← 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	FC Ferris Capital Marlborough, Massachusetts	$33K	-$5.91K	2	0.01%	Reduced
1152	FTI Fiduciary Trust International Lincoln, Massachusetts	$27K	+$28.9K	1	0.01%	New
1153	HCM Horrell Capital Management Little Rock, Arkansas	$27K	$0	1	0.01%	Maintained
1154	IP Intellectus Partners San Francisco, California	$27K	$0	1	0.02%	Maintained
1155	ACS Archford Capital Strategies Swansea, Illinois	$26K	$0	2	0.01%	Maintained
1156	CA Claro Advisors Boston, Massachusetts	$26K	+$22.4K	2	0.02%	New
1157	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$26K	-$27.3K	1	0.01%	Reduced
1158	RBC Roble Belko & Company Sewickley, Pennsylvania	$26K	$0	2	0.01%	Maintained
1159	Simplex Trading Chicago, Illinois	$26K	-$1.1M	2	0%	Reduced
1160	CCM Cribstone Capital Management Augusta, Maine	$25K	-$12.4K	1	0.01%	Reduced
1161	SMFS Squar Milner Financial Services Irvine, California	$25K	-$4.19K	2	0.02%	Reduced
1162	ADL Asset Dedication LLC San Francisco, California	$24K	+$25.7K	1	0.01%	New
1163	Group One Trading Chicago, Illinois	$24K	-$1.03M	1	0%	Reduced
1164	VCM Versant Capital Management Phoenix, Arizona	$24K	$0	2	0.01%	Maintained
1165	BWM Baystate Wealth Management Boston, Massachusetts	$23K	+$150	1	0%	Increased
1166	Heritage Wealth Advisors Richmond, Virginia	$23K	$0	1	0%	Maintained
1167	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$23K	+$25.4K	1	0.02%	New
1168	LJHT Laurie J. Hall Trustee	$22K	-$891	2	0.01%	Reduced
1169	PVH Psagot Value Holdings Tel Aviv, Israel	$22K	+$18.8K	1	0%	Increased
1170	AC Avestar Capital New York	$21K	-$30.5K	3	0.01%	Reduced
1171	IIM Ipswich Investment Management Beverly, Massachusetts	$21K	+$23.1K	1	0.01%	New
1172	PRC Pearl River Capital Niles, Michigan	$21K	+$22.3K	1	0.1%	New
1173	SIAG Signet Investment Advisory Group Providence, Rhode Island	$21K	+$23.9K	1	0.02%	New
1174	VRM Vectors Research Management New York	$21K	$0	1	0.01%	Maintained
1175	FEG Financial Enhancement Group Anderson, Indiana	$20K	$0	1	0.01%	Maintained