← 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
1201	CB Community Bank Dewitt, New York	$64K	$0	1	0.01%	Maintained
1202	EIP Ellis Investment Partners Berwyn, Pennsylvania	$64K	+$62.4K	1	0.02%	New
1203	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$64K	$0	1	0.01%	Maintained
1204	CAL Capital Advisors Ltd Shaker Heights, Ohio	$63K	+$1.62K	1	0.02%	Increased
1205	MAM Marquette Asset Management Minneapolis, Minnesota	$63K	-$6K	1	0.02%	Reduced
1206	BDWM Brewin Dolphin Wealth Management Conskleagh, Dublin, Ireland	$60.4K	$0	1	0.03%	Maintained
1207	ECM Engine Capital Management New York	$58K	$0	1	0.03%	Maintained
1208	PWMG Prestige Wealth Management Group Flemington, New Jersey	$57K	$0	1	0.03%	Maintained
1209	SWA Sutton Wealth Advisors Tampa, Florida	$54.6K	-$1.46K	2	0.03%	Reduced
1210	Edmond de Rothschild Holding Chambesy, Switzerland	$54K	+$40.5K	1	0%	Increased
1211	CX Institutional Auburn, Indiana	$53K	-$5.94K	2	0.01%	Reduced
1212	GCM Gables Capital Management Miami, Florida	$53K	$0	1	0.04%	Maintained
1213	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$53K	-$33.6K	2	0.02%	Reduced
1214	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$51K	+$3.24K	1	0.03%	Increased
1215	CAC Certified Advisory Corp Altamonte Springs, Florida	$51K	$0	1	0.02%	Maintained
1216	DOA D'Orazio & Associates Falls Church, Virginia	$49K	$0	2	0.01%	Maintained
1217	CHC City Holding Co Charleston, West Virginia	$46K	+$44.5K	1	0.01%	New
1218	AW Alpha Windward Westwood, Massachusetts	$44K	-$9.87K	1	0.03%	Reduced
1219	KLWA Kelly Lawrence W & Associates Pasadens, California	$44K	$0	1	0.01%	Maintained
1220	FRA Front Row Advisors Tiburon, California	$43K	+$5.89K	3	0.03%	Increased
1221	Heritage Wealth Advisors Richmond, Virginia	$42.1K	+$13.4K	1	0.01%	Increased
1222	FIB First Interstate Bank Billings, Montana	$41K	$0	1	0.01%	Maintained
1223	Country Trust Bank Bloomington, Illinois	$40K	-$34.4K	1	0%	Reduced
1224	FHA Flagship Harbor Advisors Boston, Massachusetts	$39K	-$28.8K	2	0.01%	Reduced
1225	RBC Roble Belko & Company Sewickley, Pennsylvania	$39K	+$809	2	0.01%	Increased