← 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	RA Rational Advisors Huntington, New York	$93K	+$91.4K	1	0.06%	New
1027	ZB Zions Bancorporation Salt Lake City, Utah	$90K	-$7.7K	1	0.02%	Reduced
1028	SSB Sandy Spring Bank Olney, Maryland	$89K	+$13.9K	1	0.01%	Increased
1029	SIM Sonora Investment Management Tucson, Arizona	$85.7K	$0	1	0.02%	Maintained
1030	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$84K	+$76	1	0.04%	Increased
1031	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$84K	+$83.9K	2	0.04%	New
1032	SWA Sutton Wealth Advisors Tampa, Florida	$83K	-$933	3	0.07%	Reduced
1033	PHK Point72 Hong Kong Hong Kong	$82K	+$45.8K	2	0.09%	Increased
1034	RFA Reilly Financial Advisors La Mesa, California	$82K	+$54.5K	2	0.01%	Increased
1035	Twin Tree Management Dallas, Texas	$82K	-$669K	1	0%	Reduced
1036	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$81.3K	-$15.2K	1	0.09%	Reduced
1037	OneDigital Investment Advisors Overland Park, Kansas	$80K	+$78.6K	1	0.02%	New
1038	HT Heritage Trust Oklahoma City, Oklahoma	$79K	$0	2	0.03%	Maintained
1039	EP Edinburgh Partners Edinburgh, United Kingdom	$78K	$0	1	0.02%	Maintained
1040	GLI Guardian Life Insurance New York	$78K	-$55.9K	1	0.01%	Reduced
1041	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$78K	$0	1	0.01%	Maintained
1042	AIM Anchor Investment Management Columbia, South Carolina	$77.8K	$0	1	0.03%	Maintained
1043	Brown Brothers Harriman & Co New York	$77K	-$66.3K	1	0%	Reduced
1044	CB Community Bank Dewitt, New York	$77K	$0	2	0.01%	Maintained
1045	Perigon Wealth Management San Francisco, California	$77K	+$59.4K	1	0.02%	Increased
1046	WB Webster Bank Waterbury, Connecticut	$76K	$0	1	0.01%	Maintained
1047	Krilogy Financial St. Louis, Missouri	$75K	+$13.3K	2	0.02%	Increased
1048	PCP Proficio Capital Partners Newton, Massachusetts	$72K	+$15.5K	2	0.03%	Increased
1049	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$70K	-$1.91K	1	0.06%	Reduced
1050	Quadrant Capital Group Cincinnati, Ohio	$69K	+$2.52K	4	0.03%	Increased