← 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	LD Lipe & Dalton Syracuse, New York	$377K	+$34.8K	1	0.28%	Increased
927	COI Connable Office Inc Kalamazoo, Michigan	$375K	-$203K	1	0.08%	Reduced
928	PCM Princeton Capital Management Red Bank, New Jersey	$375K	-$29.8K	1	0.16%	Reduced
929	SIA SeaBridge Investment Advisors Summit, New Jersey	$374K	$0	1	0.09%	Maintained
930	DCM Dynamic Capital Management St. Helier, Jersey	$372K	+$385K	1	0.59%	New
931	WA Wheatland Advisors Lancaster, Pennsylvania	$369K	$0	1	0.3%	Maintained
932	ING Group Amsterdam, Netherlands	$367K	-$1.13M	1	0.01%	Reduced
933	PC Port Capital Chicago, Illinois	$366K	+$25.6K	1	0.05%	Increased
934	JIP Jaffetilchin Investment Partners Tampa, Florida	$362K	-$5.11K	1	0.08%	Reduced
935	Fulton Bank Lancaster, Pennsylvania	$357K	-$168K	1	0.02%	Reduced
936	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$357K	-$22.3K	1	0.17%	Reduced
937	AIM Allen Investment Management New York	$356K	$0	1	0.01%	Maintained
938	Parallel Advisors San Francisco, California	$356K	+$1.58K	4	0.05%	Increased
939	RWA Ropes Wealth Advisors Boston, Massachusetts	$356K	-$30.2K	1	0.1%	Reduced
940	SignatureFD Atlanta, Georgia	$356K	+$60.3K	4	0.04%	Increased
941	CCM Catawba Capital Management Roanoke, Virginia	$350K	-$236K	1	0.08%	Reduced
942	Qube Research & Technologies (QRT) London, United Kingdom	$348K	+$356K	2	0.22%	New
943	FAN Financial Advisors Network Tustin, California	$346K	+$358K	1	0.21%	New
944	Geneos Wealth Management Englewood, Colorado	$345K	-$1.33K	3	0.03%	Reduced
945	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$344K	+$29K	1	0.16%	Increased
946	KSA Ken Stern & Associates San Diego, California	$344K	$0	1	0.16%	Maintained
947	NB Northwest Bancshares Warren, Pennsylvania	$344K	+$7.58K	1	0.15%	Increased
948	CS Comerica Securities Detroit, Michigan	$343K	-$12.1K	1	0.04%	Reduced
949	TC Truvestments Capital Sarasota, Florida	$342K	+$354K	1	0.21%	New
950	Savant Capital Rockford, Illinois	$337K	+$3.4K	1	0.07%	Increased