← 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	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$72K	$0	1	0.14%	Maintained
1102	PHK Point72 Hong Kong Hong Kong	$70K	-$275K	2	0.03%	Reduced
1103	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$69K	$0	1	0.01%	Maintained
1104	CQS Credential Qtrade Securities Vancouver,	$68.7K	-$61.2K	1	0.02%	Reduced
1105	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$67K	-$2.99K	2	0.05%	Reduced
1106	HT Heritage Trust Oklahoma City, Oklahoma	$66K	$0	2	0.03%	Maintained
1107	Edmond de Rothschild Holding Chambesy, Switzerland	$65K	-$2.97M	1	0%	Reduced
1108	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$64K	+$70.3K	3	0.03%	New
1109	SNT Security National Trust Wheeling, West Virginia	$64K	$0	1	0.02%	Maintained
1110	WB Webster Bank Waterbury, Connecticut	$62K	-$7.63K	1	0.01%	Reduced
1111	NFG Next Financial Group Houston, Texas	$61K	+$54.2K	2	0.01%	Increased
1112	AIM Advantage Investment Management Cedar Rapids, Iowa	$58K	+$12.2K	1	0.04%	Increased
1113	PCP Proficio Capital Partners Newton, Massachusetts	$58K	-$17.5K	2	0.03%	Reduced
1114	Country Trust Bank Bloomington, Illinois	$57K	+$25.1K	1	0%	Increased
1115	CB CNB Bank Clearfield, Pennsylvania	$56K	$0	1	0.04%	Maintained
1116	PWMG Prestige Wealth Management Group Flemington, New Jersey	$56K	+$61.9K	3	0.04%	New
1117	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$55K	+$3.65K	2	0.03%	Increased
1118	Simon Quick Advisors Morristown, New Jersey	$55K	+$5.12K	2	0.02%	Increased
1119	Wealthspire Advisors (New York) New York	$54K	+$59.2K	1	0.01%	New
1120	Brown Brothers Harriman & Co New York	$53K	+$51.7K	2	0%	Increased
1121	FHA Flagship Harbor Advisors Boston, Massachusetts	$53K	-$69.5K	2	0.01%	Reduced
1122	WPA West Paces Advisors Atlanta, Georgia	$52.2K	$0	1	0.04%	Maintained
1123	BFC Bedel Financial Consulting Indianapolis, Indiana	$52K	$0	1	0.04%	Maintained
1124	SIS Sound Income Strategies Ft Lauderdale, Florida	$52K	$0	3	0.03%	Maintained
1125	CAL Capital Advisors Ltd Shaker Heights, Ohio	$50K	$0	1	0.01%	Maintained