← 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
1051	CHC City Holding Co Charleston, West Virginia	$4K	+$252	1	0%	Increased
1052	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$4K	+$4.98K	2	0.01%	New
1053	DPA Delphi Private Advisors San Diego, California	$3K	-$1.18K	1	0.01%	Reduced
1054	MCM MV Capital Management Bethesda, Maryland	$3K	+$922	1	0%	Increased
1055	VIA Vantage Investment Advisors State College, Pennsylvania	$3K	+$2.82K	1	0%	New
1056	GEA Glen Eagle Advisors Kingston, New Jersey	$2.74K	+$2.69K	1	0%	New
1057	RWM Raffa Wealth Management Washington, District of Columbia	$2.49K	-$205	2	0%	Reduced
1058	HI Hudock Inc Williamsport, Pennsylvania	$2K	-$5K	1	0%	Reduced
1059	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$2K	+$401	1	0%	Increased
1060	CIA Cascade Investment Advisors Oregon City, Oregon	$1.93K	+$3.5K	1	0%	New
1061	SAM Shamrock Asset Management Dallas, Texas	$1K	$0	1	0%	Maintained
1062	WCM Wealthcare Capital Management Richmond, Virginia	$1K	$0	1	0%	Maintained
1063	AWM AllSquare Wealth Management Albany, New York	$0	$0	1	0%	Maintained
1064	Alyeska Investment Group Chicago, Illinois	$0	-$55.9M	0	–	Closed
1065	ACM Argentus Capital Management Dallas, Texas	$0	-$948K	0	–	Closed
1066	Arrowstreet Capital Boston, Massachusetts	$0	-$152M	0	–	Closed
1067	BAM Barrett Asset Management New York	$0	-$2K	0	–	Closed
1068	BCM Bayesian Capital Management Brooklyn, New York	$0	-$256K	0	–	Closed
1069	Boothbay Fund Management New York	$0	-$181K	0	–	Closed
1070	Bridgewater Associates Westport, Connecticut	$0	-$3.63M	0	–	Closed
1071	CP Camelot Portfolios Maumee, Ohio	$0	-$691K	0	–	Closed
1072	Cetera Advisors Denver, Colorado	$0	-$229K	0	–	Closed
1073	CC Cipher Capital New York	$0	-$5.48M	0	–	Closed
1074	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$0	-$634K	0	–	Closed
1075	CFG CKW Financial Group Honolulu, Hawaii	$0	-$531K	0	–	Closed