← 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	CC Claybrook Capital Wellesley, Massachusetts	$145K	+$158K	1	0.04%	New
1052	WDL Well Done LLC Holland, Michigan	$145K	+$158K	1	0.04%	New
1053	CAM Columbia Asset Management Ann Arbor, Michigan	$142K	$0	1	0.04%	Maintained
1054	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$141K	$0	1	0.13%	Maintained
1055	WPC Waters Parkerson & Co New Orleans, Louisiana	$139K	-$22.2K	1	0.01%	Reduced
1056	Covington Capital Management Los Angeles, California	$137K	+$30.5K	1	0.01%	Increased
1057	SMG Spectrum Management Group Indianapolis, Indiana	$137K	$0	1	0.05%	Maintained
1058	FQ First Quadrant Glendale, California	$135K	+$151K	1	0.01%	Increased
1059	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$132K	$0	1	0.06%	Maintained
1060	RA Rational Advisors Huntington, New York	$130K	-$1.27M	1	0.04%	Reduced
1061	Belpointe Asset Management Reno, Nevada	$127K	-$179K	1	0.03%	Reduced
1062	Cresset Asset Management Chicago, Illinois	$122K	+$132K	4	0.01%	New
1063	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$122K	$0	1	0.02%	Maintained
1064	Quadrant Capital Group Cincinnati, Ohio	$121K	+$24.9K	4	0.03%	Increased
1065	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$119K	-$96.6K	2	0.02%	Reduced
1066	FWM Focused Wealth Management Newburgh, New York	$115K	-$146K	2	0.04%	Reduced
1067	Global Retirement Partners San Rafael, California	$115K	+$14.7K	3	0.03%	Increased
1068	PTC Petrus Trust Company Dallas, Texas	$115K	$0	1	0.03%	Maintained
1069	RE RBC Europe London, United Kingdom	$110K	$0	1	0.01%	Maintained
1070	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$109K	+$66.3K	2	0.04%	Increased
1071	APG Abacus Planning Group Columbia, South Carolina	$108K	+$131K	1	0.08%	New
1072	ZB Zions Bancorporation Salt Lake City, Utah	$108K	+$112K	2	0.08%	Increased
1073	AssetMark Inc Concord, California	$106K	-$18.1K	2	0%	Reduced
1074	SSB Sandy Spring Bank Olney, Maryland	$106K	+$50.9K	1	0.01%	Increased
1075	AIS AlphaOne Investment Services West Chester, Pennsylvania	$101K	-$12.2K	2	0.04%	Reduced