← 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
976	WB Webster Bank Waterbury, Connecticut	$68K	+$66.8K	1	0.01%	New
977	AIM Anchor Investment Management Columbia, South Carolina	$67.1K	-$7.7K	1	0.03%	Reduced
978	CB Community Bank Dewitt, New York	$67K	-$78.7K	2	0.01%	Reduced
979	EP Edinburgh Partners Edinburgh, United Kingdom	$67K	$0	1	0.01%	Maintained
980	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$67K	$0	1	0.01%	Maintained
981	IPC Independent Portfolio Consultants Boca Raton, Florida	$66K	-$6.8K	2	0.02%	Reduced
982	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$64K	-$70.6K	2	0.01%	Reduced
983	AW Alpha Windward Westwood, Massachusetts	$62K	+$5.97K	1	0.04%	Increased
984	IDBONY Israel Discount Bank of New York New York	$62K	+$60.6K	1	0.06%	New
985	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$60.4K	+$59K	1	0.06%	New
986	SBL Sargent Bickham Lagudis Boulder, Colorado	$59K	-$27.8K	2	0.01%	Reduced
987	NN Investment Partners Holdings The Hague, Netherlands	$58K	$0	1	0%	Maintained
988	Arax Advisory Partners Denver, Colorado	$57K	+$55.8K	1	0.03%	New
989	SEC Seven Eight Capital New York	$56K	-$208K	1	0.01%	Reduced
990	SSB Sandy Spring Bank Olney, Maryland	$55K	+$43.6K	1	0.01%	Increased
991	Krilogy Financial St. Louis, Missouri	$53K	+$14.2K	2	0.02%	Increased
992	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$53K	+$4.43K	4	0.02%	Increased
993	WA WFG Advisors Dallas, Texas	$52K	+$131	2	0.01%	Increased
994	Citizens Financial Group Providence, Rhode Island	$51K	$0	1	0%	Maintained
995	CAL Capital Advisors Ltd Shaker Heights, Ohio	$49K	$0	1	0.02%	Maintained
996	Brown Brothers Harriman & Co New York	$48K	+$47.2K	1	0%	New
997	PSC Prentiss Smith & Co Brattleboro, Vermont	$47K	$0	1	0.03%	Maintained
998	Spot Trading Chicago, Illinois	$46K	-$28.4K	1	0%	Reduced
999	GAM Gemmer Asset Management Walnut Creek, California	$45K	$0	2	0.02%	Maintained
1000	BWP Baldwin Wealth Partners Marion, Massachusetts	$43K	$0	1	0.01%	Maintained