← 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	VIA Vantage Investment Advisors State College, Pennsylvania	$19K	+$9.38K	1	0.01%	Increased
952	QAM QCI Asset Management Pittsford, New York	$18K	$0	1	0%	Maintained
953	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$16.2K	$0	1	0.01%	Maintained
954	GWA Genesis Wealth Advisors Braintree, Massachusetts	$15.1K	$0	1	0.01%	Maintained
955	CYG Clean Yield Group Norwich, Vermont	$15K	+$15K	1	0.01%	New
956	KCM Karp Capital Management Sausalito, California	$15K	+$7.63K	1	0.01%	Increased
957	GWS Glassman Wealth Services Vienna, Virginia	$14K	$0	1	0.01%	Maintained
958	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$14K	-$39K	1	0.01%	Reduced
959	MBT Monroe Bank & Trust Monroe, Michigan	$14K	$0	1	0%	Maintained
960	PR Payden & Rygel Los Angeles, California	$14K	$0	1	0%	Maintained
961	HM Payson & Co Portland, Maine	$13K	$0	1	0%	Maintained
962	LAIC Lederer & Associates Investment Counsel Long Beach, California	$13K	$0	1	0.01%	Maintained
963	SSB Sandy Spring Bank Olney, Maryland	$13K	$0	1	0%	Maintained
964	AC Alexandria Capital Arlington, Virginia	$11K	+$4.83K	1	0%	Increased
965	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$11K	-$1K	1	0.01%	Reduced
966	IMS Index Management Solutions Philadelphia, Pennsylvania	$11K	-$25.4K	2	0.01%	Reduced
967	RA Rational Advisors Huntington, New York	$11K	-$6.93K	1	0%	Reduced
968	DOA D'Orazio & Associates Falls Church, Virginia	$8K	$0	1	0.01%	Maintained
969	HI Hudock Inc Williamsport, Pennsylvania	$8K	$0	1	0%	Maintained
970	FMA FNY Managed Accounts New York	$6.34K	-$866K	1	0.01%	Reduced
971	JIC Joel Isaacson & Co New York	$6K	+$5.1K	1	0%	New
972	SIA Stancorp Investment Advisers Portland, Oregon	$6K	$0	1	0%	Maintained
973	Fuller & Thaler Asset Management San Mateo, California	$5K	-$69.6K	1	0%	Reduced
974	Avior Wealth Management Omaha, Nebraska	$4K	$0	1	0%	Maintained
975	CFSG Community Financial Services Group Newport, Vermont	$4K	+$3.54K	1	0%	New