← 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	LTI Laffer Tengler Investments Nashville, Tennessee	$393K	+$382K	1	0.34%	New
952	Cetera Advisor Networks El Segundo, California	$393K	+$73.5K	1	0.01%	Increased
953	COI Connable Office Inc Kalamazoo, Michigan	$393K	$0	1	0.07%	Maintained
954	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$392K	-$4.49K	1	0.2%	Reduced
955	FEM Fulcrum Equity Management Plano, Texas	$390K	+$105K	1	0.19%	Increased
956	CCG Cypress Capital Group Palm Beach, Florida	$389K	+$31.2K	1	0.08%	Increased
957	PHK Point72 Hong Kong Hong Kong	$387K	+$283K	5	0.11%	Increased
958	NB Northwest Bancshares Warren, Pennsylvania	$386K	$0	1	0.16%	Maintained
959	PEAK6 Investments Chicago, Illinois	$386K	+$210K	2	0%	Increased
960	CBT Capital Bank & Trust Irvine, California	$382K	-$11M	2	0%	Reduced
961	HCA Harbour Capital Advisors Tysons Corner, Virginia	$381K	$0	1	0.16%	Maintained
962	VCAM Van Cleef Asset Management Beachwood, Ohio	$381K	-$2.02K	1	0.08%	Reduced
963	MCM Manchester Capital Management Manchester, Vermont	$380K	-$8.18K	1	0.05%	Reduced
964	EFS Essex Financial Services Essex, Connecticut	$376K	-$56.9K	1	0.11%	Reduced
965	P Pitcairn Conshohocken, Pennsylvania	$376K	+$12.9K	1	0.04%	Increased
966	BOE Bank of Edwardsville Edwardsville, Illinois	$374K	-$3.08K	1	0.47%	Reduced
967	Qube Research & Technologies (QRT) London, United Kingdom	$374K	-$1.49M	1	0.09%	Reduced
968	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$372K	$0	1	0.08%	Maintained
969	Ossiam Paris, France	$371K	+$361K	1	0.03%	New
970	GCA Gideon Capital Advisors New York	$369K	-$1.54M	1	0.13%	Reduced
971	SM Sciencast Management Princeton, New Jersey	$369K	-$194K	1	0.21%	Reduced
972	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$367K	-$29.4K	1	0.14%	Reduced
973	DA Doliver Advisors Houston, Texas	$366K	-$1.21K	1	0.14%	Reduced
974	LCM Landscape Capital Management Englewood, New Jersey	$366K	-$521K	1	0.03%	Reduced
975	NC Northpointe Capital Bloomfield Hills, Michigan	$365K	-$2.07M	1	0.12%	Reduced