.07%	New
924	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$296K	-$8.3K	1	0.08%	Reduced
925	GC Gratry & Company Beachwood, Ohio	$292K	-$840K	1	0.36%	Reduced