← 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	Walleye Trading New York	$23K	-$1.33M	2	0%	Reduced
952	SCM Seamans Capital Management Boston, Massachusetts	$23K	-$20.7K	1	0.06%	Reduced
953	HA Harfst & Associates Sheridan, Wyoming	$22K	+$23.5K	1	0.01%	New
954	RCG Ruggie Capital Group Tavares, Florida	$22K	$0	1	0.02%	Maintained
955	SCA Strategic Capital Alternatives Gig Harbor, United States	$22K	$0	1	0.01%	Maintained
956	CFG CKW Financial Group Honolulu, Hawaii	$20K	$0	1	0.01%	Maintained
957	HM Payson & Co Portland, Maine	$20K	+$15.5K	1	0%	Increased
958	TFA Transamerica Financial Advisors St. Petersburg, Florida	$20K	+$847	1	0%	Increased
959	AWM AllSquare Wealth Management Albany, New York	$19K	$0	2	0.02%	Maintained
960	AC Alexandria Capital Arlington, Virginia	$18K	+$7.55K	1	0%	Increased
961	QAM QCI Asset Management Pittsford, New York	$18K	$0	1	0%	Maintained
962	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$17.2K	-$1.13M	1	0.06%	Reduced
963	CFSG Community Financial Services Group Newport, Vermont	$17K	+$14K	1	0.01%	Increased
964	SSB Sandy Spring Bank Olney, Maryland	$17K	+$4.1K	2	0%	Increased
965	TCI Wealth Advisors Tucson, Arizona	$17K	+$14.1K	1	0.01%	Increased
966	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$16.1K	$0	1	0.01%	Maintained
967	CWM Catamount Wealth Management Westport, Connecticut	$16K	+$16.4K	1	0.01%	New
968	KCM Karp Capital Management Sausalito, California	$16K	$0	1	0.01%	Maintained
969	IMS Index Management Solutions Philadelphia, Pennsylvania	$14K	+$3.14K	2	0.01%	Increased
970	PR Payden & Rygel Los Angeles, California	$14K	$0	1	0%	Maintained
971	GWA Genesis Wealth Advisors Braintree, Massachusetts	$13.6K	$0	1	0.01%	Maintained
972	Janney Montgomery Scott Philadelphia, Pennsylvania	$13.4K	-$14.2M	1	0%	Reduced
973	FCT Family Capital Trust Peabody, Massachusetts	$13K	+$13.7K	1	0.01%	New
974	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$13K	-$353	1	0.01%	Reduced
975	MBT Monroe Bank & Trust Monroe, Michigan	$13K	$0	1	0%	Maintained