← 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
1601	PIA Prakash Investment Advisors Andover, Massachusetts	$2.48M	+$1.7M	3	1.43%	Increased
1602	RSA River Street Advisors Aurora, Illinois	$2.47M	+$77.4K	1	0.73%	Increased
1603	MIM Morningstar Investment Management Chicago, Illinois	$2.46M	$0	1	0.15%	Maintained
1604	FCA Fortis Capital Advisors Prairie Village, Kansas	$2.46M	-$402K	1	0.28%	Reduced
1605	TNB Thomasville National Bank Thomasville, Georgia	$2.46M	+$2.33M	1	0.14%	New
1606	KA Kovack Advisors Ft. Lauderdale, Florida	$2.46M	-$3.7M	2	0.12%	Reduced
1607	Caisse Des Depots Et Consignations Paris, France	$2.46M	+$174K	1	0.04%	Increased
1608	HBK Sorce Advisory Erie, Pennsylvania	$2.45M	-$73.4K	3	0.05%	Reduced
1609	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$2.44M	+$1.28M	3	0.34%	Increased
1610	VFM Viking Fund Management Minot, North Dakota	$2.43M	+$1.82M	1	0.22%	New
1611	QWM Quadcap Wealth Management Frisco, Texas	$2.42M	+$120K	1	0.24%	Increased
1612	Oversea-Chinese Banking Corp (OCBC) Singapore	$2.42M	+$823K	1	0.05%	Increased
1613	MW Maia Wealth Denver, Colorado	$2.42M	+$414K	1	0.36%	Increased
1614	RiverFront Investment Group Richmond, Virginia	$2.4M	+$108K	1	0.03%	Increased
1615	KCM Kathmere Capital Management Wayne, Pennsylvania	$2.4M	+$419K	4	0.13%	Increased
1616	SSCM Sovereign's Capital Management Atlanta, Georgia	$2.4M	-$20.4K	1	1.6%	Reduced
1617	ESB Essex Savings Bank Essex, Connecticut	$2.39M	+$396K	3	0.52%	Increased
1618	MBT Montecito Bank & Trust Santa Barbara, California	$2.39M	+$3.69K	2	0.36%	Increased
1619	CCM Cinctive Capital Management New York	$2.38M	-$29.7M	3	0.09%	Reduced
1620	TCA Transcend Capital Advisors Madison, New Jersey	$2.38M	+$180K	3	0.16%	Increased
1621	HP Havemeyer Place Greenwich, Connecticut	$2.37M	-$2.28M	1	0.23%	Reduced
1622	MCA Magnolia Capital Advisors Jackson, Mississippi	$2.37M	+$111K	2	0.41%	Increased
1623	SWA SFMG Wealth Advisors Plano, Texas	$2.36M	+$306K	3	0.14%	Increased
1624	Waldron Private Wealth Bridgeville, Pennsylvania	$2.36M	-$270K	2	0.08%	Reduced
1625	ES Eagle Strategies New York	$2.36M	+$61.3K	1	0.23%	Increased