← 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	NIM NuWave Investment Management Parsippany, New Jersey	$241K	+$227K	1	0.25%	Increased
1077	RFG Advisory Birmingham, Alabama	$241K	+$234K	1	0.06%	New
1078	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$240K	$0	1	0.14%	Maintained
1079	Brinker Capital Investments Berwyn, Pennsylvania	$239K	-$3.72K	1	0.01%	Reduced
1080	Cresset Asset Management Chicago, Illinois	$239K	-$70.7K	1	0.01%	Reduced
1081	Horizon Investments Charlotte, North Carolina	$238K	+$231K	1	0.01%	New
1082	CPC Congress Park Capital Saratoga Springs, New York	$237K	-$8.98K	1	0.19%	Reduced
1083	DIM Delta Investment Management San Francisco, California	$237K	+$231K	1	0.14%	New
1084	YWP YorkBridge Wealth Partners New York	$236K	-$5.58K	2	0.1%	Reduced
1085	CHP Cable Hill Partners Portland, Oregon	$235K	-$58.1K	1	0.08%	Reduced
1086	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$235K	$0	1	0.11%	Maintained
1087	Evercore Wealth Management New York	$234K	+$228K	1	0.01%	New
1088	FA Fortis Advisors Wayne, Pennsylvania	$232K	+$5.52K	1	0.11%	Increased
1089	Brown Brothers Harriman & Co New York	$231K	+$23.5K	3	0%	Increased
1090	YIA YHB Investment Advisors West Hartford, Connecticut	$231K	$0	1	0.04%	Maintained
1091	SIC Shoker Investment Counsel Oxford, Ohio	$229K	$0	1	0.17%	Maintained
1092	SouthState Corp Winter Haven, Florida	$229K	-$44.3K	1	0.03%	Reduced
1093	CA Calton & Associates Tampa, Florida	$228K	-$1.29K	1	0.06%	Reduced
1094	AWM Altavista Wealth Management Asheville, North Carolina	$227K	+$220K	1	0.07%	New
1095	KTA Keeley-Teton Advisors Chicago, Illinois	$227K	+$1.78K	1	0.02%	Increased
1096	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$227K	$0	1	0.16%	Maintained
1097	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$226K	+$219K	1	0.02%	New
1098	SSG Summit Securities Group New York	$225K	+$219K	1	0.03%	New
1099	ED Exane Derivatives Paris, France	$223K	-$4.76M	1	0.04%	Reduced
1100	WTB Washington Trust Bank Spokane, Washington	$223K	-$26.1K	1	0.04%	Reduced