← 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	Fayez Sarofim & Co Houston, Texas	$226K	-$58.9K	1	0%	Reduced
1002	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$224K	+$244K	1	0.15%	New
1003	BAC Boys Arnold & Co Asheville, North Carolina	$221K	-$19.1K	1	0.04%	Reduced
1004	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$221K	+$229K	1	0.34%	New
1005	Washington Trust Bank Spokane, Washington	$221K	+$73.1K	1	0.03%	Increased
1006	CWM Cornerstone Wealth Management St. Peters, Missouri	$220K	+$239K	1	0.05%	New
1007	VAM Visionary Asset Management Houston, Texas	$220K	-$2.85M	1	0.09%	Reduced
1008	KWA KCS Wealth Advisory Los Angeles, California	$219K	-$179K	1	0.23%	Reduced
1009	Joel Isaacson & Co New York	$218K	+$232K	1	0.03%	New
1010	FA FDx Advisors Chicago, Illinois	$217K	-$364K	1	0.02%	Reduced
1011	Hills Bank & Trust North Liberty, Iowa	$217K	-$13.4K	1	0.07%	Reduced
1012	Krilogy Financial St. Louis, Missouri	$217K	-$27K	1	0.06%	Reduced
1013	Gemmer Asset Management Walnut Creek, California	$214K	+$12.7K	3	0.07%	Increased
1014	United Bank (Virginia) Vienna, Virginia	$214K	$0	1	0.04%	Maintained
1015	Landscape Capital Management Englewood, New Jersey	$213K	+$232K	1	0.02%	New
1016	PCM Princeton Capital Management Red Bank, New Jersey	$211K	-$137K	1	0.12%	Reduced
1017	Carroll Financial Associates Charlotte, North Carolina	$210K	$0	2	0.02%	Maintained
1018	MRCM M&R Capital Management Summit, New Jersey	$210K	$0	1	0.05%	Maintained
1019	Bartlett & Co Wealth Management Cincinnati, Ohio	$209K	-$7.48K	1	0.01%	Reduced
1020	Bartlett & Co Cincinnati, Ohio	$209K	-$7.48K	1	0.01%	Reduced
1021	Choate Investment Advisors Boston, Massachusetts	$207K	-$1.35K	1	0.01%	Reduced
1022	CPC Congress Park Capital Saratoga Springs, New York	$207K	-$26.2K	1	0.23%	Reduced
1023	SeaBridge Investment Advisors Summit, New Jersey	$207K	-$96.5K	1	0.08%	Reduced
1024	AIC Archer Investment Corporation Carmel, Indiana	$206K	+$224K	1	0.18%	New
1025	YHB Investment Advisors West Hartford, Connecticut	$203K	+$221K	1	0.04%	New