← 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	WPP Whalerock Point Partners Providence, Rhode Island	$486K	-$433K	1	0.15%	Reduced
902	VFA Voya Financial Advisors Windsor, Connecticut	$484K	+$29.2K	1	0.03%	Increased
903	PTC Private Trust Company Cleveland, Ohio	$482K	+$3.58K	1	0.1%	Increased
904	AWM Altium Wealth Management Purchase, New York	$475K	+$467K	1	0.22%	New
905	RG Renaissance Group Covington, Kentucky	$475K	+$9.05K	1	0.02%	Increased
906	SCI S&CO Inc Boston, Massachusetts	$474K	$0	1	0.06%	Maintained
907	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$473K	-$11.8K	1	0.03%	Reduced
908	WTB Washington Trust Bank Spokane, Washington	$472K	-$155	1	0.07%	Reduced
909	Avior Wealth Management Omaha, Nebraska	$470K	+$452K	1	0.11%	Increased
910	Lido Advisors Los Angeles, California	$470K	+$21.2K	1	0.07%	Increased
911	VFA Virtus Fund Advisers Hartford, Connecticut	$469K	-$53.5M	2	0%	Reduced
912	VCAM Van Cleef Asset Management Beachwood, Ohio	$462K	-$15.5K	1	0.11%	Reduced
913	PVAM Pacific View Asset Management San Francisco, California	$460K	+$475K	1	0.31%	New
914	AAM Azzad Asset Management Falls Church, Virginia	$453K	+$24.6K	1	0.14%	Increased
915	SM Sciencast Management Princeton, New Jersey	$452K	-$808K	2	0.24%	Reduced
916	Dynamic Advisor Solutions Phoenix, Arizona	$451K	+$67.2K	1	0.15%	Increased
917	Cetera Advisors Denver, Colorado	$449K	+$208K	1	0.03%	Increased
918	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$449K	$0	1	0.08%	Maintained
919	ZWJ Investment Counsel Atlanta, Georgia	$449K	+$855	1	0.04%	Increased
920	AI ArchPoint Investors Coral Gables, Florida	$447K	$0	1	0.14%	Maintained
921	RWA Ropes Wealth Advisors Boston, Massachusetts	$437K	+$69.3K	2	0.11%	Increased
922	RIM Rampart Investment Management Hartford, Connecticut	$432K	-$4.35K	1	0.17%	Reduced
923	PCM Piermont Capital Management St. Louis, Missouri	$431K	-$28.2K	1	0.14%	Reduced
924	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$429K	$0	2	0.06%	Maintained
925	Loews Corp New York	$428K	$0	2	0%	Maintained