← 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	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$321K	-$35.9K	1	0.13%	Reduced
977	CA Capital Advantage Walnut Creek, California	$320K	+$314K	1	0.08%	New
978	Cetera Advisor Networks El Segundo, California	$319K	-$1.79K	1	0.01%	Reduced
979	LA Lucus Advisors New York	$319K	+$381K	1	0.47%	New
980	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$318K	-$7K	2	0.23%	Reduced
981	Benjamin F. Edwards & Company St. Louis, Missouri	$318K	+$92K	3	0.03%	Increased
982	Luther King Capital Management (LKCM) Fort Worth, Texas	$318K	+$313K	1	0%	New
983	PK Pflug Koory Omaha, Nebraska	$314K	$0	1	0.25%	Maintained
984	Choreo LLC Rockford, Illinois	$313K	+$77.9K	1	0.04%	Increased
985	TCB Texas Capital Bancshares Dallas, Texas	$311K	$0	1	0.7%	Maintained
986	WIM Wilen Investment Management Bonita Springs, Florida	$310K	-$31.1K	1	0.2%	Reduced
987	MCM Manchester Capital Management Manchester, Vermont	$308K	$0	1	0.05%	Maintained
988	WPW Winthrop Partners - WNY Buffalo, New York	$307K	+$287K	1	0.25%	New
989	Fayez Sarofim & Co Houston, Texas	$307K	+$83.9K	1	0%	Increased
990	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$304K	$0	1	0.08%	Maintained
991	AF Advisornet Financial Minnetonka, Minnesota	$303K	+$299K	2	0.05%	New
992	SAA Southeast Asset Advisors Thomasville, Georgia	$300K	$0	1	0.09%	Maintained
993	HFS Haverford Financial Services Radnor, Pennsylvania	$294K	+$12.3K	1	0.11%	Increased
994	MC Miles Capital West Des Moines, Iowa	$294K	-$2.44K	1	0.17%	Reduced
995	Inspire Investing Meridian, Idaho	$293K	+$300K	2	0.25%	New
996	TFA Toth Financial Advisory Leesburg, Virginia	$293K	-$39.5K	1	0.07%	Reduced
997	CCB Cutter & Co Brokerage Ballwin, Missouri	$290K	-$133K	1	0.12%	Reduced
998	LIM Leavell Investment Management Mobile, Alabama	$288K	$0	1	0.03%	Maintained
999	Krilogy Financial St. Louis, Missouri	$287K	+$205K	2	0.07%	Increased
1000	GC Gratry & Company Beachwood, Ohio	$285K	-$31.5K	1	0.34%	Reduced