← 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
926	CWM Concert Wealth Management San Jose, California	$26K	+$29.7K	1	0%	New
927	T TradeWorx Red Bank, New Jersey	$26K	-$405K	1	0.02%	Reduced
928	HM Payson & Co Portland, Maine	$24K	+$19.8K	1	0%	New
929	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$24K	-$2.43M	1	0%	Reduced
930	CFG CKW Financial Group Honolulu, Hawaii	$23K	+$21.7K	1	0.01%	New
931	PSC Prentiss Smith & Co Brattleboro, Vermont	$21K	$0	1	0.01%	Maintained
932	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$18K	$0	1	0.01%	Maintained
933	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$17K	+$9.9K	1	0.01%	Increased
934	First Horizon Advisors Memphis, Tennessee	$17K	-$12K	2	0%	Reduced
935	PR Payden & Rygel Los Angeles, California	$16K	$0	1	0%	Maintained
936	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$15K	+$14.5K	1	0%	New
937	MBT Monroe Bank & Trust Monroe, Michigan	$15K	$0	1	0.01%	Maintained
938	CCS Crosspoint Capital Strategies Orinda, California	$14K	-$12.1K	2	0.01%	Reduced
939	HMS Hanseatic Management Services Albuquerque, New Mexico	$14K	+$12.5K	1	0.01%	Increased
940	JFA JNBA Financial Advisors Bloomington, Minnesota	$14K	$0	1	0.01%	Maintained
941	SFSIG San Francisco Sentry Investment Group San Francisco, California	$13K	$0	1	0.01%	Maintained
942	SSB Sandy Spring Bank Olney, Maryland	$12K	$0	1	0%	Maintained
943	SJIM St. Johns Investment Management Jacksonville, Florida	$12K	+$11.1K	1	0.01%	New
944	NSIM North Star Investment Management Chicago, Illinois	$11K	$0	1	0%	Maintained
945	DOA D'Orazio & Associates Falls Church, Virginia	$10K	$0	1	0.01%	Maintained
946	NFG Next Financial Group Houston, Texas	$10K	+$10.6K	1	0.01%	New
947	VIA Vantage Investment Advisors State College, Pennsylvania	$10K	+$74	1	0.01%	Increased
948	FAM Formidable Asset Management Cincinnati, Ohio	$8K	+$7.27K	1	0%	New
949	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$8K	$0	1	0%	Maintained
950	RWM Raffa Wealth Management Washington, District of Columbia	$6.56K	$0	1	0.01%	Maintained