← 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
951	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$63K	+$16.1K	1	0%	Increased
952	CAL Capital Advisors Ltd Shaker Heights, Ohio	$62K	-$9.69K	1	0.03%	Reduced
953	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$62K	$0	1	0.01%	Maintained
954	TIM Tortoise Investment Management White Plains, New York	$54K	+$52.7K	1	0.02%	New
955	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$53K	+$10.5K	2	0.01%	Increased
956	AW Alpha Windward Westwood, Massachusetts	$46K	+$4.81K	1	0.03%	Increased
957	NES New England Securities New York	$46K	-$11.6K	2	0.02%	Reduced
958	FFC First Financial Corp Terre Haute, Indiana	$43K	$0	1	0.02%	Maintained
959	FI FCM Investments Dallas, Texas	$41K	$0	1	0.02%	Maintained
960	Capital Analysts LLC Fort Washington, Pennsylvania	$39.8K	+$132	1	0.01%	Increased
961	WSCM Wellington Shields Capital Management New York	$38K	$0	1	0.01%	Maintained
962	IMS Index Management Solutions Philadelphia, Pennsylvania	$36K	-$298K	1	0.01%	Reduced
963	LFR Lehman Financial Resources Media, Pennsylvania	$34K	-$19.8K	1	0.02%	Reduced
964	MassMutual Private Wealth & Trust Windsor, Connecticut	$31.4K	+$30.5K	1	0.01%	New
965	CFA Camarda Financial Advisors Fleming Island, Florida	$31K	+$27.9K	1	0.02%	New
966	Klingman & Associates New York	$29K	+$26.9K	1	0.01%	New
967	HPBT High Point Bank & Trust High Point, North Carolina	$27K	$0	1	0.01%	Maintained
968	AWM AllSquare Wealth Management Albany, New York	$22K	+$23.7K	2	0.02%	New
969	CFG CKW Financial Group Honolulu, Hawaii	$20K	+$132	1	0.01%	Increased
970	Farmers & Merchants Investments Inc Lincoln, Nebraska	$19K	-$10.9K	1	0%	Reduced
971	O'Shaughnessy Asset Management Stamford, Connecticut	$19K	+$10.9K	1	0%	Increased
972	RIA Regal Investment Advisors Kentwood, Michigan	$19K	-$81.3K	1	0.01%	Reduced
973	TFA Transamerica Financial Advisors St. Petersburg, Florida	$19K	$0	1	0%	Maintained
974	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$18K	$0	1	0.01%	Maintained
975	QAM QCI Asset Management Pittsford, New York	$18K	+$17.9K	1	0%	New