← 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	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$155K	-$129K	1	0.01%	Reduced
1152	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$150K	-$20K	1	0.12%	Reduced
1153	Global Retirement Partners San Rafael, California	$150K	-$2.62K	3	0.03%	Reduced
1154	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$144K	+$15.8K	3	0.01%	Increased
1155	AssetMark Inc Concord, California	$139K	-$1.86K	1	0%	Reduced
1156	APG Abacus Planning Group Columbia, South Carolina	$138K	+$2.48K	1	0.08%	Increased
1157	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$138K	-$11.7K	1	0%	Reduced
1158	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$132K	+$34.2K	1	0%	Increased
1159	PW Price Wealth Austin, Texas	$130K	+$95.2K	2	0.04%	Increased
1160	RE RBC Europe London, United Kingdom	$129K	$0	1	0.01%	Maintained
1161	OC Oakworth Capital Birmingham, Alabama	$127K	+$12K	1	0.02%	Increased
1162	Adams Diversified Equity Fund Baltimore, Maryland	$124K	-$134K	1	0.01%	Reduced
1163	BAM Brave Asset Management Summit, New Jersey	$123K	-$31K	1	0.07%	Reduced
1164	LC Lindbrook Capital Calabasas, California	$121K	$0	4	0.05%	Maintained
1165	Citizens Financial Group Providence, Rhode Island	$120K	+$6.89K	3	0.01%	Increased
1166	SSB Sandy Spring Bank Olney, Maryland	$120K	-$8.09K	1	0.01%	Reduced
1167	HM Payson & Co Portland, Maine	$119K	+$122K	2	0%	Increased
1168	AF Arrow Financial Glens Falls, New York	$117K	+$12.5K	1	0.03%	Increased
1169	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$116K	$0	1	0.09%	Maintained
1170	SCM Silvant Capital Management Atlanta, Georgia	$110K	-$255K	1	0.02%	Reduced
1171	TFS TrustCore Financial Services Brentwood, Tennessee	$108K	+$9.47K	2	0.02%	Increased
1172	CQS Credential Qtrade Securities Vancouver,	$108K	+$12.5K	1	0.02%	Increased
1173	PB Pinnacle Bancorp Beatrice, Nebraska	$105K	$0	2	0.06%	Maintained
1174	FWM Focused Wealth Management Newburgh, New York	$103K	-$36.1K	2	0.03%	Reduced
1175	GLI Guardian Life Insurance New York	$102K	$0	1	0.01%	Maintained