← 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	CCA Checchi Capital Advisers Beverly Hills, California	$227K	-$13K	1	0.02%	Reduced
977	WP WealthSource Partners San Luis Obispo, California	$226K	+$222K	1	0.08%	New
978	SSG Summit Securities Group New York	$225K	-$309K	1	0.04%	Reduced
979	ACM AUA Capital Management Camp Hill, Pennsylvania	$224K	+$171K	1	0.2%	Increased
980	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$224K	+$220K	1	0.18%	New
981	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$223K	-$16.7K	1	0.15%	Reduced
982	CC Courier Capital Buffalo, New York	$222K	+$7.92K	1	0.04%	Increased
983	OAM Origin Asset Management London, United Kingdom	$222K	+$251K	1	0.01%	New
984	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$219K	$0	1	0.12%	Maintained
985	Fayez Sarofim & Co Houston, Texas	$218K	$0	1	0%	Maintained
986	Tower Research Capital (TRC) New York	$218K	-$100K	2	0.02%	Reduced
987	SIM SSI Investment Management Los Angeles, California	$216K	-$2.74K	1	0.02%	Reduced
988	NCM Novare Capital Management Charlotte, North Carolina	$211K	-$154K	1	0.05%	Reduced
989	BAM Brave Asset Management Summit, New Jersey	$210K	$0	1	0.11%	Maintained
990	Fiduciary Trust Boston, Massachusetts	$209K	+$204K	1	0.01%	New
991	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$203K	+$201K	1	0.04%	New
992	CDH Charles D. Hyman	$203K	+$199K	1	0.03%	New
993	Penserra Capital Management Orinda, California	$202K	-$2.11M	1	0.07%	Reduced
994	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$197K	$0	1	0.16%	Maintained
995	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$193K	-$9.37K	1	0.1%	Reduced
996	First Manhattan New York	$193K	-$8.99K	2	0%	Reduced
997	FAM Fortaleza Asset Management Chicago, Illinois	$185K	+$61K	1	0.35%	Increased
998	BTIS BB&T Investment Services Charlotte, North Carolina	$183K	+$55.3K	3	0.05%	Increased
999	SC SRB Corp Boston, Massachusetts	$182K	-$12.7K	1	0.03%	Reduced
1000	TDC Thompson Davis & Co Richmond, Virginia	$182K	-$6.08K	4	0.29%	Reduced