← 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	CPO Cerity Partners OCIO New York	$273K	-$38.8K	1	0.02%	Reduced
1002	BRF B. Riley Financial Los Angeles, California	$272K	+$8.04K	1	0.07%	Increased
1003	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$269K	+$85.8K	4	0.1%	Increased
1004	RIG Roosevelt Investment Group New York	$268K	$0	1	0.03%	Maintained
1005	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$265K	$0	1	0.01%	Maintained
1006	BAC Boys Arnold & Co Asheville, North Carolina	$262K	+$16.2K	1	0.04%	Increased
1007	PCM Parsons Capital Management Providence, Rhode Island	$260K	$0	1	0.03%	Maintained
1008	PV Private Vista Chicago, Illinois	$260K	+$269K	1	0.06%	New
1009	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$258K	+$155	2	0.19%	Increased
1010	Buckingham Strategic Wealth Clayton, Missouri	$256K	+$270K	2	0.04%	New
1011	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$255K	+$115K	1	0.03%	Increased
1012	Douglass Winthrop Advisors New York	$255K	+$23.1K	1	0.01%	Increased
1013	DA Doliver Advisors Houston, Texas	$254K	+$22.6K	1	0.11%	Increased
1014	GAMCO Investors Greenwich, Connecticut	$253K	+$15.5K	1	0%	Increased
1015	CPC Congress Park Capital Saratoga Springs, New York	$251K	$0	1	0.24%	Maintained
1016	KWMG King Wealth Management Group Naples, Florida	$251K	$0	1	0.09%	Maintained
1017	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$251K	+$1.7K	1	0.24%	Increased
1018	BAM Brave Asset Management Summit, New Jersey	$249K	+$17.7K	2	0.14%	Increased
1019	Hills Bank & Trust North Liberty, Iowa	$249K	-$27.8K	1	0.07%	Reduced
1020	IC InterOcean Capital Chicago, Illinois	$248K	+$14.7K	1	0.03%	Increased
1021	PTC Petrus Trust Company Dallas, Texas	$246K	+$59.2K	1	0.05%	Increased
1022	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$245K	$0	1	0.1%	Maintained
1023	Bartlett & Co Wealth Management Cincinnati, Ohio	$242K	+$7.74K	1	0.01%	Increased
1024	Bartlett & Co Cincinnati, Ohio	$242K	+$7.74K	1	0.01%	Increased
1025	SI Sensato Investors San Francisco, California	$241K	+$255K	1	0.04%	New