← 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	WEC Winslow Evans & Crocker Boston, Massachusetts	$121K	-$25.8K	1	0.03%	Reduced
927	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$119K	$0	2	0%	Maintained
928	IPC Independent Portfolio Consultants Boca Raton, Florida	$118K	+$83.4K	1	0.02%	Increased
929	MIC MU Investments Company Tokyo, Japan	$118K	$0	1	0.05%	Maintained
930	QIM Quantitative Investment Management Charlottesville, Virginia	$117K	-$384K	1	0.02%	Reduced
931	CB Community Bank Dewitt, New York	$115K	+$112K	1	0.03%	New
932	CHP Cable Hill Partners Portland, Oregon	$100K	+$96.7K	2	0.1%	New
933	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$90K	+$86.9K	2	0.05%	New
934	SNT Security National Trust Wheeling, West Virginia	$90K	+$12.1K	1	0.03%	Increased
935	TCOT Trust Company of Toledo Holland, Ohio	$87K	$0	1	0.03%	Maintained
936	AF Arrow Financial Glens Falls, New York	$85K	-$206K	1	0.02%	Reduced
937	FWM Focused Wealth Management Newburgh, New York	$84K	-$24.4K	2	0.06%	Reduced
938	CFA Carroll Financial Associates Charlotte, North Carolina	$82K	-$12.8K	1	0.05%	Reduced
939	GGPS Gary Goldberg Planning Services Suffern, New York	$80K	-$256K	1	0.03%	Reduced
940	RegentAtlantic Capital Morristown, New Jersey	$80K	+$75.1K	1	0.01%	New
941	Fuller & Thaler Asset Management San Mateo, California	$75K	-$141K	1	0%	Reduced
942	SSG Summit Securities Group New York	$75K	-$71.1K	1	0.02%	Reduced
943	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$70K	-$19.9K	1	0.01%	Reduced
944	EP Edinburgh Partners Edinburgh, United Kingdom	$68K	$0	1	0.01%	Maintained
945	GAM Gemmer Asset Management Walnut Creek, California	$68K	+$59K	2	0.05%	Increased
946	MAS Madden Advisory Services Jacksonville, Florida	$68K	$0	1	0.04%	Maintained
947	PSC Prentiss Smith & Co Brattleboro, Vermont	$65K	+$44.3K	1	0.03%	Increased
948	RFA Reilly Financial Advisors La Mesa, California	$65K	-$12.3K	1	0.02%	Reduced
949	First Horizon Advisors Memphis, Tennessee	$64K	-$6.86K	2	0.01%	Reduced
950	FQ First Quadrant Glendale, California	$64K	+$55K	1	0%	New