← 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	CFA Carroll Financial Associates Charlotte, North Carolina	$102K	$0	1	0.01%	Maintained
1027	Brown Brothers Harriman & Co New York	$99K	+$23.1K	1	0%	Increased
1028	AF Arrow Financial Glens Falls, New York	$96K	$0	1	0.02%	Maintained
1029	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$94K	-$8.85K	2	0.06%	Reduced
1030	SWA Sutton Wealth Advisors Tampa, Florida	$90.2K	-$9.04K	3	0.07%	Reduced
1031	Parallax Volatility Advisers San Francisco, California	$89K	-$439K	1	0%	Reduced
1032	SIM Sonora Investment Management Tucson, Arizona	$88.1K	+$3.47K	1	0.02%	Increased
1033	Quadrant Capital Group Cincinnati, Ohio	$88K	+$3.64K	4	0.04%	Increased
1034	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$85K	$0	2	0.04%	Maintained
1035	Chicago Partners Investment Group Chicago, Illinois	$84K	-$70.5K	1	0.01%	Reduced
1036	Valeo Financial Advisors Carmel, Indiana	$83K	+$80.9K	3	0.02%	New
1037	FIB First Interstate Bank Billings, Montana	$82K	-$29.4K	3	0.02%	Reduced
1038	RFA Reilly Financial Advisors La Mesa, California	$82K	$0	2	0.01%	Maintained
1039	Perigon Wealth Management San Francisco, California	$81K	+$4.6K	1	0.03%	Increased
1040	SSB Sandy Spring Bank Olney, Maryland	$81K	-$6.26K	1	0.01%	Reduced
1041	WA Winfield Associates Cleveland, Ohio	$81K	-$329K	2	0.04%	Reduced
1042	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$80K	$0	1	0.09%	Maintained
1043	OneDigital Investment Advisors Overland Park, Kansas	$79K	$0	1	0.03%	Maintained
1044	PCP Proficio Capital Partners Newton, Massachusetts	$79K	+$5.32K	2	0.03%	Increased
1045	GLI Guardian Life Insurance New York	$78K	+$453	1	0.01%	Increased
1046	HT Heritage Trust Oklahoma City, Oklahoma	$78K	$0	2	0.03%	Maintained
1047	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$77K	$0	1	0.01%	Maintained
1048	AIM Anchor Investment Management Columbia, South Carolina	$76.8K	$0	1	0.02%	Maintained
1049	Krilogy Financial St. Louis, Missouri	$74K	$0	2	0.02%	Maintained
1050	WB Webster Bank Waterbury, Connecticut	$74K	$0	1	0.01%	Maintained