← 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	WTB Washington Trust Bank Spokane, Washington	$440K	-$8.35K	1	0.06%	Reduced
902	WPW Winthrop Partners - WNY Buffalo, New York	$439K	+$95.1K	1	0.36%	Increased
903	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$434K	+$18.9K	1	0.07%	Increased
904	EFS Essex Financial Services Essex, Connecticut	$434K	-$6.11K	1	0.1%	Reduced
905	OA Oak Associates Akron, Ohio	$433K	$0	1	0.03%	Maintained
906	HC Henshaw Capital Woburn, Massachusetts	$431K	+$3.63K	1	0.04%	Increased
907	Cetera Advisors Denver, Colorado	$430K	+$14.2K	1	0.02%	Increased
908	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$429K	+$444K	1	0.14%	New
909	MAG Millrace Asset Group Berwyn, Pennsylvania	$429K	-$2.04K	1	0.33%	Reduced
910	BRA Blue Rock Advisors Wayzata, Minnesota	$424K	+$439K	1	1.08%	New
911	PA Probity Advisors Dallas, Texas	$423K	-$72.8K	1	0.15%	Reduced
912	CAPTRUST Financial Advisors Raleigh, North Carolina	$421K	+$45.4K	4	0.02%	Increased
913	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$414K	+$481K	1	0.16%	New
914	Adams Diversified Equity Fund Baltimore, Maryland	$412K	-$37.9K	1	0.02%	Reduced
915	WIP Wellesley Investment Partners Wellesley, Massachusetts	$408K	-$550K	1	0.14%	Reduced
916	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$406K	+$7.74K	1	0.03%	Increased
917	PCG Private Capital Group West Hartford, Connecticut	$403K	+$16.8K	4	0.09%	Increased
918	VCAM Van Cleef Asset Management Beachwood, Ohio	$399K	-$51.6K	1	0.1%	Reduced
919	NWP Northstar Wealth Partners West Hartford, Connecticut	$390K	-$131K	1	0.2%	Reduced
920	NB Nicolet Bankshares Green Bay, Wisconsin	$389K	$0	1	0.16%	Maintained
921	Fiduciary Trust Boston, Massachusetts	$384K	-$10.1K	2	0.01%	Reduced
922	CBU CIBC Bank USA Chicago, Illinois	$383K	+$227K	2	0.05%	Increased
923	RQS Ramsey Quantitative Systems Louisville, Kentucky	$382K	+$181K	1	0.39%	Increased
924	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$382K	+$5.72K	2	0.05%	Increased
925	HCA Harbour Capital Advisors Tysons Corner, Virginia	$377K	-$577K	1	0.16%	Reduced