← 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	Signet Financial Management Parsippany, New Jersey	$160K	$0	1	0.03%	Maintained
1102	Credential Qtrade Securities Vancouver,	$158K	+$149K	1	0.03%	New
1103	AssetMark Inc Concord, California	$157K	-$36.7K	2	0%	Reduced
1104	First Manhattan New York	$157K	$0	2	0%	Maintained
1105	PAM Paradigm Asset Management New York	$157K	+$174K	1	0.04%	New
1106	Mountain Pacific Investment Advisers Boise, Idaho	$156K	+$147K	1	0.01%	New
1107	Valeo Financial Advisors Carmel, Indiana	$153K	+$20.6K	3	0.02%	Increased
1108	FPS Fieldpoint Private Securities Greenwich, Connecticut	$147K	$0	1	0.06%	Maintained
1109	Flagship Harbor Advisors Boston, Massachusetts	$147K	+$6.47K	4	0.03%	Increased
1110	Chicago Partners Investment Group Chicago, Illinois	$145K	+$84.2K	1	0.02%	Increased
1111	Csenge Advisory Group Clearwater, Florida	$143K	+$163K	3	0.06%	New
1112	Dubuque Bank & Trust Dubuque, Iowa	$139K	-$12.7K	1	0.02%	Reduced
1113	RBC Europe London, United Kingdom	$138K	$0	1	0.02%	Maintained
1114	BDO Wealth Advisors Jacksonville, Florida	$138K	+$15K	1	0.04%	Increased
1115	Covington Capital Management Los Angeles, California	$138K	$0	1	0.01%	Maintained
1116	O'Shaughnessy Asset Management Stamford, Connecticut	$134K	$0	1	0%	Maintained
1117	Summit Trail Advisors New York	$134K	+$127K	1	0.03%	New
1118	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$132K	$0	1	0.01%	Maintained
1119	Quadrant Capital Group Cincinnati, Ohio	$132K	-$3.4K	4	0.04%	Reduced
1120	AIS AlphaOne Investment Services West Chester, Pennsylvania	$131K	+$112K	2	0.04%	Increased
1121	Reilly Financial Advisors La Mesa, California	$123K	+$61.3K	2	0.02%	Increased
1122	Citizens Financial Group Providence, Rhode Island	$121K	-$4.83K	1	0.01%	Reduced
1123	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$121K	-$7.77K	1	0.1%	Reduced
1124	Global Retirement Partners San Rafael, California	$120K	+$31.1K	4	0.03%	Increased
1125	Resources Management Corp West Hartford, Connecticut	$118K	+$112K	1	0.02%	New