← 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	FFC First Financial Corp Terre Haute, Indiana	$77K	$0	1	0.04%	Maintained
927	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$76K	$0	1	0.02%	Maintained
928	SIM Sonora Investment Management Tucson, Arizona	$75K	+$5.52K	1	0.02%	Increased
929	CHP Cable Hill Partners Portland, Oregon	$70K	+$30.7K	2	0.05%	Increased
930	AIM Anchor Investment Management Columbia, South Carolina	$69.4K	+$61.3K	2	0.03%	New
931	SBL Sargent Bickham Lagudis Boulder, Colorado	$69K	+$60.8K	2	0.01%	New
932	Evercore Wealth Management New York	$67K	-$139K	1	0%	Reduced
933	BWP Baldwin Wealth Partners Marion, Massachusetts	$63K	+$55.2K	1	0.01%	New
934	EP Edinburgh Partners Edinburgh, United Kingdom	$63K	$0	1	0.01%	Maintained
935	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$63K	+$55.2K	1	0.01%	New
936	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$63K	-$884	1	0.01%	Reduced
937	VCM Versant Capital Management Phoenix, Arizona	$59K	-$12.9K	2	0.04%	Reduced
938	LWM LBA Wealth Management Jacksonville, Florida	$57K	+$10.7K	2	0.03%	Increased
939	RFA Reilly Financial Advisors La Mesa, California	$57K	+$11.9K	1	0.01%	Increased
940	FWM Focused Wealth Management Newburgh, New York	$54K	+$55	2	0.03%	Increased
941	IIM Ipswich Investment Management Beverly, Massachusetts	$52K	+$47K	1	0.02%	New
942	AW Alpha Windward Westwood, Massachusetts	$51K	$0	1	0.04%	Maintained
943	PFS Physicians Financial Services Raleigh, North Carolina	$50K	+$38.7K	1	0.05%	Increased
944	WA WFG Advisors Dallas, Texas	$49K	+$610	2	0.01%	Increased
945	CAL Capital Advisors Ltd Shaker Heights, Ohio	$46K	$0	1	0.02%	Maintained
946	Twin Tree Management Dallas, Texas	$46K	-$332K	1	0%	Reduced
947	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$45K	-$331K	2	0%	Reduced
948	ANBT American National Bank & Trust Wichita Falls, Texas	$44K	+$37.3K	1	0.02%	Increased
949	HPBT High Point Bank & Trust High Point, North Carolina	$44K	$0	1	0.01%	Maintained
950	PSC Prentiss Smith & Co Brattleboro, Vermont	$44K	-$6.91K	1	0.03%	Reduced