← 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
1001	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$74K	$0	1	0.01%	Maintained
1002	CB Community Bank Dewitt, New York	$73K	$0	2	0.02%	Maintained
1003	SSB Sandy Spring Bank Olney, Maryland	$71K	+$10.5K	1	0.01%	Increased
1004	WB Webster Bank Waterbury, Connecticut	$71K	-$3.55K	1	0.01%	Reduced
1005	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$68.6K	+$1.78K	1	0.06%	Increased
1006	AW Alpha Windward Westwood, Massachusetts	$68K	$0	1	0.04%	Maintained
1007	NN Investment Partners Holdings The Hague, Netherlands	$68K	$0	1	0%	Maintained
1008	NSIM North Star Investment Management Chicago, Illinois	$67K	+$35.5K	1	0.01%	Increased
1009	SBL Sargent Bickham Lagudis Boulder, Colorado	$65K	$0	2	0.01%	Maintained
1010	Arax Advisory Partners Denver, Colorado	$63K	$0	1	0.03%	Maintained
1011	PCP Proficio Capital Partners Newton, Massachusetts	$59K	+$37.1K	2	0.03%	Increased
1012	FWM Focused Wealth Management Newburgh, New York	$57K	-$43.9K	2	0.02%	Reduced
1013	CAL Capital Advisors Ltd Shaker Heights, Ohio	$54K	$0	1	0.02%	Maintained
1014	Krilogy Financial St. Louis, Missouri	$53K	$0	2	0.02%	Maintained
1015	IPC Independent Portfolio Consultants Boca Raton, Florida	$50K	-$28.6K	1	0.02%	Reduced
1016	PCA Peddock Capital Advisors Braintree, Massachusetts	$50K	+$47.7K	1	0.03%	New
1017	LWM LBA Wealth Management Jacksonville, Florida	$48K	$0	1	0.03%	Maintained
1018	CS Credential Securities Vancouver,	$47.8K	+$31.5K	1	0.02%	Increased
1019	ACM AUA Capital Management Camp Hill, Pennsylvania	$46K	-$160K	1	0.05%	Reduced
1020	IDBONY Israel Discount Bank of New York New York	$44K	-$22.9K	1	0.04%	Reduced
1021	AIM Advantage Investment Management Cedar Rapids, Iowa	$42K	+$34.6K	2	0.02%	Increased
1022	CJA C-J Advisory San Jose, California	$42K	$0	1	0.03%	Maintained
1023	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$42K	+$14.2K	1	0.02%	Increased
1024	WOC West Oak Capital Westlake Village, California	$40.7K	+$39K	2	0.03%	New
1025	CHP Cable Hill Partners Portland, Oregon	$40K	+$3.84K	3	0.02%	Increased