← 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
1226	VCM Versant Capital Management Phoenix, Arizona	$37K	-$5.15K	2	0.02%	Reduced
1227	EI Ellevest Inc New York	$35K	+$34.4K	1	0.01%	New
1228	Meridian Wealth Management Lexington, Kentucky	$34.7K	+$33.8K	1	0.01%	New
1229	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$33K	+$32.4K	1	0%	New
1230	HCM Horrell Capital Management Little Rock, Arkansas	$33K	$0	1	0.02%	Maintained
1231	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$33K	$0	1	0.01%	Maintained
1232	CCM Cribstone Capital Management Augusta, Maine	$32K	$0	1	0.02%	Maintained
1233	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$32K	$0	1	0.01%	Maintained
1234	ACS Archford Capital Strategies Swansea, Illinois	$31K	-$1.65K	2	0.01%	Reduced
1235	TPWA TRUE Private Wealth Advisors Salem, Oregon	$31K	+$32.9K	2	0.01%	New
1236	Penserra Capital Management Orinda, California	$30K	-$8.79M	1	0%	Reduced
1237	SMFS Squar Milner Financial Services Irvine, California	$30K	-$7.35K	2	0.02%	Reduced
1238	ADL Asset Dedication LLC San Francisco, California	$29K	$0	1	0.01%	Maintained
1239	Farmers & Merchants Investments Inc Lincoln, Nebraska	$29K	+$1.05K	2	0%	Increased
1240	H Hexavest Montreal, Quebec, Canada	$28K	+$27K	1	0%	New
1241	KPCM Kings Point Capital Management Great Neck, New York	$28K	+$27.4K	1	0.01%	New
1242	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$28K	$0	1	0.02%	Maintained
1243	JFA JNBA Financial Advisors Bloomington, Minnesota	$27K	+$9.11K	2	0.01%	Increased
1244	ONST Old North State Trust Greensboro, North Carolina	$27K	$0	1	0.02%	Maintained
1245	Capstone Investment Advisors New York	$26K	-$17.7K	1	0%	Reduced
1246	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$26K	+$20.3K	2	0.01%	Increased
1247	PRC Pearl River Capital Niles, Michigan	$25K	-$53.4K	1	0.16%	Reduced
1248	VRM Vectors Research Management New York	$25K	$0	1	0.01%	Maintained
1249	LJHT Laurie J. Hall Trustee	$24K	$0	2	0.01%	Maintained
1250	NL NKCFO LLC Geneva, Illinois	$24K	$0	1	0.02%	Maintained