← 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	CGL Clarius Group LLC Seattle, Washington	$221K	+$209K	1	0.04%	New
1177	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$221K	$0	1	0.32%	Maintained
1178	Bailard Foster City, California	$220K	+$37K	1	0.01%	Increased
1179	Great Valley Advisor Group Wilmington, Delaware	$220K	+$206K	1	0.05%	New
1180	CST Charles Schwab Trust Henderson, Nevada	$219K	+$206K	1	0.09%	New
1181	SC Steph & Co Marinette, Wisconsin	$217K	+$203K	1	0.18%	New
1182	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$216K	-$102K	2	0.05%	Reduced
1183	MC Miles Capital West Des Moines, Iowa	$216K	+$194K	1	0.17%	New
1184	AssetMark Inc Concord, California	$215K	+$35.9K	2	0%	Increased
1185	PC Port Capital Chicago, Illinois	$213K	-$246K	1	0.02%	Reduced
1186	JCM Jacobi Capital Management Pittston, Pennsylvania	$211K	+$25.5K	1	0.04%	Increased
1187	SC Slow Capital Greenbrae, California	$211K	+$198K	1	0.07%	New
1188	MCM Murphy Capital Management Bedminster, New Jersey	$208K	+$195K	1	0.03%	New
1189	SAM Steinberg Asset Management New York	$208K	-$8.58K	1	0.2%	Reduced
1190	NNP Nachman Norwood & Parrott Greenville, South Carolina	$205K	+$192K	1	0.03%	New
1191	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$204K	-$13.7K	1	0.07%	Reduced
1192	SIA SeaBridge Investment Advisors Summit, New Jersey	$204K	-$68.4K	1	0.07%	Reduced
1193	Circle Wealth Management Summit, New Jersey	$203K	+$177K	1	0.04%	New
1194	HFG Heron Financial Group New York	$202K	+$173K	1	0.17%	New
1195	HCA Horan Capital Advisors Cincinnati, Ohio	$202K	+$3.11K	1	0.12%	Increased
1196	MIC Means Investment Company Bangor, Maine	$202K	+$188K	1	0.07%	New
1197	Global Retirement Partners San Rafael, California	$200K	+$23.4K	4	0.03%	Increased
1198	Prospera Financial Services Dallas, Texas	$200K	+$188K	1	0.02%	New
1199	CBT Capital Bank & Trust Irvine, California	$196K	-$79.1K	2	0%	Reduced
1200	PMFA Plante Moran Financial Advisors Southfield, Michigan	$196K	+$93.5K	1	0.07%	Increased