← 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	GP Girard Partners King Of Prussia, Pennsylvania	$323K	-$25.5K	1	0.06%	Reduced
1002	CDH Charles D. Hyman	$321K	+$12.1K	1	0.03%	Increased
1003	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$321K	+$312K	1	0.11%	New
1004	SAA Southeast Asset Advisors Thomasville, Georgia	$317K	$0	1	0.08%	Maintained
1005	AIC Archer Investment Corporation Carmel, Indiana	$316K	$0	1	0.2%	Maintained
1006	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$316K	$0	1	0.09%	Maintained
1007	Buckingham Strategic Wealth Clayton, Missouri	$315K	+$301K	1	0.03%	Increased
1008	Saturna Capital Bellingham, Washington	$314K	+$314K	1	0.01%	New
1009	PK Pflug Koory Omaha, Nebraska	$312K	-$8.09K	1	0.24%	Reduced
1010	EP Edgestream Partners Princeton, New Jersey	$311K	+$302K	1	0.04%	New
1011	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$311K	-$205K	2	0.07%	Reduced
1012	CCA Checchi Capital Advisers Beverly Hills, California	$309K	+$1.05K	1	0.04%	Increased
1013	LIM Leavell Investment Management Mobile, Alabama	$309K	$0	1	0.03%	Maintained
1014	HighPoint Advisor Group Downers Grove, Illinois	$308K	-$2.75K	1	0.07%	Reduced
1015	WA WESPAC Advisors Orinda, California	$305K	$0	1	0.23%	Maintained
1016	HT Heritage Trust Oklahoma City, Oklahoma	$303K	$0	1	0.07%	Maintained
1017	PA Probity Advisors Dallas, Texas	$303K	-$23.3K	1	0.1%	Reduced
1018	Integrated Wealth Concepts Waltham, Massachusetts	$302K	+$44.8K	1	0.04%	Increased
1019	JT Jump Trading Chicago, Illinois	$302K	-$287K	1	0.02%	Reduced
1020	EP Wealth Advisors Torrance, California	$300K	+$291K	1	0.02%	New
1021	MC Menta Capital San Francisco, California	$299K	+$331K	1	0.13%	New
1022	PTC Petrus Trust Company Dallas, Texas	$299K	+$319K	1	0.05%	New
1023	WIM Wilen Investment Management Bonita Springs, Florida	$297K	-$24.3K	1	0.23%	Reduced
1024	Magnetar Financial Evanston, Illinois	$296K	+$288K	1	0.01%	New
1025	PCM Parsons Capital Management Providence, Rhode Island	$293K	+$2.43K	1	0.03%	Increased