← 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	Benjamin F. Edwards & Company St. Louis, Missouri	$228K	-$642K	3	0.03%	Reduced
977	Cetera Advisors Denver, Colorado	$228K	+$225K	1	0.01%	New
978	CCA Checchi Capital Advisers Beverly Hills, California	$228K	+$4.53K	1	0.02%	Increased
979	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$227K	-$31.4K	1	0.03%	Reduced
980	Choreo LLC Rockford, Illinois	$227K	-$205K	1	0.03%	Reduced
981	Twin Tree Management Dallas, Texas	$227K	+$142K	2	0%	Increased
982	ACM AUA Capital Management Camp Hill, Pennsylvania	$221K	$0	1	0.2%	Maintained
983	CC Courier Capital Buffalo, New York	$221K	+$1.89K	1	0.03%	Increased
984	GAMCO Investors Greenwich, Connecticut	$221K	-$39.2K	1	0%	Reduced
985	Nicholas Hoffman & Company Atlanta, Georgia	$218K	+$214K	1	0.09%	New
986	PM Parametrica Management Wanchai, Hong Kong	$218K	-$15.5K	1	0.09%	Reduced
987	RIA Regal Investment Advisors Kentwood, Michigan	$218K	+$214K	1	0.05%	New
988	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$216K	$0	1	0.11%	Maintained
989	Fayez Sarofim & Co Houston, Texas	$215K	$0	1	0%	Maintained
990	BAM Brave Asset Management Summit, New Jersey	$214K	$0	1	0.11%	Maintained
991	BW Bison Wealth Atlanta, Georgia	$209K	+$206K	1	0.17%	New
992	QC QCM Cayman Houston, Texas	$208K	+$204K	1	0.53%	New
993	FAM Fortaleza Asset Management Chicago, Illinois	$204K	$0	1	0.37%	Maintained
994	FPS Fieldpoint Private Securities Greenwich, Connecticut	$203K	+$193K	2	0.09%	New
995	BWM BigSur Wealth Management Miami, Florida	$202K	+$199K	1	0.2%	New
996	WF WealthTrust Fairport Cleveland, Ohio	$201K	-$111K	1	0.02%	Reduced
997	CDH Charles D. Hyman	$200K	$0	1	0.02%	Maintained
998	RA Rational Advisors Huntington, New York	$200K	+$106K	1	0.11%	Increased
999	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$194K	$0	1	0.15%	Maintained
1000	First Manhattan New York	$192K	$0	2	0%	Maintained