← 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
1026	QAM QCI Asset Management Pittsford, New York	$38K	$0	1	0%	Maintained
1027	OC Oakworth Capital Birmingham, Alabama	$37K	-$5.33K	1	0.01%	Reduced
1028	PHK Point72 Hong Kong Hong Kong	$35K	+$33.8K	1	0.05%	New
1029	FCMT Founders Capital Management (Texas) Houston, Texas	$34K	+$30.9K	1	0.03%	New
1030	RBC Roble Belko & Company Sewickley, Pennsylvania	$34K	$0	2	0.02%	Maintained
1031	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$33K	$0	1	0.03%	Maintained
1032	AIP Ahrens Investment Partners Lafayette, Louisiana	$31K	+$1.13K	1	0.01%	Increased
1033	ACS Archford Capital Strategies Swansea, Illinois	$30K	$0	2	0.01%	Maintained
1034	Country Trust Bank Bloomington, Illinois	$30K	$0	1	0%	Maintained
1035	FFC First Financial Corp Terre Haute, Indiana	$30K	$0	1	0.02%	Maintained
1036	HCM Horrell Capital Management Little Rock, Arkansas	$30K	$0	1	0.02%	Maintained
1037	CFD Creative Financial Designs Kokomo, Indiana	$27K	$0	1	0.02%	Maintained
1038	CCM Cribstone Capital Management Augusta, Maine	$26K	+$4.97K	1	0.01%	Increased
1039	FMA FNY Managed Accounts New York	$26K	+$25.4K	1	0.08%	New
1040	RFA Reilly Financial Advisors La Mesa, California	$26K	$0	1	0%	Maintained
1041	WA WFG Advisors Dallas, Texas	$26K	-$32K	2	0.01%	Reduced
1042	AC Alexandria Capital Arlington, Virginia	$24K	$0	1	0.01%	Maintained
1043	Hillsdale Investment Management Toronto, Ontario, Canada	$24K	$0	1	0%	Maintained
1044	M MOTCO San Antonio, Texas	$24K	-$4.16K	2	0%	Reduced
1045	HRT Financial New York	$23K	+$26.5K	1	0.02%	New
1046	ANBT American National Bank & Trust Wichita Falls, Texas	$22K	-$70K	1	0.01%	Reduced
1047	Steward Partners Investment Advisory New York	$22K	+$22.5K	2	0%	New
1048	Farmers & Merchants Investments Inc Lincoln, Nebraska	$21K	-$1.05K	2	0%	Reduced
1049	SEC Seven Eight Capital New York	$21K	-$37.5K	1	0%	Reduced
1050	AFIA America First Investment Advisors Omaha, Nebraska	$20K	+$19.5K	1	0.01%	New