← 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	Freestone Capital Holdings Seattle, Washington	$366K	+$436K	1	0.03%	New
952	Hills Bank & Trust North Liberty, Iowa	$366K	-$7.77K	1	0.11%	Reduced
953	Geneos Wealth Management Englewood, Colorado	$363K	+$15.4K	3	0.03%	Increased
954	PC Port Capital Chicago, Illinois	$361K	+$355K	1	0.05%	New
955	NB Northwest Bancshares Warren, Pennsylvania	$360K	+$354K	1	0.15%	New
956	RR Robotti Robert	$359K	$0	1	0.09%	Maintained
957	PP PDS Planning Dublin, Ohio	$355K	+$350K	1	0.36%	New
958	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$353K	+$23.3K	1	0.02%	Increased
959	WI Wedgewood Investors Erie, Pennsylvania	$351K	-$6.53K	1	0.29%	Reduced
960	ACM AlphaStar Capital Management Cornelius, North Carolina	$349K	+$343K	1	0.09%	New
961	FGC Financial Gravity Companies Lakeway, Texas	$345K	+$321K	2	0.4%	New
962	Perpetual Ltd Sydney, New South Wales, Australia	$345K	+$38.9K	1	0.04%	Increased
963	Greenleaf Trust Kalamazoo, Michigan	$343K	+$69.2K	1	0.01%	Increased
964	BII Bainco International Investors Boston, Massachusetts	$340K	+$328K	1	0.05%	New
965	Savant Capital Rockford, Illinois	$340K	+$16K	1	0.07%	Increased
966	FPF FNY Partners Fund New York	$337K	+$348K	1	0.06%	New
967	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$337K	-$1.28M	1	0.02%	Reduced
968	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$333K	+$64K	1	0.06%	Increased
969	DA Dillon & Associates Jackson, Michigan	$332K	+$15.5K	1	0.13%	Increased
970	IIM Ironwood Investment Management Boston, Massachusetts	$332K	$0	1	0.24%	Maintained
971	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$331K	+$143K	1	0.16%	Increased
972	WEC Winslow Evans & Crocker Boston, Massachusetts	$326K	+$2.95K	2	0.1%	Increased
973	Heritage Investors Management Corp Bethesda, Maryland	$326K	-$62.2K	1	0.02%	Reduced
974	HighPoint Advisor Group Downers Grove, Illinois	$323K	+$21.2K	1	0.09%	Increased
975	RCS Retirement Capital Strategies San Jose, California	$323K	+$318K	1	0.17%	New