← 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	SC SRB Corp Boston, Massachusetts	$190K	+$10.3K	1	0.03%	Increased
1002	FWM Focused Wealth Management Newburgh, New York	$185K	+$124K	2	0.06%	Increased
1003	CPA Clear Perspective Advisors Aurora, Illinois	$182K	+$41.5K	1	0.15%	Increased
1004	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$180K	-$10.3K	1	0.09%	Reduced
1005	MassMutual Private Wealth & Trust Windsor, Connecticut	$180K	+$25.7K	2	0.01%	Increased
1006	NFG Next Financial Group Houston, Texas	$179K	-$96.5K	4	0.05%	Reduced
1007	LC Landaas & Company Milwaukee, Wisconsin	$176K	+$173K	1	0.15%	New
1008	ADL Asset Dedication LLC San Francisco, California	$172K	$0	1	0.08%	Maintained
1009	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$168K	+$37.8K	1	0%	Increased
1010	Evercore Wealth Management New York	$160K	$0	2	0.01%	Maintained
1011	TDC Thompson Davis & Co Richmond, Virginia	$157K	-$44.2K	4	0.28%	Reduced
1012	DBT Dubuque Bank & Trust Dubuque, Iowa	$152K	$0	1	0.03%	Maintained
1013	PRCM Pine River Capital Management Minnetonka, Minnesota	$145K	-$3.03M	1	0.01%	Reduced
1014	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$141K	$0	1	0.02%	Maintained
1015	Covington Capital Management Los Angeles, California	$139K	+$136K	1	0.01%	New
1016	SLF Sun Life Financial Toronto, Ontario, Canada	$139K	+$136K	1	0.01%	New
1017	Cohen & Steers New York	$138K	-$7.04M	1	0%	Reduced
1018	RE RBC Europe London, United Kingdom	$137K	+$135K	1	0.02%	New
1019	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$136K	-$45.1K	3	0.05%	Reduced
1020	CHP Cable Hill Partners Portland, Oregon	$124K	+$80.9K	3	0.06%	Increased
1021	Element Capital Management New York	$114K	-$259K	1	0.05%	Reduced
1022	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$112K	+$28.3K	1	0.05%	Increased
1023	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$107K	+$105K	2	0.03%	New
1024	SNT Security National Trust Wheeling, West Virginia	$106K	$0	1	0.04%	Maintained
1025	Citizens Financial Group Providence, Rhode Island	$105K	+$1.89K	1	0.01%	Increased