← 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	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$120K	$0	1	0.02%	Maintained
1102	RE RBC Europe London, United Kingdom	$119K	-$14.6K	1	0.01%	Reduced
1103	Covington Capital Management Los Angeles, California	$119K	-$16.8K	1	0.01%	Reduced
1104	MassMutual Private Wealth & Trust Windsor, Connecticut	$119K	-$49K	4	0.01%	Reduced
1105	SSB Sandy Spring Bank Olney, Maryland	$118K	$0	1	0.01%	Maintained
1106	FL Fort LP Chevy Chase, Maryland	$116K	+$120K	1	0.03%	New
1107	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$111K	$0	1	0.09%	Maintained
1108	RM Resource Management Metairie, Louisiana	$111K	+$108K	1	0.02%	Increased
1109	Citizens Financial Group Providence, Rhode Island	$109K	-$28.8K	1	0.01%	Reduced
1110	BWA BDO Wealth Advisors Jacksonville, Florida	$105K	+$10.8K	1	0.04%	Increased
1111	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$101K	+$437	3	0.07%	Increased
1112	CB Community Bank Dewitt, New York	$95K	-$1.31K	1	0.02%	Reduced
1113	AF Arrow Financial Glens Falls, New York	$93K	-$9.05K	1	0.02%	Reduced
1114	GLI Guardian Life Insurance New York	$91K	+$15.5K	1	0.02%	Increased
1115	Prime Capital Investment Advisors Overland Park, Kansas	$90K	$0	1	0.04%	Maintained
1116	PCP Proficio Capital Partners Newton, Massachusetts	$90K	+$7.87K	2	0.04%	Increased
1117	Washington Trust Westerly, Rhode Island	$90K	+$92.8K	1	0%	New
1118	OC Oakworth Capital Birmingham, Alabama	$88K	+$15.1K	1	0.02%	Increased
1119	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$84K	-$3K	2	0.06%	Reduced
1120	TFS TrustCore Financial Services Brentwood, Tennessee	$83K	+$8.99K	3	0.03%	Increased
1121	Global Retirement Partners San Rafael, California	$81K	+$5.03K	3	0.02%	Increased
1122	PWAG Polaris Wealth Advisory Group San Rafael, California	$80K	-$9.59K	1	0.01%	Reduced
1123	SNT Security National Trust Wheeling, West Virginia	$80K	-$1.93K	1	0.03%	Reduced
1124	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$78K	$0	1	0.08%	Maintained
1125	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$77K	$0	2	0.04%	Maintained