← 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
1301	AW Alpha Windward Westwood, Massachusetts	$49K	-$1.6K	1	0.03%	Reduced
1302	FHA Flagship Harbor Advisors Boston, Massachusetts	$47K	$0	2	0.01%	Maintained
1303	KPCM Kings Point Capital Management Great Neck, New York	$47K	+$44.4K	1	0.01%	New
1304	NSIM North Star Investment Management Chicago, Illinois	$47K	$0	1	0%	Maintained
1305	ONST Old North State Trust Greensboro, North Carolina	$47K	$0	1	0.03%	Maintained
1306	Procyon Advisors Shelton, Connecticut	$47K	+$41.7K	4	0.03%	New
1307	Country Trust Bank Bloomington, Illinois	$46K	$0	1	0%	Maintained
1308	TA TFG Advisers Auburn Hills, Michigan	$45K	+$43.1K	1	0.03%	New
1309	NIM NuWave Investment Management Parsippany, New Jersey	$44K	-$23.3K	1	0.04%	Reduced
1310	MassMutual Private Wealth & Trust Windsor, Connecticut	$39K	+$27.3K	2	0%	Increased
1311	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$38K	$0	1	0.01%	Maintained
1312	CHC City Holding Co Charleston, West Virginia	$38K	-$17.8K	2	0.01%	Reduced
1313	HCM Horrell Capital Management Little Rock, Arkansas	$38K	$0	1	0.02%	Maintained
1314	SFG Sowa Financial Group Lincoln, Rhode Island	$38K	+$35.5K	1	0.03%	New
1315	AIC Ameritas Investment Company Lincoln, Nebraska	$36K	+$25.5K	1	0.01%	Increased
1316	ADL Asset Dedication LLC San Francisco, California	$36K	+$2.38K	2	0.01%	Increased
1317	LAS Lloyd Advisory Services Suwanee, Georgia	$36K	+$33.8K	1	0.03%	New
1318	RBC Roble Belko & Company Sewickley, Pennsylvania	$36K	$0	2	0.01%	Maintained
1319	LJHT Laurie J. Hall Trustee	$35K	+$5.6K	2	0.02%	Increased
1320	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$34K	+$29.2K	1	0%	New
1321	Private Management Group Irvine, California	$34K	+$7.84K	1	0%	New
1322	HIA Harbor Investment Advisory Lutherville, Maryland	$33K	+$30.8K	2	0.01%	New
1323	FP Financial Perspectives Minneapolis, Minnesota	$32.7K	+$29.9K	3	0.02%	New
1324	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$32K	$0	1	0.02%	Maintained
1325	VCM Versant Capital Management Phoenix, Arizona	$32K	-$3.96K	2	0.02%	Reduced