← 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	Klingman & Associates New York	$48K	$0	1	0.01%	Maintained
952	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$46K	-$82.2K	3	0.02%	Reduced
953	PSC Prentiss Smith & Co Brattleboro, Vermont	$46K	$0	1	0.03%	Maintained
954	OC Oakworth Capital Birmingham, Alabama	$45K	$0	1	0.02%	Maintained
955	GAM Gemmer Asset Management Walnut Creek, California	$44K	$0	2	0.02%	Maintained
956	PCA Peddock Capital Advisors Braintree, Massachusetts	$44K	+$43.5K	1	0.03%	New
957	BWP Baldwin Wealth Partners Marion, Massachusetts	$42K	-$23.6K	1	0.01%	Reduced
958	CYG Clean Yield Group Norwich, Vermont	$38K	+$23.5K	1	0.02%	Increased
959	Krilogy Financial St. Louis, Missouri	$37K	+$13.6K	2	0.01%	Increased
960	BAM Bruderman Asset Management Locust Valley, New York	$36K	+$323	1	0.01%	Increased
961	CHP Cable Hill Partners Portland, Oregon	$36K	-$1.73K	3	0.03%	Reduced
962	CJA C-J Advisory San Jose, California	$34K	+$33.5K	1	0.03%	New
963	QAM QCI Asset Management Pittsford, New York	$34K	-$15.8K	1	0%	Reduced
964	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$29K	$0	1	0.03%	Maintained
965	Country Trust Bank Bloomington, Illinois	$27K	-$19.4K	1	0%	Reduced
966	Hillsdale Investment Management Toronto, Ontario, Canada	$27K	$0	1	0.01%	Maintained
967	RFA Reilly Financial Advisors La Mesa, California	$27K	-$17K	1	0%	Reduced
968	ACS Archford Capital Strategies Swansea, Illinois	$26K	-$660	2	0.01%	Reduced
969	FFC First Financial Corp Terre Haute, Indiana	$26K	-$9.7K	1	0.02%	Reduced
970	HCM Horrell Capital Management Little Rock, Arkansas	$26K	$0	1	0.02%	Maintained
971	NSIM North Star Investment Management Chicago, Illinois	$26K	$0	1	0%	Maintained
972	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$24K	-$26.6K	1	0.01%	Reduced
973	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$23K	$0	1	0.01%	Maintained
974	AIM Arcadia Investment Management Kalamazoo, Michigan	$22K	$0	1	0.01%	Maintained
975	CCM Cribstone Capital Management Augusta, Maine	$21K	+$905	1	0.01%	Increased