← 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	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$202K	+$9.8K	1	0.11%	Increased
1027	FI FormulaFolio Investments Grand Rapids, Michigan	$201K	$0	1	0.01%	Maintained
1028	ACM AUA Capital Management Camp Hill, Pennsylvania	$199K	$0	1	0.18%	Maintained
1029	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$196K	-$341K	1	0.13%	Reduced
1030	Jacobi Capital Management Pittston, Pennsylvania	$186K	+$171K	1	0.05%	Increased
1031	Sargent Bickham Lagudis Boulder, Colorado	$186K	+$137K	2	0.02%	Increased
1032	ED Exane Derivatives Paris, France	$186K	-$3.77M	1	0.03%	Reduced
1033	Cohen & Steers New York	$185K	$0	1	0%	Maintained
1034	Valeo Financial Advisors Carmel, Indiana	$185K	+$38K	3	0.03%	Increased
1035	Cable Hill Partners Portland, Oregon	$181K	+$140K	1	0.07%	Increased
1036	BDO Wealth Advisors Jacksonville, Florida	$175K	+$71.8K	1	0.06%	Increased
1037	Beutel, Goodman & Co Toronto, Ontario, Canada	$172K	$0	1	0%	Maintained
1038	BCM Brasada Capital Management Houston, Texas	$172K	+$178K	1	0.06%	New
1039	RQS Ramsey Quantitative Systems Louisville, Kentucky	$171K	-$106K	1	0.2%	Reduced
1040	ESB Essex Savings Bank Essex, Connecticut	$170K	+$185K	1	0.11%	New
1041	KLWA Kelly Lawrence W & Associates Pasadens, California	$166K	$0	1	0.04%	Maintained
1042	Bridgeway Capital Management Houston, Texas	$165K	-$38.3M	1	0%	Reduced
1043	VCM Violich Capital Management San Francisco, California	$160K	$0	1	0.05%	Maintained
1044	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$159K	+$224	2	0.14%	Increased
1045	BAM Brave Asset Management Summit, New Jersey	$157K	+$39.5K	2	0.11%	Increased
1046	FPS Fieldpoint Private Securities Greenwich, Connecticut	$157K	+$44.9K	1	0.07%	Increased
1047	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$155K	+$18.6K	1	0%	Increased
1048	SFM Systematic Financial Management Teaneck, New Jersey	$155K	-$74.2K	1	0%	Reduced
1049	WealthTrust Fairport Cleveland, Ohio	$149K	-$17.4K	1	0.02%	Reduced
1050	Vigilant Capital Management Portland, Maine	$147K	-$29.2K	1	0.02%	Reduced