← 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	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$113K	+$51.3K	4	0.05%	Increased
977	FIB First Interstate Bank Billings, Montana	$111K	-$3.27K	3	0.02%	Reduced
978	Crestwood Advisors Group Boston, Massachusetts	$108K	+$99.6K	1	0.01%	New
979	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$108K	+$35.5K	2	0.01%	Increased
980	SNT Security National Trust Wheeling, West Virginia	$108K	$0	1	0.04%	Maintained
981	IHT Wealth Management Chicago, Illinois	$107K	-$1.61K	4	0.07%	Reduced
982	MassMutual Private Wealth & Trust Windsor, Connecticut	$104K	+$8.52K	1	0.01%	Increased
983	Tudor Investment Corp Stamford, Connecticut	$101K	-$342K	1	0%	Reduced
984	CFA Carroll Financial Associates Charlotte, North Carolina	$97K	$0	1	0.01%	Maintained
985	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$96K	+$1.14K	2	0.05%	Increased
986	PB Pinnacle Bancorp Beatrice, Nebraska	$96K	+$92.5K	2	0.07%	New
987	AIM Acrospire Investment Management Chicago, Illinois	$93K	-$159K	3	0.08%	Reduced
988	AF Arrow Financial Glens Falls, New York	$93K	$0	1	0.02%	Maintained
989	RIM Rampart Investment Management Hartford, Connecticut	$93K	+$88.6K	1	0.03%	New
990	ZB Zions Bancorporation Salt Lake City, Utah	$93K	-$34.7K	1	0.02%	Reduced
991	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$92.3K	$0	1	0.11%	Maintained
992	VCM Versant Capital Management Phoenix, Arizona	$88K	-$7.23K	2	0.05%	Reduced
993	SWA Sutton Wealth Advisors Tampa, Florida	$86.2K	-$865	3	0.07%	Reduced
994	SIM Sonora Investment Management Tucson, Arizona	$81.6K	$0	1	0.02%	Maintained
995	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$80K	-$18.2K	1	0.04%	Reduced
996	Quadrant Capital Group Cincinnati, Ohio	$79K	-$16.4K	4	0.03%	Reduced
997	FPS Fieldpoint Private Securities Greenwich, Connecticut	$76K	+$72.8K	1	0.06%	New
998	HT Heritage Trust Oklahoma City, Oklahoma	$75K	+$72.5K	2	0.03%	New
999	AIM Anchor Investment Management Columbia, South Carolina	$74.2K	$0	1	0.03%	Maintained
1000	EP Edinburgh Partners Edinburgh, United Kingdom	$74K	$0	1	0.02%	Maintained