← 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
1101	CHP Cable Hill Partners Portland, Oregon	$132K	+$666	3	0.06%	Increased
1102	First Manhattan New York	$132K	-$64.1K	2	0%	Reduced
1103	IWP Icon Wealth Partners Houston, Texas	$131K	+$131K	3	0.06%	New
1104	Citizens Financial Group Providence, Rhode Island	$118K	+$9.72K	1	0.01%	Increased
1105	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$118K	+$116K	1	0.1%	New
1106	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$115K	+$78	1	0.05%	Increased
1107	GLI Guardian Life Insurance New York	$114K	+$33.1K	1	0.02%	Increased
1108	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$112K	+$544	2	0.03%	Increased
1109	CB Community Bank Dewitt, New York	$101K	+$26.4K	1	0.01%	Increased
1110	AF Arrow Financial Glens Falls, New York	$99K	$0	1	0.02%	Maintained
1111	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$99K	+$9.05K	3	0.05%	Increased
1112	Valeo Financial Advisors Carmel, Indiana	$97K	+$10.4K	3	0.02%	Increased
1113	Prime Capital Investment Advisors Overland Park, Kansas	$95K	+$93.3K	1	0.07%	New
1114	Quadrant Capital Group Cincinnati, Ohio	$95K	+$2.88K	4	0.04%	Increased
1115	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$90K	-$700	2	0.06%	Reduced
1116	ZB Zions Bancorporation Salt Lake City, Utah	$90K	-$202K	2	0.02%	Reduced
1117	SNT Security National Trust Wheeling, West Virginia	$87K	-$21.5K	1	0.03%	Reduced
1118	WA Winfield Associates Cleveland, Ohio	$86K	+$1.32K	2	0.04%	Increased
1119	RFA Reilly Financial Advisors La Mesa, California	$85K	$0	2	0.01%	Maintained
1120	Perigon Wealth Management San Francisco, California	$84K	+$155	1	0.03%	Increased
1121	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$83K	$0	1	0.09%	Maintained
1122	PCP Proficio Capital Partners Newton, Massachusetts	$82K	-$868	2	0.03%	Reduced
1123	HT Heritage Trust Oklahoma City, Oklahoma	$81K	$0	2	0.03%	Maintained
1124	Chicago Partners Investment Group Chicago, Illinois	$80K	-$6.22K	1	0.01%	Reduced
1125	CS Credential Securities Vancouver,	$79.9K	+$13.1K	1	0.02%	Increased