← 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	LC Lindbrook Capital Calabasas, California	$101K	+$113K	4	0.05%	New
1077	FRM Fox Run Management Greenwich, Connecticut	$98K	-$1.65M	1	0.05%	Reduced
1078	BAM Blueshift Asset Management Red Bank, New Jersey	$96K	+$117K	1	0.02%	New
1079	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$96K	$0	1	0.09%	Maintained
1080	OC Oakworth Capital Birmingham, Alabama	$95K	-$5.24K	1	0.02%	Reduced
1081	PB Pinnacle Bancorp Beatrice, Nebraska	$95K	+$106K	2	0.06%	New
1082	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$94K	+$2.01K	3	0.02%	Increased
1083	DBT Dubuque Bank & Trust Dubuque, Iowa	$94K	-$17.9K	1	0.02%	Reduced
1084	First Manhattan New York	$94K	-$28K	2	0%	Reduced
1085	RMC Resources Management Corp West Hartford, Connecticut	$93K	$0	1	0.02%	Maintained
1086	Gradient Investments Arden Hills, Minnesota	$92K	-$8.81M	2	0.01%	Reduced
1087	Citizens Financial Group Providence, Rhode Island	$90K	-$6.81K	1	0.01%	Reduced
1088	MNBTD Moody National Bank Trust Division Galveston, Texas	$89K	+$30.5K	2	0%	Increased
1089	CB Community Bank Dewitt, New York	$87K	$0	1	0.02%	Maintained
1090	AF Arrow Financial Glens Falls, New York	$86K	$0	1	0.02%	Maintained
1091	NIM NuWave Investment Management Parsippany, New Jersey	$85K	-$132K	1	0.15%	Reduced
1092	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$84K	+$46.3K	1	0.01%	Increased
1093	GLI Guardian Life Insurance New York	$84K	+$299	1	0.01%	Increased
1094	JA JOYN Advisors Atlanta, Georgia	$82K	+$5.78K	3	0.02%	Increased
1095	FCA FinTrust Capital Advisors Greenville, South Carolina	$80K	+$86.7K	2	0.04%	New
1096	KA Kaizen Advisory Wheaton, Illinois	$78K	+$2.62K	1	0.05%	Increased
1097	RFA Reilly Financial Advisors La Mesa, California	$78K	-$18.7K	2	0.01%	Reduced
1098	TFS TrustCore Financial Services Brentwood, Tennessee	$76K	$0	2	0.04%	Maintained
1099	Capstone Investment Advisors New York	$74K	+$58.7K	1	0%	Increased
1100	CM CoreCommodity Management Stamford, Connecticut	$72K	-$37.3K	1	0.06%	Reduced