← 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	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$114K	+$2.49K	3	0.07%	Increased
1127	CB Community Bank Dewitt, New York	$110K	$0	1	0.02%	Maintained
1128	AF Arrow Financial Glens Falls, New York	$108K	$0	1	0.02%	Maintained
1129	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$108K	+$102K	1	0.04%	New
1130	GLI Guardian Life Insurance New York	$106K	+$654	1	0.02%	Increased
1131	PWAG Polaris Wealth Advisory Group San Rafael, California	$106K	+$18.3K	1	0.01%	Increased
1132	Prime Capital Investment Advisors Overland Park, Kansas	$104K	$0	1	0.03%	Maintained
1133	KA Kaizen Advisory Wheaton, Illinois	$96K	-$984K	1	0.05%	Reduced
1134	TFS TrustCore Financial Services Brentwood, Tennessee	$96K	+$45	2	0.03%	Increased
1135	JA JOYN Advisors Atlanta, Georgia	$94K	+$10.4K	3	0.02%	Increased
1136	PCP Proficio Capital Partners Newton, Massachusetts	$94K	-$8.77K	2	0.03%	Reduced
1137	TPWA TRUE Private Wealth Advisors Salem, Oregon	$92.2K	+$91K	3	0.01%	New
1138	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$91K	$0	1	0.09%	Maintained
1139	OC Oakworth Capital Birmingham, Alabama	$88K	-$245	1	0.02%	Reduced
1140	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$87K	$0	1	0.01%	Maintained
1141	WB Webster Bank Waterbury, Connecticut	$87K	+$2.94K	1	0.01%	Increased
1142	AIM Anchor Investment Management Columbia, South Carolina	$86.7K	$0	1	0.02%	Maintained
1143	HT Heritage Trust Oklahoma City, Oklahoma	$86K	$0	2	0.03%	Maintained
1144	TVWM Tower View Wealth Management Shorewood, Wisconsin	$81K	+$3.27K	1	0.07%	Increased
1145	SNT Security National Trust Wheeling, West Virginia	$80K	-$12.3K	1	0.03%	Reduced
1146	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$79K	-$34.7K	1	0.01%	Reduced
1147	MNBTD Moody National Bank Trust Division Galveston, Texas	$77K	+$72.4K	1	0%	New
1148	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$77K	$0	2	0.05%	Maintained
1149	SBL Sargent Bickham Lagudis Boulder, Colorado	$76K	$0	2	0.01%	Maintained
1150	SSB Sandy Spring Bank Olney, Maryland	$75K	-$58K	1	0.01%	Reduced