← 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	Montag & Associates Atlanta, Georgia	$214K	+$202K	1	0.02%	New
1077	Achmea Investment Management Zeist, Netherlands	$212K	-$11.4M	1	0.01%	Reduced
1078	KLWA Kelly Lawrence W & Associates Pasadens, California	$211K	-$57.3K	1	0.03%	Reduced
1079	RTS Round Table Services Westfield, New Jersey	$211K	+$199K	1	0.07%	New
1080	SIG Schaller Investment Group Winston Salem, North Carolina	$211K	+$199K	1	0.12%	New
1081	HC Hourglass Capital Houston, Texas	$208K	+$196K	1	0.05%	New
1082	WealthTrust Fairport Cleveland, Ohio	$208K	-$5.81K	1	0.02%	Reduced
1083	StoneX Group New York	$207K	+$195K	1	0.15%	New
1084	Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$206K	+$195K	1	0.02%	New
1085	Klingenstein Fields & Co New York	$204K	+$192K	1	0.01%	New
1086	FI FormulaFolio Investments Grand Rapids, Michigan	$201K	+$189K	1	0.01%	New
1087	WealthSource Partners San Luis Obispo, California	$200K	+$189K	1	0.05%	New
1088	Petrus Trust Company Dallas, Texas	$198K	-$36.3K	1	0.04%	Reduced
1089	Washington Trust Bank Spokane, Washington	$195K	-$297K	1	0.03%	Reduced
1090	HRT Financial New York	$184K	+$195K	1	0.03%	New
1091	C Cerebellum San Francisco, California	$183K	-$135K	1	0.29%	Reduced
1092	HCA Horan Capital Advisors Cincinnati, Ohio	$182K	-$27.4K	1	0.12%	Reduced
1093	CAM Columbia Asset Management Ann Arbor, Michigan	$179K	+$169K	1	0.05%	New
1094	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$178K	$0	1	0.15%	Maintained
1095	Avantax Planning Partners Dubuque, Iowa	$175K	+$178K	3	0.01%	New
1096	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$174K	$0	1	0%	Maintained
1097	SMG Spectrum Management Group Indianapolis, Indiana	$173K	$0	1	0.05%	Maintained
1098	Bank of Hawaii Honolulu, Hawaii	$170K	+$179K	1	0.01%	New
1099	TG TLP Group Evanston, Illinois	$170K	+$184K	2	0.27%	New
1100	CM CoreCommodity Management Stamford, Connecticut	$162K	+$138K	1	0.08%	New