← 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
1076	FFC First Financial Corp Terre Haute, Indiana	$31K	$0	1	0.02%	Maintained
1077	HCM Horrell Capital Management Little Rock, Arkansas	$31K	$0	1	0.02%	Maintained
1078	Westwood Holdings Group Dallas, Texas	$31K	+$30.5K	1	0%	New
1079	IP Intellectus Partners San Francisco, California	$30K	+$29.6K	1	0.01%	New
1080	AIP Ahrens Investment Partners Lafayette, Louisiana	$28K	$0	1	0.01%	Maintained
1081	CFD Creative Financial Designs Kokomo, Indiana	$28K	$0	1	0.02%	Maintained
1082	Steward Partners Investment Advisory New York	$28K	+$4.96K	2	0%	Increased
1083	CCM Cribstone Capital Management Augusta, Maine	$27K	$0	1	0.01%	Maintained
1084	RBC Roble Belko & Company Sewickley, Pennsylvania	$27K	-$7.62K	2	0.01%	Reduced
1085	AC Alexandria Capital Arlington, Virginia	$25K	$0	1	0.01%	Maintained
1086	HM Payson & Co Portland, Maine	$25K	+$7.52K	1	0%	Increased
1087	Hillsdale Investment Management Toronto, Ontario, Canada	$23K	$0	1	0%	Maintained
1088	IPC Independent Portfolio Consultants Boca Raton, Florida	$23K	-$29.2K	2	0.01%	Reduced
1089	ANBT American National Bank & Trust Wichita Falls, Texas	$22K	-$838	1	0.01%	Reduced
1090	M MOTCO San Antonio, Texas	$22K	-$3.12K	2	0%	Reduced
1091	Global Retirement Partners San Rafael, California	$21K	+$10.2K	3	0.01%	Increased
1092	VWA V Wealth Advisors Overland Park, Kansas	$21K	+$22.4K	3	0.01%	New
1093	SAM Shamrock Asset Management Dallas, Texas	$19K	+$17.5K	1	0.01%	Increased
1094	LF Lee Financial Dallas, Texas	$18K	+$17.1K	2	0.01%	New
1095	LJHT Laurie J. Hall Trustee	$17.9K	$0	1	0.01%	Maintained
1096	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$16K	+$16.4K	1	0.02%	New
1097	PSC Prentiss Smith & Co Brattleboro, Vermont	$16K	$0	1	0.01%	Maintained
1098	RAM Riggs Asset Management Dallas, Pennsylvania	$16K	+$16K	1	0.01%	New
1099	TF Tompkins Financial Ithaca, New York	$16K	+$15.2K	1	0%	New
1100	JCM Jacobi Capital Management Pittston, Pennsylvania	$15K	$0	1	0.01%	Maintained