← 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	SouthState Corp Winter Haven, Florida	$212K	$0	1	0.02%	Maintained
1052	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$210K	$0	1	0.1%	Maintained
1053	HFS Haverford Financial Services Radnor, Pennsylvania	$209K	-$53.9K	1	0.08%	Reduced
1054	RCM RB Capital Management Reno, Nevada	$209K	-$232	1	0.15%	Reduced
1055	AE Wealth Management Topeka, Kansas	$208K	-$956K	1	0.01%	Reduced
1056	VCM Violich Capital Management San Francisco, California	$208K	+$64.4K	1	0.05%	Increased
1057	LW Linscomb Wealth Houston, Texas	$207K	$0	1	0.02%	Maintained
1058	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$203K	$0	1	0.18%	Maintained
1059	BW Bison Wealth Atlanta, Georgia	$202K	+$14.4K	1	0.15%	Increased
1060	Choreo LLC Rockford, Illinois	$202K	-$91.7K	1	0.03%	Reduced
1061	Cohen & Steers New York	$201K	+$68.8K	1	0%	Increased
1062	Coldstream Capital Management Bellevue, Washington	$201K	+$192K	1	0.02%	New
1063	Beutel, Goodman & Co Toronto, Ontario, Canada	$195K	-$4.98M	1	0%	Reduced
1064	Group One Trading Chicago, Illinois	$194K	-$438K	2	0%	Reduced
1065	VCM Vigilant Capital Management Portland, Maine	$189K	$0	1	0.03%	Maintained
1066	PFA Pathway Financial Advisors South Burlington, Vermont	$188K	$0	2	0.11%	Maintained
1067	WF WealthTrust Fairport Cleveland, Ohio	$184K	+$2.48K	1	0.02%	Increased
1068	HCA Horan Capital Advisors Cincinnati, Ohio	$182K	-$2.16M	1	0.12%	Reduced
1069	JT Jump Trading Chicago, Illinois	$181K	+$191K	1	0.01%	New
1070	Prospera Financial Services Dallas, Texas	$181K	+$741	1	0.02%	Increased
1071	Brown Brothers Harriman & Co New York	$177K	+$179K	1	0%	Increased
1072	CPA Clear Perspective Advisors Aurora, Illinois	$177K	$0	1	0.12%	Maintained
1073	FAM Fortaleza Asset Management Chicago, Illinois	$176K	-$75.8K	1	1.43%	Reduced
1074	PHK Point72 Hong Kong Hong Kong	$175K	+$127K	2	0.06%	Increased
1075	Parallax Volatility Advisers San Francisco, California	$171K	-$1.43M	2	0%	Reduced