← 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	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$223K	+$266K	1	0%	New
1052	LW Linscomb Wealth Houston, Texas	$223K	+$219K	1	0.02%	New
1053	CAM Columbia Asset Management Ann Arbor, Michigan	$222K	-$16.3K	1	0.06%	Reduced
1054	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$222K	$0	1	0.11%	Maintained
1055	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$222K	-$31.1K	2	0%	Reduced
1056	CFA Carroll Financial Associates Charlotte, North Carolina	$221K	+$116K	1	0.02%	Increased
1057	Bartlett & Co Cincinnati, Ohio	$220K	-$23.3K	1	0.01%	Reduced
1058	GCA Gideon Capital Advisors New York	$220K	-$16.1K	1	0.19%	Reduced
1059	CC Courier Capital Buffalo, New York	$218K	-$9.64K	1	0.03%	Reduced
1060	SIM SSI Investment Management Los Angeles, California	$218K	-$74.9K	1	0.02%	Reduced
1061	SignatureFD Atlanta, Georgia	$216K	+$213K	1	0.03%	New
1062	FAM Fortaleza Asset Management Chicago, Illinois	$215K	$0	1	1.35%	Maintained
1063	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$215K	+$211K	1	0.18%	New
1064	BW Bison Wealth Atlanta, Georgia	$214K	-$1.55K	1	0.16%	Reduced
1065	DCM Dynamic Capital Management St. Helier, Jersey	$210K	-$371K	1	0.07%	Reduced
1066	Group One Trading Chicago, Illinois	$209K	-$74.6K	1	0%	Reduced
1067	Integrated Wealth Concepts Waltham, Massachusetts	$209K	+$198K	1	0.09%	New
1068	BWM BigSur Wealth Management Miami, Florida	$208K	$0	1	0.21%	Maintained
1069	CDH Charles D. Hyman	$206K	$0	1	0.02%	Maintained
1070	WSCM Wellington Shields Capital Management New York	$206K	+$203K	1	0.03%	New
1071	FC Forte Capital Rochester, New York	$205K	+$203K	1	0.06%	New
1072	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$203K	-$30.5K	1	0.02%	Reduced
1073	DBRC D.B. Root & Company Pittsburgh, Pennsylvania	$203K	+$200K	1	0.17%	New
1074	Montag & Associates Atlanta, Georgia	$201K	+$197K	1	0.02%	New
1075	MCM Murphy Capital Management Bedminster, New Jersey	$201K	+$198K	1	0.03%	New