← 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	Covington Capital Management Los Angeles, California	$145K	-$20.7K	1	0.01%	Reduced
1127	ZB Zions Bancorporation Salt Lake City, Utah	$139K	+$37.3K	2	0.02%	Increased
1128	BAM Brave Asset Management Summit, New Jersey	$135K	$0	1	0.08%	Maintained
1129	HM Payson & Co Portland, Maine	$133K	+$13.3K	2	0%	Increased
1130	RE RBC Europe London, United Kingdom	$128K	$0	1	0.01%	Maintained
1131	SSB Sandy Spring Bank Olney, Maryland	$128K	+$8.1K	1	0.01%	Increased
1132	ED Exane Derivatives Paris, France	$128K	-$92.8K	1	0.02%	Reduced
1133	OC Oakworth Capital Birmingham, Alabama	$127K	$0	1	0.02%	Maintained
1134	VCM Vigilant Capital Management Portland, Maine	$127K	-$49.7K	1	0.02%	Reduced
1135	Acadian Asset Management Boston, Massachusetts	$125K	-$76.2K	1	0%	Reduced
1136	Citizens Financial Group Providence, Rhode Island	$125K	+$3.89K	3	0.01%	Increased
1137	LC Lindbrook Capital Calabasas, California	$125K	-$3.48K	4	0.05%	Reduced
1138	Prime Capital Investment Advisors Overland Park, Kansas	$125K	+$122K	1	0.02%	New
1139	AF Arrow Financial Glens Falls, New York	$117K	$0	1	0.02%	Maintained
1140	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$117K	-$20.3K	1	0%	Reduced
1141	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$116K	$0	1	0.08%	Maintained
1142	TFS TrustCore Financial Services Brentwood, Tennessee	$112K	+$4.05K	2	0.02%	Increased
1143	APC Aspire Private Capital Cornelius, North Carolina	$111K	+$10.3K	1	0.05%	Increased
1144	DCM Dynamic Capital Management St. Helier, Jersey	$109K	+$107K	1	0.91%	New
1145	PB Pinnacle Bancorp Beatrice, Nebraska	$109K	+$3.24K	2	0.06%	Increased
1146	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$109K	+$106K	1	0.01%	New
1147	CA Cornerstone Advisory Hunt Valley, Maryland	$108K	$0	1	0.02%	Maintained
1148	RMC Resources Management Corp West Hartford, Connecticut	$106K	+$103K	1	0.02%	New
1149	SBL Sargent Bickham Lagudis Boulder, Colorado	$105K	-$73.1K	2	0.01%	Reduced
1150	PAR Capital Management Boston, Massachusetts	$104K	$0	1	0%	Maintained