← 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
1701	FFA Founders Financial Alliance Raleigh, North Carolina	$2.06M	-$779K	1	0.27%	Reduced
1702	MCM Mengis Capital Management Portland, Oregon	$2.06M	-$4.03K	1	0.31%	Reduced
1703	PP Patron Partners Houston, Texas	$2.05M	+$198K	1	0.79%	Increased
1704	FB First Bancorp Damariscotta, Maine	$2.05M	-$8.06K	1	0.81%	Reduced
1705	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$2.05M	+$1.92M	2	2.01%	New
1706	KA Kintegral Advisory New York	$2.03M	$0	1	0.16%	Maintained
1707	SI Saxon Interests Houston, Texas	$2.03M	-$116K	1	0.56%	Reduced
1708	MPEM Marathon Partners Equity Management New York	$2.03M	$0	1	1.89%	Maintained
1709	TP Tranquility Partners Brentwood, Tennessee	$2.02M	+$124K	2	0.7%	Increased
1710	Canada Post Corporation Pension Plan Toronto, Canada	$2.02M	+$435K	1	0.07%	Increased
1711	FTEA Forty-three Eighteen Advisors Bentonville, Arkansas	$2.02M	-$60.1K	1	1.36%	Reduced
1712	HWP Highline Wealth Partners Sherman Oaks, California	$2.01M	+$4.11K	3	0.41%	Increased
1713	WIS Wright Investors Service Shelton, Connecticut	$2.01M	-$86.9K	2	0.55%	Reduced
1714	IC Inscription Capital Houston, Texas	$2M	+$304K	2	0.18%	Increased
1715	ACM Aljian Capital Management Carson City, Nevada	$2M	-$4.03K	1	0.37%	Reduced
1716	FLI Family Legacy Inc Greenville, South Carolina	$2M	-$403	1	0.53%	Reduced
1717	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$2M	-$76.6K	1	0.55%	Reduced
1718	GBT Grove Bank & Trust Miami, Florida	$1.99M	+$121K	2	0.2%	Increased
1719	BOTPPF Board of the Pension Protection Fund Croydon, United Kingdom	$1.99M	-$2.08M	1	1.89%	Reduced
1720	AC Avestar Capital New York	$1.99M	+$33.5K	2	0.11%	Increased
1721	IAIM International Assets Investment Management Orlando, Florida	$1.99M	+$423K	6	0.12%	Increased
1722	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$1.98M	+$104K	1	0.11%	Increased
1723	GFP Gryphon Financial Partners Columbus, Ohio	$1.98M	+$216K	2	0.17%	Increased
1724	PCP Proficio Capital Partners Newton, Massachusetts	$1.97M	+$1.19M	3	0.07%	Increased
1725	FCB First County Bank Stamford, Connecticut	$1.97M	+$7.26K	1	0.93%	Increased