← 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	Country Trust Bank Bloomington, Illinois	$40K	$0	1	0%	Maintained
1202	FHA Flagship Harbor Advisors Boston, Massachusetts	$40K	$0	2	0.01%	Maintained
1203	EI Ellevest Inc New York	$37K	+$2.31K	2	0.01%	Increased
1204	GSWM Golden State Wealth Management Santa Ana, California	$37K	+$31.4K	1	0.01%	Increased
1205	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$33K	+$32.4K	1	0%	New
1206	HCM Horrell Capital Management Little Rock, Arkansas	$33K	$0	1	0.02%	Maintained
1207	RBC Roble Belko & Company Sewickley, Pennsylvania	$32K	-$810	2	0.01%	Reduced
1208	Farmers & Merchants Investments Inc Lincoln, Nebraska	$31K	$0	2	0%	Maintained
1209	VCM Versant Capital Management Phoenix, Arizona	$30K	-$7.02K	2	0.01%	Reduced
1210	ADL Asset Dedication LLC San Francisco, California	$29K	$0	1	0.01%	Maintained
1211	CCM Cribstone Capital Management Augusta, Maine	$28K	-$4.29K	1	0.02%	Reduced
1212	H Hexavest Montreal, Quebec, Canada	$28K	$0	1	0%	Maintained
1213	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$28K	+$28.4K	3	0.01%	Increased
1214	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$28K	$0	1	0.02%	Maintained
1215	POIA Pin Oak Investment Advisors Houston, Texas	$25K	+$2.04K	2	0.02%	Increased
1216	VRM Vectors Research Management New York	$25K	$0	1	0.01%	Maintained
1217	FBT First Bank & Trust Brookings, South Dakota	$24K	+$2.24K	3	0.02%	Increased
1218	LJHT Laurie J. Hall Trustee	$24K	$0	2	0.01%	Maintained
1219	NL NKCFO LLC Geneva, Illinois	$24K	$0	1	0.02%	Maintained
1220	Capstone Investment Advisors New York	$22K	-$4.54K	1	0%	Reduced
1221	CJA C-J Advisory San Jose, California	$22K	$0	1	0.01%	Maintained
1222	QAM QCI Asset Management Pittsford, New York	$21K	$0	1	0%	Maintained
1223	TF Tompkins Financial Ithaca, New York	$21K	$0	1	0%	Maintained
1224	FPFS First Personal Financial Services Charlotte, North Carolina	$20K	-$3K	1	0.01%	Reduced
1225	SAM Shamrock Asset Management Dallas, Texas	$20K	$0	1	0.02%	Maintained