← 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	HP Hikari Power Tokyo, Japan	$205K	+$196K	1	0.02%	New
1127	SWA Stratos Wealth Advisors Beachwood, Ohio	$204K	+$199K	1	0.08%	New
1128	ACG Allen Capital Group Grand Island, Nebraska	$202K	+$197K	1	0.07%	New
1129	BOTW Bank of the West Monterey Park, California	$202K	-$19.5K	1	0.02%	Reduced
1130	SIG Schaller Investment Group Winston Salem, North Carolina	$202K	+$197K	1	0.16%	New
1131	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$199K	+$243	2	0.15%	Increased
1132	CG Cutler Group San Francisco, California	$198K	+$199K	2	0.02%	New
1133	Acadian Asset Management Boston, Massachusetts	$194K	+$189K	1	0%	New
1134	BCM Bienville Capital Management New York	$192K	+$204K	1	0.02%	New
1135	Belpointe Asset Management Reno, Nevada	$191K	-$68.7K	1	0.04%	Reduced
1136	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$191K	-$204K	1	0.03%	Reduced
1137	VCM Violich Capital Management San Francisco, California	$189K	$0	1	0.05%	Maintained
1138	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$185K	+$29.1K	1	0.06%	Increased
1139	SBL Sargent Bickham Lagudis Boulder, Colorado	$180K	-$14.5K	2	0.02%	Reduced
1140	VCM Vigilant Capital Management Portland, Maine	$178K	$0	1	0.02%	Maintained
1141	HCA Horan Capital Advisors Cincinnati, Ohio	$175K	$0	1	0.12%	Maintained
1142	WPC Waters Parkerson & Co New Orleans, Louisiana	$174K	$0	1	0.01%	Maintained
1143	FQ First Quadrant Glendale, California	$169K	$0	1	0.01%	Maintained
1144	Valeo Financial Advisors Carmel, Indiana	$168K	-$52.4K	3	0.02%	Reduced
1145	CP Camelot Portfolios Maumee, Ohio	$167K	+$178K	1	0.07%	New
1146	SMG Spectrum Management Group Indianapolis, Indiana	$167K	$0	1	0.05%	Maintained
1147	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$166K	$0	1	0.06%	Maintained
1148	Covington Capital Management Los Angeles, California	$166K	$0	1	0.01%	Maintained
1149	BS Bessemer Securities New York	$162K	+$158K	1	0.07%	New
1150	Point72 Asset Management Stamford, Connecticut	$156K	-$3.91M	3	0%	Reduced