← 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
1726	PVH Psagot Value Holdings Tel Aviv, Israel	$208K	+$45K	3	0.11%	Increased
1727	VC Veracity Capital Atlanta, Georgia	$208K	+$178K	1	0.09%	New
1728	NFG Nadler Financial Group Deerfield, Illinois	$207K	+$181K	1	0.03%	New
1729	CNWM Clay Northam Wealth Management Huntington Beach, California	$207K	+$181K	1	0.2%	New
1730	DU Delphia (USA) Toronto, Ontario, Canada	$207K	+$181K	1	0.33%	New
1731	LAM L2 Asset Management Wayland, Massachusetts	$207K	+$181K	1	0.1%	New
1732	FRM Fox Run Management Greenwich, Connecticut	$205K	-$456K	1	0.06%	Reduced
1733	Plancorp LLC Saint Louis, Missouri	$205K	+$179K	1	0.01%	New
1734	William Blair Investment Management Chicago, Illinois	$203K	-$30.1M	1	0%	Reduced
1735	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$202K	+$176K	1	0.02%	New
1736	RW Rede Wealth Charlottesville, Virginia	$202K	+$176K	1	0.1%	New
1737	BFA Buttonwood Financial Advisors Baltimore, Maryland	$201K	+$176K	1	0.13%	New
1738	FAG Financial Advisory Group Houston, Texas	$201K	+$176K	1	0.04%	New
1739	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$201K	+$176K	1	0.03%	New
1740	NPT Nixon Peabody Trust Boston, Massachusetts	$201K	+$176K	1	0.16%	New
1741	SAM Smithbridge Asset Management Chadds Ford, Pennsylvania	$201K	+$176K	1	0.05%	New
1742	BAM Blueshift Asset Management Red Bank, New Jersey	$201K	+$172K	1	0.08%	New
1743	CWA Consilium Wealth Advisory Richardson, Texas	$200K	+$175K	1	0.14%	New
1744	KFI Key Financial Inc West Chester, Pennsylvania	$199K	+$6.16K	1	0.07%	Increased
1745	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$199K	-$35.2K	1	0.08%	Reduced
1746	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$198K	-$21.4K	2	0.08%	Reduced
1747	Country Trust Bank Bloomington, Illinois	$196K	$0	1	0.01%	Maintained
1748	TCTC Holdings Dallas, Texas	$192K	$0	1	0.01%	Maintained
1749	Hills Bank & Trust North Liberty, Iowa	$188K	-$704	1	0.02%	Reduced
1750	Heritage Wealth Advisors Richmond, Virginia	$182K	$0	1	0.01%	Maintained