← 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	Grimes & Company Westborough, Massachusetts	$254K	$0	1	0.03%	Maintained
952	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$252K	+$248K	1	0%	New
953	BRF B. Riley Financial Los Angeles, California	$250K	+$246K	1	0.07%	New
954	FC Ferris Capital Marlborough, Massachusetts	$250K	+$8.26K	1	0.12%	Increased
955	Horizon Kinetics New York	$249K	+$244K	1	0.01%	New
956	BAC Boys Arnold & Co Asheville, North Carolina	$247K	$0	1	0.04%	Maintained
957	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$246K	+$914	3	0%	Increased
958	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$246K	$0	1	0.15%	Maintained
959	WIC Woodmont Investment Counsel Nashville, Tennessee	$244K	+$241K	1	0.07%	New
960	Fenimore Asset Management Cobleskill, New York	$242K	+$238K	1	0.01%	New
961	Spot Trading Chicago, Illinois	$242K	-$22.5K	1	0%	Reduced
962	BTIS BB&T Investment Services Charlotte, North Carolina	$241K	+$50.9K	3	0.05%	Increased
963	KLWA Kelly Lawrence W & Associates Pasadens, California	$241K	-$5.91M	1	0.05%	Reduced
964	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$241K	-$1.42K	1	0.04%	Reduced
965	WP WealthSource Partners San Luis Obispo, California	$241K	+$17.5K	1	0.08%	Increased
966	AT Argent Trust San Antonio, Texas	$240K	-$77.4K	1	0.07%	Reduced
967	IC InterOcean Capital Chicago, Illinois	$240K	+$236K	1	0.04%	New
968	RCM RB Capital Management Reno, Nevada	$239K	+$3.47K	1	0.19%	Increased
969	Bartlett & Co Cincinnati, Ohio	$237K	$0	1	0.01%	Maintained
970	MCM Maple Capital Management Montpelier, Vermont	$234K	+$210K	1	0.06%	New
971	CAM Columbia Asset Management Ann Arbor, Michigan	$232K	$0	1	0.07%	Maintained
972	Nuveen Fund Advisors Chicago, Illinois	$232K	-$82.3K	1	0.05%	Reduced
973	BL BFSG LLC Irvine, California	$230K	+$219K	1	0.1%	New
974	CM Capital Management Glen Allen, Virginia	$230K	$0	1	0.07%	Maintained
975	GAM Gemmer Asset Management Walnut Creek, California	$229K	-$1K	2	0.09%	Reduced