← 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
1776	BCP Blue Chip Partners Farmington Hills, Michigan	$122K	+$106K	1	0.01%	New
1777	BONH Bank of New Hampshire Laconia, New Hampshire	$121K	$0	1	0.03%	Maintained
1778	PB Pinnacle Bancorp Beatrice, Nebraska	$119K	$0	2	0.04%	Maintained
1779	GG Gleason Group Prospect, Kentucky	$119K	+$528	1	0.03%	Increased
1780	BLC Brown, Lisle/Cummings Providence, Rhode Island	$119K	+$15.8K	1	0.05%	Increased
1781	CastleKnight Management New York	$116K	$0	1	0.01%	Maintained
1782	BC Barrett & Company Providence, Rhode Island	$114K	+$176	1	0.07%	Increased
1783	OA Operose Advisors Milwaukee, Wisconsin	$111K	$0	1	0.05%	Maintained
1784	KFP KB Financial Partners Princeton, New Jersey	$110K	+$51K	2	0.03%	Increased
1785	VWM Valley Wealth Managers Paramus, New Jersey	$105K	-$176K	1	0.01%	Reduced
1786	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$103K	$0	1	0.08%	Maintained
1787	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$99K	-$110K	1	0%	Reduced
1788	WIM WealthPlan Investment Management Omaha, Nebraska	$96.8K	+$14.9K	2	0.03%	Increased
1789	CWP Concord Wealth Partners Abingdon, Virginia	$96.3K	-$5.48K	2	0.02%	Reduced
1790	IPW Impact Partnership Wealth Marietta, Georgia	$93.4K	+$74K	3	0.03%	New
1791	EL EMFO LLC Weston, Florida	$92.1K	$0	1	0.08%	Maintained
1792	WTA Washington Trust Advisors Wellesley, Massachusetts	$92K	-$172K	3	0.01%	Reduced
1793	TFM TFC Financial Management Boston, Massachusetts	$91.9K	+$14.9K	1	0.02%	Increased
1794	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$89.6K	-$8.72K	2	0.53%	Reduced
1795	CAS Coppell Advisory Solutions Coppell, Texas	$89.1K	+$78.8K	2	0.03%	New
1796	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$87.5K	-$32.5K	1	0.04%	Reduced
1797	CA Centerpoint Advisors Needham, Massachusetts	$83K	-$27.3K	2	0.03%	Reduced
1798	UIA Ulland Investment Advisors Minneapolis, Minnesota	$83K	+$25.3K	1	0.09%	Increased
1799	MTIC Missouri Trust & Investment Company Springfield, Missouri	$82.7K	+$72.3K	1	0.05%	New
1800	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$82K	+$69.5K	2	0.01%	Increased