← 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
1151	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$75K	-$3.93K	2	0.04%	Reduced
1152	GP Girard Partners King Of Prussia, Pennsylvania	$72K	+$68.2K	1	0.01%	New
1153	CB CNB Bank Clearfield, Pennsylvania	$71K	-$16.4K	1	0.04%	Reduced
1154	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$67K	-$601K	2	0.01%	Reduced
1155	SIS Sound Income Strategies Ft Lauderdale, Florida	$66K	+$51K	3	0.03%	Increased
1156	WPA West Paces Advisors Atlanta, Georgia	$65.9K	$0	1	0.05%	Maintained
1157	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$65K	$0	1	0.03%	Maintained
1158	Simon Quick Advisors Morristown, New Jersey	$65K	$0	1	0.03%	Maintained
1159	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$65K	+$61.2K	1	0.02%	New
1160	CHP Cable Hill Partners Portland, Oregon	$64K	-$5.41K	2	0.03%	Reduced
1161	CAL Capital Advisors Ltd Shaker Heights, Ohio	$64K	$0	1	0.02%	Maintained
1162	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$64K	+$1.62K	3	0.04%	Increased
1163	AC Avestar Capital New York	$63K	+$17.6K	3	0.04%	Increased
1164	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$62.9K	+$13.9K	1	0.03%	Increased
1165	ONST Old North State Trust Greensboro, North Carolina	$62K	+$58.9K	1	0.06%	New
1166	SWA Sutton Wealth Advisors Tampa, Florida	$61.6K	+$12.1K	3	0.04%	Increased
1167	BFC Bedel Financial Consulting Indianapolis, Indiana	$61K	-$573	1	0.04%	Reduced
1168	LWS Lucia Wealth Services San Diego, California	$61K	+$5.97K	1	0.02%	Increased
1169	AIM Advantage Investment Management Cedar Rapids, Iowa	$59K	+$55.2K	1	0.04%	New
1170	Pendal Group Sydney, Australia	$58.9K	+$55.5K	1	0%	New
1171	PCA Peddock Capital Advisors Braintree, Massachusetts	$58K	$0	1	0.03%	Maintained
1172	GCM Gables Capital Management Miami, Florida	$56K	$0	1	0.04%	Maintained
1173	MFW Mosaic Family Wealth St. Louis, Missouri	$56K	$0	1	0.02%	Maintained
1174	AW Alpha Windward Westwood, Massachusetts	$53K	-$5.89K	1	0.03%	Reduced
1175	CAC Certified Advisory Corp Altamonte Springs, Florida	$53K	-$2.45K	1	0.02%	Reduced