← 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	ZB Zions Bancorporation Salt Lake City, Utah	$101K	-$28.2K	2	0.01%	Reduced
1177	APC Aspire Private Capital Cornelius, North Carolina	$100K	+$14.7K	1	0.05%	Increased
1178	CA Cornerstone Advisory Hunt Valley, Maryland	$99K	$0	1	0.02%	Maintained
1179	Tudor Investment Corp Stamford, Connecticut	$99K	-$1.09M	1	0%	Reduced
1180	First Manhattan New York	$98K	-$15.9K	1	0%	Reduced
1181	W WealthStone Columbus, Ohio	$96.4K	+$93.8K	2	0.04%	New
1182	SFM Systematic Financial Management Teaneck, New Jersey	$96K	-$101K	1	0%	Reduced
1183	CB CNB Bank Clearfield, Pennsylvania	$95K	+$26.3K	1	0.08%	Increased
1184	FCA FinTrust Capital Advisors Greenville, South Carolina	$95K	$0	1	0.04%	Maintained
1185	PAR Capital Management Boston, Massachusetts	$95K	$0	1	0%	Maintained
1186	PCP Proficio Capital Partners Newton, Massachusetts	$95K	+$18.7K	5	0.03%	Increased
1187	AC Avestar Capital New York	$89K	$0	3	0.06%	Maintained
1188	SFSIG San Francisco Sentry Investment Group San Francisco, California	$87K	$0	2	0.04%	Maintained
1189	RFA Reilly Financial Advisors La Mesa, California	$85K	-$10K	1	0.01%	Reduced
1190	AIM Advantage Investment Management Cedar Rapids, Iowa	$84K	$0	1	0.06%	Maintained
1191	CIA CSat Investment Advisory Detroit, Michigan	$82K	+$70.9K	2	0.03%	Increased
1192	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$81K	+$16.6K	3	0.04%	Increased
1193	Gradient Investments Arden Hills, Minnesota	$78K	+$29.3K	1	0%	Increased
1194	WB Webster Bank Waterbury, Connecticut	$75K	$0	1	0.01%	Maintained
1195	BCA Berman Capital Advisors Atlanta, Georgia	$73K	+$14.3K	5	0.02%	Increased
1196	Group One Trading Chicago, Illinois	$73K	+$164K	3	0%	Increased
1197	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$73K	+$29.9K	2	0.01%	Increased
1198	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$66K	-$7.12K	3	0.02%	Reduced
1199	TC Truvestments Capital Sarasota, Florida	$65K	-$21.9K	1	0.04%	Reduced
1200	BFC Bedel Financial Consulting Indianapolis, Indiana	$64K	$0	1	0.04%	Maintained