← 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
1176	FC Ferris Capital Marlborough, Massachusetts	$53K	-$900	2	0.02%	Reduced
1177	DOA D'Orazio & Associates Falls Church, Virginia	$52K	$0	2	0.02%	Maintained
1178	MassMutual Private Wealth & Trust Windsor, Connecticut	$49.7K	-$82.2K	3	0%	Reduced
1179	CCM Cribstone Capital Management Augusta, Maine	$47K	$0	1	0.02%	Maintained
1180	FIB First Interstate Bank Billings, Montana	$46K	$0	1	0.01%	Maintained
1181	PW Price Wealth Austin, Texas	$46K	-$5.56K	1	0.02%	Reduced
1182	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$45K	$0	1	0.02%	Maintained
1183	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$44K	-$27.9K	2	0.01%	Reduced
1184	Country Trust Bank Bloomington, Illinois	$43K	+$7.36K	1	0%	Increased
1185	CX Institutional Auburn, Indiana	$43K	$0	1	0.01%	Maintained
1186	FLI Family Legacy Inc Greenville, South Carolina	$43K	$0	1	0.04%	Maintained
1187	NSIM North Star Investment Management Chicago, Illinois	$43K	$0	1	0%	Maintained
1188	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$43K	+$40.3K	2	0%	New
1189	QAM QCI Asset Management Pittsford, New York	$42K	$0	1	0%	Maintained
1190	JCM Jacobi Capital Management Pittston, Pennsylvania	$37K	$0	1	0.01%	Maintained
1191	HCM Horrell Capital Management Little Rock, Arkansas	$35K	$0	1	0.02%	Maintained
1192	LFA Legacy Financial Advisors Covington, Kentucky	$35K	+$573	2	0.01%	Increased
1193	SMFS Squar Milner Financial Services Irvine, California	$35K	$0	2	0.03%	Maintained
1194	ACS Archford Capital Strategies Swansea, Illinois	$34K	$0	2	0.01%	Maintained
1195	IP Intellectus Partners San Francisco, California	$34K	$0	1	0.01%	Maintained
1196	HM Payson & Co Portland, Maine	$32K	+$6.05K	1	0%	Increased
1197	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$32K	+$30.9K	3	0.02%	Increased
1198	TCI Wealth Advisors Tucson, Arizona	$32K	+$11.7K	2	0.01%	Increased
1199	CFGS Concourse Financial Group Securities Birmingham, Alabama	$31K	+$31.6K	4	0.01%	New
1200	RBC Roble Belko & Company Sewickley, Pennsylvania	$31K	$0	2	0.01%	Maintained