← 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	NSB Norway Savings Bank Portland, Maine	$1K	$0	1	0%	Maintained
1252	WIM Westside Investment Management Santa Monica, California	$803	-$5.04K	1	0%	Reduced
1253	3C 361 Capital Denver, Colorado	$0	-$1.93M	0	–	Closed
1254	Acadian Asset Management Boston, Massachusetts	$0	-$1K	0	–	Closed
1255	Achmea Investment Management Zeist, Netherlands	$0	-$212K	0	–	Closed
1256	ACA Ackerman Capital Advisors Dallas, Texas	$0	-$694K	0	–	Closed
1257	AE Wealth Management Topeka, Kansas	$0	-$250K	0	–	Closed
1258	AWM AllSquare Wealth Management Albany, New York	$0	$0	1	0%	Maintained
1259	ANBT American National Bank & Trust Wichita Falls, Texas	$0	-$10K	0	–	Closed
1260	AIM Anchor Investment Management Columbia, South Carolina	$0	-$86.7K	0	–	Closed
1261	AG Appleton Group Appleton, Wisconsin	$0	-$225K	0	–	Closed
1262	AG Artal Group Luxembourg	$0	-$3.28M	0	–	Closed
1263	AB AT Bancorp Dubuque, Iowa	$0	-$1.12M	0	–	Closed
1264	ACM Ativo Capital Management Chicago, Illinois	$0	-$1.32M	0	–	Closed
1265	AFP Ausdal Financial Partners Davenport, Iowa	$0	-$14K	0	–	Closed
1266	Avantax Planning Partners Dubuque, Iowa	$0	-$175K	0	–	Closed
1267	BA Ballew Advisors Jackson, Mississippi	$0	-$7K	0	–	Closed
1268	BOH Bank of Hawaii Honolulu, Hawaii	$0	-$170K	0	–	Closed
1269	BHTS Bar Harbor Trust Services Ellsworth, Maine	$0	-$7.61M	0	–	Closed
1270	BCM BBT Capital Management Fort Worth, Texas	$0	-$1.09M	0	–	Closed
1271	BWM BigSur Wealth Management Miami, Florida	$0	-$229K	0	–	Closed
1272	BW Bison Wealth Atlanta, Georgia	$0	-$215K	0	–	Closed
1273	BRA Blue Rock Advisors Wayzata, Minnesota	$0	-$443K	0	–	Closed
1274	BPM Bowling Portfolio Management Cincinnati, Ohio	$0	-$474K	0	–	Closed
1275	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$0	-$228K	0	–	Closed