← 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	CAL Capital Advisors Ltd Shaker Heights, Ohio	$62K	$0	1	0.03%	Maintained
927	CBT Central Bank & Trust Lexington, Kentucky	$60K	$0	1	0.02%	Maintained
928	HFM Hartford Financial Management Hartford, Connecticut	$60K	+$63.5K	1	0.04%	New
929	Twin Tree Management Dallas, Texas	$59K	-$564K	1	0%	Reduced
930	BAM Bruderman Asset Management Locust Valley, New York	$58K	+$8.12K	1	0.02%	Increased
931	FFC First Financial Corp Terre Haute, Indiana	$57K	+$7.06K	1	0.03%	Increased
932	IRS Invictus RG (Singapore) Singapore	$55K	-$230K	1	0.05%	Reduced
933	LFR Lehman Financial Resources Media, Pennsylvania	$53K	$0	1	0.03%	Maintained
934	FNYS First New York Securities New York	$52K	+$54.4K	1	0.03%	New
935	PSC Prentiss Smith & Co Brattleboro, Vermont	$47K	$0	1	0.02%	Maintained
936	AW Alpha Windward Westwood, Massachusetts	$44K	-$2.12K	1	0.03%	Reduced
937	PAM Paradigm Asset Management New York	$43K	+$7.34K	1	0%	Increased
938	FI FCM Investments Dallas, Texas	$40K	$0	1	0.02%	Maintained
939	LWM LBA Wealth Management Jacksonville, Florida	$36K	+$37.4K	1	0.02%	New
940	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$35K	$0	1	0.02%	Maintained
941	FA FMA Advisory Harrisburg, Pennsylvania	$34K	+$35.3K	1	0.02%	New
942	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$34K	$0	1	0.01%	Maintained
943	RIA Regal Investment Advisors Kentwood, Michigan	$33K	$0	2	0.01%	Maintained
944	Klingman & Associates New York	$30K	$0	1	0.01%	Maintained
945	RCM Rotella Capital Management Bellevue, Washington	$30K	+$36.1K	1	0.02%	New
946	Saturna Capital Bellingham, Washington	$30K	+$31.6K	1	0%	New
947	Country Trust Bank Bloomington, Illinois	$27K	$0	1	0%	Maintained
948	HPBT High Point Bank & Trust High Point, North Carolina	$27K	$0	1	0.01%	Maintained
949	Farmers & Merchants Investments Inc Lincoln, Nebraska	$26K	$0	1	0%	Maintained
950	ACS Archford Capital Strategies Swansea, Illinois	$25K	$0	2	0.02%	Maintained