← 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	Quadrant Capital Group Cincinnati, Ohio	$292K	-$3.46K	4	0.05%	Reduced
1027	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$291K	+$283K	1	0.18%	New
1028	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$289K	-$54.2K	1	0.16%	Reduced
1029	PV Private Vista Chicago, Illinois	$289K	$0	1	0.07%	Maintained
1030	Guardian Capital (Canada) Toronto, Ontario, Canada	$288K	-$116K	1	0.01%	Reduced
1031	WEC Winslow Evans & Crocker Boston, Massachusetts	$288K	-$7.24K	2	0.08%	Reduced
1032	CPO Cerity Partners OCIO New York	$286K	+$81	1	0.02%	Increased
1033	CMO Covenant Multifamily Offices San Antonio, Texas	$286K	+$278K	1	0.06%	New
1034	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$284K	$0	1	0.12%	Maintained
1035	SG StoneX Group New York	$282K	+$37.4K	1	0.18%	Increased
1036	RTC Riverview Trust Company Vancouver, Washington	$281K	$0	1	0.2%	Maintained
1037	KWMG King Wealth Management Group Naples, Florida	$279K	$0	1	0.08%	Maintained
1038	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$277K	$0	1	0.03%	Maintained
1039	CT Cambridge Trust Cambridge, Massachusetts	$277K	+$40.5K	1	0.02%	Increased
1040	RWA Ropes Wealth Advisors Boston, Massachusetts	$277K	-$3K	1	0.06%	Reduced
1041	BlueCrest Capital Management St Helier, Jersey	$276K	-$431K	1	0.02%	Reduced
1042	Kingsview Wealth Management Grants Pass, Oregon	$276K	+$63.2K	1	0.05%	Increased
1043	Perpetual Ltd Sydney, New South Wales, Australia	$275K	-$89K	1	0.04%	Reduced
1044	Fayez Sarofim & Co Houston, Texas	$274K	$0	1	0%	Maintained
1045	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$273K	+$265K	1	0.07%	New
1046	AWA Arete Wealth Advisors Chicago, Illinois	$272K	-$25.7K	1	0.05%	Reduced
1047	Bartlett & Co Wealth Management Cincinnati, Ohio	$271K	-$758	2	0.01%	Reduced
1048	Bartlett & Co Cincinnati, Ohio	$270K	-$758	2	0.01%	Reduced
1049	PPP Private Portfolio Partners Paramus, New Jersey	$269K	+$34.8K	1	0.12%	Increased
1050	CWM Cornerstone Wealth Management St. Peters, Missouri	$268K	-$13.4K	1	0.05%	Reduced