← 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
1251	ATC Adirondack Trust Company Saratoga Springs, New York	$9K	$0	1	0.01%	Maintained
1252	Brown Brothers Harriman & Co New York	$9K	-$168K	2	0%	Reduced
1253	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$9K	$0	1	0%	Maintained
1254	ZB Zions Bancorporation Salt Lake City, Utah	$9K	-$113K	1	0%	Reduced
1255	Fuller & Thaler Asset Management San Mateo, California	$8K	$0	1	0%	Maintained
1256	TFO Tarbox Family Office Newport Beach, California	$8K	-$65.4K	1	0%	Reduced
1257	TC Trilogy Capital Irvine, California	$8K	+$6.13K	3	0%	Increased
1258	WIM Westside Investment Management Santa Monica, California	$7.13K	$0	2	0%	Maintained
1259	BA Ballew Advisors Jackson, Mississippi	$7K	+$8.59K	2	0.01%	New
1260	Rockefeller Capital Management New York	$7K	$0	1	0%	Maintained
1261	TDC Thompson Davis & Co Richmond, Virginia	$7K	-$127K	1	0.02%	Reduced
1262	CIA CSat Investment Advisory Detroit, Michigan	$6K	+$573	1	0%	Increased
1263	GWS Glassman Wealth Services Vienna, Virginia	$6K	-$2.1K	3	0%	Reduced
1264	OWA One Wealth Advisors San Francisco, California	$6K	+$654	1	0%	Increased
1265	SWMG Signature Wealth Management Group Atlanta, Georgia	$6K	$0	1	0%	Maintained
1266	CA Centerpoint Advisors Needham, Massachusetts	$5K	-$11.2K	2	0%	Reduced
1267	LWA Lenox Wealth Advisors New York	$5K	-$24.5K	2	0%	Reduced
1268	LWA Lowe Wealth Advisors Columbia, Maryland	$5K	+$4.58K	1	0%	New
1269	Allworth Financial Folsom, California	$4K	-$1.39K	2	0%	Reduced
1270	PVH Psagot Value Holdings Tel Aviv, Israel	$4K	+$5.19K	1	0%	New
1271	Tortoise Capital Advisors Overland Park, Kansas	$4K	-$558	2	0%	Reduced
1272	VIA Vantage Investment Advisors State College, Pennsylvania	$4K	$0	1	0%	Maintained
1273	HAM Highstreet Asset Management London, Ontario, Canada	$3K	-$306K	1	0%	Reduced
1274	HCM Hilton Capital Management Garden City, New York	$3K	$0	1	0%	Maintained
1275	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$3K	+$3.46K	1	0%	New