← 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	ACS Archford Capital Strategies Swansea, Illinois	$25K	+$25.4K	2	0.01%	New
952	Hillsdale Investment Management Toronto, Ontario, Canada	$24K	$0	1	0.01%	Maintained
953	HCM Horrell Capital Management Little Rock, Arkansas	$24K	$0	1	0.02%	Maintained
954	NSIM North Star Investment Management Chicago, Illinois	$24K	+$24.6K	1	0%	New
955	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$21K	$0	1	0.01%	Maintained
956	Krilogy Financial St. Louis, Missouri	$21K	$0	1	0.01%	Maintained
957	AIM Arcadia Investment Management Kalamazoo, Michigan	$19K	+$17.9K	1	0.01%	New
958	CCM Cribstone Capital Management Augusta, Maine	$19K	+$20K	1	0.01%	New
959	Brown Brothers Harriman & Co New York	$18K	+$13K	1	0%	Increased
960	MFW Mosaic Family Wealth St. Louis, Missouri	$18K	-$102K	2	0.01%	Reduced
961	PCP Proficio Capital Partners Newton, Massachusetts	$17K	+$9.8K	2	0.01%	Increased
962	DOA D'Orazio & Associates Falls Church, Virginia	$15K	-$9.95K	2	0.01%	Reduced
963	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$14.2K	$0	1	0.01%	Maintained
964	LJHT Laurie J. Hall Trustee	$14K	+$8.6K	1	0.01%	Increased
965	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$14K	$0	3	0%	Maintained
966	CYG Clean Yield Group Norwich, Vermont	$13K	$0	1	0.01%	Maintained
967	Gradient Investments Arden Hills, Minnesota	$13K	-$4.36K	1	0%	Reduced
968	GWS Glassman Wealth Services Vienna, Virginia	$12K	$0	1	0.01%	Maintained
969	VIA Vantage Investment Advisors State College, Pennsylvania	$12K	$0	1	0.01%	Maintained
970	Farmers & Merchants Investments Inc Lincoln, Nebraska	$11K	$0	1	0%	Maintained
971	JCM Jacobi Capital Management Pittston, Pennsylvania	$11K	+$11.7K	1	0.01%	New
972	NC NewSquare Capital Newtown Square, Pennsylvania	$10K	-$2.64K	1	0%	Reduced
973	SIG Stanford Investment Group Mountain View, California	$10K	$0	1	0.01%	Maintained
974	Group One Trading Chicago, Illinois	$9K	-$16.3K	2	0%	Reduced
975	SSB Sandy Spring Bank Olney, Maryland	$9K	-$4K	1	0%	Reduced