← 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	Cohen & Steers New York	$222K	-$120K	1	0%	Reduced
1102	DIM DC Investments Management Mclean, Virginia	$220K	$0	1	0.12%	Maintained
1103	BWM BigSur Wealth Management Miami, Florida	$219K	$0	1	0.15%	Maintained
1104	LW Linscomb Wealth Houston, Texas	$219K	-$2.75K	1	0.02%	Reduced
1105	Beutel, Goodman & Co Toronto, Ontario, Canada	$218K	$0	1	0%	Maintained
1106	FPS Fieldpoint Private Securities Greenwich, Connecticut	$218K	+$26.7K	3	0.07%	Increased
1107	WSCM Wellington Shields Capital Management New York	$218K	$0	1	0.04%	Maintained
1108	RIG Roosevelt Investment Group New York	$217K	$0	1	0.03%	Maintained
1109	SCP Syntal Capital Partners Midland, Texas	$217K	+$211K	1	0.05%	New
1110	AG Appleton Group Appleton, Wisconsin	$216K	$0	1	0.24%	Maintained
1111	RCM RB Capital Management Reno, Nevada	$215K	+$1.29K	1	0.16%	Increased
1112	GJIC Gamble Jones Investment Counsel Pasadena, California	$214K	$0	1	0.02%	Maintained
1113	HIM Hotaling Investment Management Wayne, Pennsylvania	$213K	-$7.45K	1	0.14%	Reduced
1114	SIA Strategic Investment Advisors Farmington Hills, Michigan	$213K	+$207K	1	0.12%	New
1115	CAN Claraphi Advisory Network Aliso Viejo, United States	$212K	-$17.8K	1	0.12%	Reduced
1116	FFG Fortem Financial Group Palm Desert, California	$210K	+$204K	1	0.21%	New
1117	IIC Ironwood Investment Counsel Scottsdale, Arizona	$210K	+$204K	1	0.08%	New
1118	GAM GQ Asset Management New York City, New York	$209K	$0	1	0.12%	Maintained
1119	JCM Jacobi Capital Management Pittston, Pennsylvania	$209K	-$16.1K	1	0.04%	Reduced
1120	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$209K	-$14.3K	1	0.02%	Reduced
1121	SCA Sippican Capital Advisors Boston, Massachusetts	$209K	-$70.4K	1	0.25%	Reduced
1122	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$208K	+$202K	1	0.05%	New
1123	WDL Well Done LLC Holland, Michigan	$208K	+$202K	1	0.05%	New
1124	Coldstream Capital Management Bellevue, Washington	$207K	-$408	1	0.02%	Reduced
1125	SIM SSI Investment Management Los Angeles, California	$206K	-$809	1	0.02%	Reduced