← 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	CT Caldwell Trust Venice, Florida	$102K	+$95.4K	1	0.02%	New
1252	Tower Research Capital (TRC) New York	$101K	-$1.96M	4	0.01%	Reduced
1253	AIM Anchor Investment Management Columbia, South Carolina	$101K	$0	1	0.02%	Maintained
1254	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$100K	$0	3	0.04%	Maintained
1255	EWP Engrave Wealth Partners The Woodlands, Texas	$98K	+$92K	1	0.09%	New
1256	Penserra Capital Management Orinda, California	$98K	-$140K	1	0.01%	Reduced
1257	RFA Reilly Financial Advisors La Mesa, California	$98K	+$2K	2	0.01%	Increased
1258	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$97K	+$11.4K	1	0.01%	Increased
1259	BCA Berman Capital Advisors Atlanta, Georgia	$91K	+$4.47K	4	0.03%	Increased
1260	FBT First Bank & Trust Brookings, South Dakota	$83K	+$50.1K	3	0.06%	Increased
1261	MAM Marquette Asset Management Minneapolis, Minnesota	$82K	$0	1	0.03%	Maintained
1262	Citizens Financial Group Providence, Rhode Island	$80K	-$59.5K	3	0.01%	Reduced
1263	CX Institutional Auburn, Indiana	$79K	+$1.69K	3	0.01%	Increased
1264	First Manhattan New York	$79K	$0	1	0%	Maintained
1265	Simon Quick Advisors Morristown, New Jersey	$78K	+$9.06K	1	0.03%	Increased
1266	EIP Ellis Investment Partners Berwyn, Pennsylvania	$75K	+$621	1	0.03%	Increased
1267	Bogart Wealth LLC Mclean, Virginia	$73K	$0	1	0.02%	Maintained
1268	BFC Bedel Financial Consulting Indianapolis, Indiana	$72K	$0	1	0.04%	Maintained
1269	Brown Brothers Harriman & Co New York	$71K	-$19.1K	2	0%	Reduced
1270	CAL Capital Advisors Ltd Shaker Heights, Ohio	$71K	$0	1	0.02%	Maintained
1271	FGAM Financial Gravity Asset Management Lakeway, Texas	$71K	-$13.8K	1	0.05%	Reduced
1272	SAM S.A. Mason Holland, Michigan	$71K	+$66.6K	1	0.07%	New
1273	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$71K	-$6.84K	2	0.01%	Reduced
1274	Gradient Investments Arden Hills, Minnesota	$69K	-$4.26K	1	0%	Reduced
1275	SWA Sutton Wealth Advisors Tampa, Florida	$68.6K	$0	2	0.04%	Maintained