← 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	AssetMark Inc Concord, California	$170K	+$9.9K	2	0%	Increased
1077	CF Centaurus Financial Anaheim, California	$164K	+$171K	4	0.02%	New
1078	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$161K	-$36.2K	1	0.12%	Reduced
1079	Valeo Financial Advisors Carmel, Indiana	$158K	+$8.82K	3	0.02%	Increased
1080	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$153K	$0	1	0.13%	Maintained
1081	O'Shaughnessy Asset Management Stamford, Connecticut	$151K	-$626K	1	0%	Reduced
1082	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$150K	-$38.8K	1	0%	Reduced
1083	ADL Asset Dedication LLC San Francisco, California	$149K	+$63	2	0.05%	Increased
1084	SMG Spectrum Management Group Indianapolis, Indiana	$149K	+$155K	1	0.05%	New
1085	Simplex Trading Chicago, Illinois	$146K	+$47.7K	3	0%	Increased
1086	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$141K	+$134K	1	0.01%	New
1087	First Manhattan New York	$139K	-$1.93K	2	0%	Reduced
1088	SFM Signet Financial Management Parsippany, New Jersey	$138K	+$131K	1	0.02%	Increased
1089	SLF Sun Life Financial Toronto, Ontario, Canada	$135K	+$128K	1	0.02%	Increased
1090	TDC Thompson Davis & Co Richmond, Virginia	$134K	+$14.5K	3	0.32%	Increased
1091	DBT Dubuque Bank & Trust Dubuque, Iowa	$132K	+$2.48K	2	0.02%	Increased
1092	TFA Toth Financial Advisory Leesburg, Virginia	$131K	-$99.8K	1	0.03%	Reduced
1093	BCA Bay Colony Advisors Concord, Massachusetts	$130K	+$134K	2	0.09%	New
1094	FHA Flagship Harbor Advisors Boston, Massachusetts	$130K	+$134K	3	0.03%	New
1095	Quadrant Capital Group Cincinnati, Ohio	$130K	-$40.7K	4	0.05%	Reduced
1096	CS Credential Securities Vancouver,	$127K	+$42.4K	1	0.03%	Increased
1097	RA Rational Advisors Huntington, New York	$127K	-$58.1K	1	0.06%	Reduced
1098	FPS Fieldpoint Private Securities Greenwich, Connecticut	$126K	$0	1	0.05%	Maintained
1099	IWP Icon Wealth Partners Houston, Texas	$122K	+$127K	3	0.05%	New
1100	ZB Zions Bancorporation Salt Lake City, Utah	$122K	+$98.4K	2	0.08%	Increased