← 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	Country Trust Bank Bloomington, Illinois	$31K	$0	1	0%	Maintained
1077	FFC First Financial Corp Terre Haute, Indiana	$31K	$0	1	0.02%	Maintained
1078	HCM Horrell Capital Management Little Rock, Arkansas	$31K	$0	1	0.02%	Maintained
1079	IP Intellectus Partners San Francisco, California	$30K	$0	1	0.01%	Maintained
1080	CFD Creative Financial Designs Kokomo, Indiana	$29K	+$813	2	0.02%	Increased
1081	RBC Roble Belko & Company Sewickley, Pennsylvania	$28K	$0	2	0.01%	Maintained
1082	CCM Cribstone Capital Management Augusta, Maine	$26K	-$604	1	0.01%	Reduced
1083	BWM Baystate Wealth Management Boston, Massachusetts	$25K	-$7.62K	2	0%	Reduced
1084	TSS Two Sigma Securities New York	$25K	-$597K	1	0%	Reduced
1085	AC Alexandria Capital Arlington, Virginia	$24K	$0	1	0.01%	Maintained
1086	Hillsdale Investment Management Toronto, Ontario, Canada	$23K	$0	1	0%	Maintained
1087	ANBT American National Bank & Trust Wichita Falls, Texas	$22K	$0	1	0.01%	Maintained
1088	AIS AlphaOne Investment Services West Chester, Pennsylvania	$21K	+$20.3K	1	0.01%	New
1089	LF Lee Financial Dallas, Texas	$21K	$0	2	0.01%	Maintained
1090	SM Sabby Management Miami Beach, Florida	$21K	+$17.8K	1	0%	New
1091	Farmers & Merchants Investments Inc Lincoln, Nebraska	$19K	+$4.3K	2	0%	Increased
1092	KPCM Kings Point Capital Management Great Neck, New York	$19K	+$18.2K	1	0%	New
1093	SAM Shamrock Asset Management Dallas, Texas	$19K	$0	1	0.01%	Maintained
1094	CAPTRUST Financial Advisors Raleigh, North Carolina	$18K	+$16.8K	1	0%	New
1095	LJHT Laurie J. Hall Trustee	$17.7K	$0	1	0.01%	Maintained
1096	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$15.4K	-$52.8K	1	0.01%	Reduced
1097	JCM Jacobi Capital Management Pittston, Pennsylvania	$15K	$0	1	0.01%	Maintained
1098	PSC Prentiss Smith & Co Brattleboro, Vermont	$15K	$0	1	0.01%	Maintained
1099	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$14K	$0	1	0.01%	Maintained
1100	TCI Wealth Advisors Tucson, Arizona	$14K	$0	2	0.01%	Maintained