← 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	AGM Alpine Global Management New York	$202K	+$194K	1	0.05%	New
1102	Robertson Stephens Wealth Management San Francisco, California	$202K	+$197K	1	0.1%	New
1103	SIG Schaller Investment Group Winston Salem, North Carolina	$202K	$0	1	0.17%	Maintained
1104	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$190K	-$46.8K	1	0.25%	Reduced
1105	WPC Waters Parkerson & Co New Orleans, Louisiana	$187K	-$3.57K	1	0.02%	Reduced
1106	FQ First Quadrant Glendale, California	$185K	$0	1	0.02%	Maintained
1107	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$181K	$0	1	0.06%	Maintained
1108	SAM Steinberg Asset Management New York	$180K	-$83.9K	1	0.18%	Reduced
1109	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$179K	+$175K	3	0.13%	New
1110	Brinker Capital Investments Berwyn, Pennsylvania	$175K	-$61.6K	1	0.01%	Reduced
1111	Eventide Asset Management Boston, Massachusetts	$175K	-$672K	1	0.01%	Reduced
1112	HCA Horan Capital Advisors Cincinnati, Ohio	$175K	$0	1	0.11%	Maintained
1113	Bailard Foster City, California	$169K	+$165K	1	0.01%	New
1114	RCA Ranch Capital Advisors Sarasota, Florida	$168K	+$164K	1	0.18%	New
1115	Valeo Financial Advisors Carmel, Indiana	$168K	-$10.8K	3	0.02%	Reduced
1116	SMG Spectrum Management Group Indianapolis, Indiana	$166K	$0	1	0.06%	Maintained
1117	BS Bessemer Securities New York	$162K	$0	1	0.07%	Maintained
1118	JCM Jacobi Capital Management Pittston, Pennsylvania	$162K	-$46.2K	1	0.03%	Reduced
1119	AssetMark Inc Concord, California	$155K	+$15.8K	1	0%	Increased
1120	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$155K	$0	1	0.01%	Maintained
1121	APG Abacus Planning Group Columbia, South Carolina	$151K	$0	1	0.07%	Maintained
1122	Sowell Financial Services North Little Rock, Arkansas	$151K	+$149K	5	0.01%	New
1123	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$150K	$0	1	0.12%	Maintained
1124	FPS Fieldpoint Private Securities Greenwich, Connecticut	$150K	-$66K	3	0.05%	Reduced
1125	Global Retirement Partners San Rafael, California	$150K	-$4.21K	3	0.02%	Reduced