← 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
1126	AIM Anchor Investment Management Columbia, South Carolina	$79K	$0	1	0.02%	Maintained
1127	GFP Gryphon Financial Partners Columbus, Ohio	$79K	+$86.5K	3	0.04%	New
1128	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$79K	$0	1	0.01%	Maintained
1129	TFS TrustCore Financial Services Brentwood, Tennessee	$79K	+$77.7K	1	0.03%	New
1130	OC Oakworth Capital Birmingham, Alabama	$77K	+$41.8K	1	0.02%	Increased
1131	WB Webster Bank Waterbury, Connecticut	$77K	$0	1	0.01%	Maintained
1132	RPC Rossmore Private Capital Glastonbury, Connecticut	$74.5K	+$73.3K	1	0.08%	New
1133	Global Retirement Partners San Rafael, California	$73K	+$10.5K	3	0.02%	Increased
1134	SSB Sandy Spring Bank Olney, Maryland	$72K	-$11.5K	1	0.01%	Reduced
1135	Brandes Investment Partners La Jolla, California	$71K	+$79.8K	1	0%	New
1136	TFO Tarbox Family Office Newport Beach, California	$71K	$0	1	0.03%	Maintained
1137	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$69.1K	$0	1	0.04%	Maintained
1138	SBL Sargent Bickham Lagudis Boulder, Colorado	$69K	$0	2	0.01%	Maintained
1139	LC Landaas & Company Milwaukee, Wisconsin	$68K	-$112K	1	0.06%	Reduced
1140	QAM QCI Asset Management Pittsford, New York	$68K	+$29.2K	1	0.01%	Increased
1141	SWA Sutton Wealth Advisors Tampa, Florida	$64.4K	-$14K	2	0.05%	Reduced
1142	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$63K	+$63.9K	3	0.05%	New
1143	Simon Quick Advisors Morristown, New Jersey	$63K	+$19.7K	1	0.03%	Increased
1144	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$62K	-$232	3	0.05%	Reduced
1145	OneDigital Investment Advisors Overland Park, Kansas	$60K	-$21.1K	1	0.01%	Reduced
1146	CAL Capital Advisors Ltd Shaker Heights, Ohio	$58K	$0	1	0.02%	Maintained
1147	VCM Versant Capital Management Phoenix, Arizona	$57K	+$15.4K	2	0.02%	Increased
1148	FIB First Interstate Bank Billings, Montana	$54K	-$27K	2	0.01%	Reduced
1149	AW Alpha Windward Westwood, Massachusetts	$53K	-$3.11K	1	0.03%	Reduced
1150	BWA BDO Wealth Advisors Jacksonville, Florida	$53K	+$5.83K	1	0.02%	Increased