← 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	SBL Sargent Bickham Lagudis Boulder, Colorado	$86K	+$38.1K	2	0.01%	Increased
927	Group One Trading Chicago, Illinois	$85K	+$71K	1	0%	Increased
928	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$83K	+$81.4K	1	0.05%	New
929	AF Arrow Financial Glens Falls, New York	$82K	$0	1	0.02%	Maintained
930	EDRM Edmond de Rothschild (Monaco) Monaco	$81K	+$79.5K	1	0.07%	New
931	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$74K	+$32.5K	2	0.06%	Increased
932	AIM Anchor Investment Management Columbia, South Carolina	$73.4K	$0	2	0.03%	Maintained
933	VCM Versant Capital Management Phoenix, Arizona	$73K	-$1.23K	2	0.04%	Reduced
934	SIM Sonora Investment Management Tucson, Arizona	$72.6K	$0	1	0.02%	Maintained
935	Spot Trading Chicago, Illinois	$71K	+$67K	1	0%	New
936	SWA Sutton Wealth Advisors Tampa, Florida	$70.2K	-$35.9K	3	0.06%	Reduced
937	M MOTCO San Antonio, Texas	$70K	+$66.2K	1	0.01%	Increased
938	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$67K	$0	1	0.01%	Maintained
939	EP Edinburgh Partners Edinburgh, United Kingdom	$66K	$0	1	0.01%	Maintained
940	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$66K	-$19.4K	1	0.02%	Reduced
941	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$66K	$0	1	0.01%	Maintained
942	IPC Independent Portfolio Consultants Boca Raton, Florida	$64K	-$22.3K	1	0.02%	Reduced
943	NN Investment Partners Holdings The Hague, Netherlands	$55K	-$719K	1	0%	Reduced
944	AW Alpha Windward Westwood, Massachusetts	$54K	$0	1	0.04%	Maintained
945	EEG E.E. Geduld	$54K	+$53.8K	1	0.05%	New
946	LWM LBA Wealth Management Jacksonville, Florida	$54K	-$8.77K	1	0.03%	Reduced
947	WA WFG Advisors Dallas, Texas	$51K	-$605	2	0.01%	Reduced
948	Citizens Financial Group Providence, Rhode Island	$50K	-$11K	1	0%	Reduced
949	FWM Focused Wealth Management Newburgh, New York	$50K	+$65	2	0.02%	Increased
950	CAL Capital Advisors Ltd Shaker Heights, Ohio	$48K	$0	1	0.02%	Maintained