← 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	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$200K	$0	1	0.15%	Maintained
1077	VCM Vigilant Capital Management Portland, Maine	$200K	+$197K	1	0.03%	New
1078	MassMutual Private Wealth & Trust Windsor, Connecticut	$197K	+$10.8K	2	0.02%	Increased
1079	CA CastleArk Alternatives Chicago, Illinois	$196K	+$155K	1	0.1%	New
1080	OWA One Wealth Advisors San Francisco, California	$196K	+$230K	3	0.16%	New
1081	SC SRB Corp Boston, Massachusetts	$195K	$0	1	0.03%	Maintained
1082	RQS Ramsey Quantitative Systems Louisville, Kentucky	$193K	+$231K	1	0.2%	New
1083	CAPTRUST Financial Advisors Raleigh, North Carolina	$190K	+$176K	4	0.01%	Increased
1084	CPA Clear Perspective Advisors Aurora, Illinois	$187K	$0	1	0.14%	Maintained
1085	PFA Pathway Financial Advisors South Burlington, Vermont	$179K	+$179K	2	0.1%	New
1086	RA Rational Advisors Huntington, New York	$174K	-$31.1K	1	0.09%	Reduced
1087	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$167K	-$199K	3	0.03%	Reduced
1088	Evercore Wealth Management New York	$161K	-$3.27K	2	0.01%	Reduced
1089	DCM Delpha Capital Management New York	$160K	+$165K	2	0.17%	New
1090	DBT Dubuque Bank & Trust Dubuque, Iowa	$159K	+$2.64K	1	0.02%	Increased
1091	ADL Asset Dedication LLC San Francisco, California	$158K	-$18K	1	0.06%	Reduced
1092	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$153K	$0	1	0.02%	Maintained
1093	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$151K	+$7.36K	2	0%	Increased
1094	Covington Capital Management Los Angeles, California	$143K	$0	1	0.01%	Maintained
1095	SLF Sun Life Financial Toronto, Ontario, Canada	$143K	$0	1	0.01%	Maintained
1096	Cohen & Steers New York	$142K	$0	1	0%	Maintained
1097	IAM Integre Asset Management New York	$142K	-$135K	1	0.08%	Reduced
1098	RE RBC Europe London, United Kingdom	$141K	$0	1	0.02%	Maintained
1099	FPS Fieldpoint Private Securities Greenwich, Connecticut	$135K	-$71.5K	2	0.07%	Reduced
1100	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$133K	-$6.3K	3	0.05%	Reduced