← 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	YIA YHB Investment Advisors West Hartford, Connecticut	$243K	+$12.2K	1	0.04%	Increased
1052	ACM AUA Capital Management Camp Hill, Pennsylvania	$241K	$0	1	0.19%	Maintained
1053	CPC Congress Park Capital Saratoga Springs, New York	$241K	$0	1	0.2%	Maintained
1054	KA KLCM Advisors Milwaukee, Wisconsin	$241K	$0	1	0.06%	Maintained
1055	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$240K	$0	1	0.14%	Maintained
1056	CA Calton & Associates Tampa, Florida	$238K	+$9.8K	1	0.05%	Increased
1057	Coldstream Capital Management Bellevue, Washington	$238K	$0	1	0.02%	Maintained
1058	EIP Easterly Investment Partners Beverly, Massachusetts	$234K	-$40.5M	1	0.01%	Reduced
1059	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$234K	$0	1	0.11%	Maintained
1060	Capital International Sarl Los Angeles, California	$233K	-$2.38M	1	0.04%	Reduced
1061	CHP Cable Hill Partners Portland, Oregon	$231K	-$3.32K	1	0.08%	Reduced
1062	EP Wealth Advisors Torrance, California	$231K	-$66.8K	1	0.01%	Reduced
1063	Cresset Asset Management Chicago, Illinois	$229K	-$9.24K	1	0.01%	Reduced
1064	KTA Keeley-Teton Advisors Chicago, Illinois	$228K	+$1.46K	1	0.02%	Increased
1065	SIC Shoker Investment Counsel Oxford, Ohio	$228K	$0	1	0.16%	Maintained
1066	LW Linscomb Wealth Houston, Texas	$226K	+$7.29K	1	0.02%	Increased
1067	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$226K	$0	1	0.16%	Maintained
1068	CFGS Concourse Financial Group Securities Birmingham, Alabama	$225K	-$279K	3	0.06%	Reduced
1069	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$225K	$0	1	0.02%	Maintained
1070	SIA Strategic Investment Advisors Farmington Hills, Michigan	$224K	+$10.9K	1	0.11%	Increased
1071	AIS AlphaOne Investment Services West Chester, Pennsylvania	$222K	-$38.6K	1	0.37%	Reduced
1072	Cohen & Steers New York	$222K	$0	1	0%	Maintained
1073	DIM DC Investments Management Mclean, Virginia	$220K	$0	1	0.13%	Maintained
1074	BWM BigSur Wealth Management Miami, Florida	$219K	$0	1	0.15%	Maintained
1075	IHT Wealth Management Chicago, Illinois	$219K	+$214K	1	0.03%	New