← 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	Fayez Sarofim & Co Houston, Texas	$305K	$0	1	0%	Maintained
977	Greenleaf Trust Kalamazoo, Michigan	$305K	-$44.9K	1	0.01%	Reduced
978	YWP YorkBridge Wealth Partners New York	$305K	+$158	3	0.13%	Increased
979	WP WMS Partners Towson, Maryland	$304K	+$2.32K	1	0.04%	Increased
980	WEC Winslow Evans & Crocker Boston, Massachusetts	$302K	-$3.25K	2	0.09%	Reduced
981	AF Advisornet Financial Minnetonka, Minnesota	$301K	-$5.8K	3	0.04%	Reduced
982	Cetera Advisor Networks El Segundo, California	$300K	-$3.87K	1	0.02%	Reduced
983	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$299K	+$65.4K	4	0.04%	Increased
984	FAIM Financial Advocates Investment Management Olympia, Washington	$298K	-$43.3K	1	0.04%	Reduced
985	PK Pflug Koory Omaha, Nebraska	$297K	$0	1	0.23%	Maintained
986	TCB Texas Capital Bancshares Dallas, Texas	$297K	+$3.09K	1	0.64%	Increased
987	Penserra Capital Management Orinda, California	$295K	-$1.64M	1	0.02%	Reduced
988	WPC Waters Parkerson & Co New Orleans, Louisiana	$294K	$0	1	0.03%	Maintained
989	F.L. Putnam Investment Management Lynnfield, Massachusetts	$290K	+$77.9K	1	0.03%	Increased
990	Needham Investment Management New York	$290K	+$316K	1	0.08%	New
991	CCA Checchi Capital Advisers Beverly Hills, California	$289K	+$20.3K	1	0.04%	Increased
992	OAM Origin Asset Management London, United Kingdom	$289K	+$116K	1	0.02%	Increased
993	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$284K	+$294K	1	0.03%	New
994	SAA Southeast Asset Advisors Thomasville, Georgia	$284K	$0	1	0.08%	Maintained
995	BO Bach Option Wanchai, Hong Kong	$283K	+$293K	1	0.13%	New
996	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$283K	-$3.87K	1	0.08%	Reduced
997	Heritage Investors Management Corp Bethesda, Maryland	$282K	-$23.2K	1	0.02%	Reduced
998	DWM Doyle Wealth Management St. Petersburg, Florida	$279K	+$289K	1	0.05%	New
999	HighPoint Advisor Group Downers Grove, Illinois	$279K	-$5.65K	1	0.08%	Reduced
1000	LIM Leavell Investment Management Mobile, Alabama	$278K	+$5.49K	1	0.03%	Increased