← 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	TC Tatro Capital Lexington, Kentucky	$238K	+$223K	1	0.21%	New
1152	BOTW Bank of the West Monterey Park, California	$237K	$0	1	0.03%	Maintained
1153	WDL Well Done LLC Holland, Michigan	$236K	$0	1	0.05%	Maintained
1154	LFA Landmark Financial Advisors Bowling Green, Kentucky	$235K	+$214K	1	0.14%	New
1155	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$235K	-$1.24M	1	0.04%	Reduced
1156	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$233K	-$4.44K	1	0.02%	Reduced
1157	SIM SSI Investment Management Los Angeles, California	$233K	-$710	1	0.02%	Reduced
1158	Advisory Alpha Holland, Michigan	$232K	+$201K	2	0.06%	Increased
1159	RWB RMR Wealth Builders Montclair, New Jersey	$231K	+$207K	1	0.22%	New
1160	ACG Allen Capital Group Grand Island, Nebraska	$230K	+$216K	1	0.06%	New
1161	SIG Schaller Investment Group Winston Salem, North Carolina	$230K	$0	1	0.24%	Maintained
1162	CAN Claraphi Advisory Network Aliso Viejo, United States	$229K	-$2.88K	1	0.14%	Reduced
1163	PP PagnatoKarp Partners Reston, Virginia	$229K	-$336K	1	0.04%	Reduced
1164	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$228K	-$562K	1	0.07%	Reduced
1165	LC Landaas & Company Milwaukee, Wisconsin	$228K	+$214K	1	0.16%	New
1166	SCA Sippican Capital Advisors Boston, Massachusetts	$227K	+$213K	1	0.25%	New
1167	CIC Chase Investment Counsel Charlottesville, Virginia	$225K	+$211K	1	0.11%	New
1168	Engineers Gate Manager New York	$225K	-$363K	1	0.01%	Reduced
1169	WPC Waters Parkerson & Co New Orleans, Louisiana	$225K	$0	1	0.02%	Maintained
1170	GJIC Gamble Jones Investment Counsel Pasadena, California	$224K	+$210K	1	0.02%	New
1171	WIP Wellesley Investment Partners Wellesley, Massachusetts	$224K	+$211K	1	0.07%	New
1172	FQ First Quadrant Glendale, California	$223K	$0	1	0.02%	Maintained
1173	MNBTD Moody National Bank Trust Division Galveston, Texas	$223K	+$208K	1	0.01%	New
1174	TW TrinityPoint Wealth Milford, Connecticut	$223K	-$1.95K	1	0.08%	Reduced
1175	CFG Cooper Financial Group Irvine, California	$222K	+$208K	1	0.09%	New