← 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
1901	V VeraBank Henderson, Texas	$1.45M	+$181K	2	0.24%	Increased
1902	CCA Cruiser Capital Advisors Stamford, Connecticut	$1.44M	+$251K	1	0.89%	Increased
1903	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$1.44M	$0	1	0.15%	Maintained
1904	WFA Wedbush Fund Advisers Pasadena, California	$1.44M	+$1.45M	2	0.13%	New
1905	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$1.43M	+$142K	2	0.31%	Increased
1906	BIA Bigelow Investment Advisors Portland, Maine	$1.43M	+$31.5K	1	0.52%	Increased
1907	KP Keel Point Huntsville, Alabama	$1.43M	+$323K	3	0.08%	Increased
1908	Mesirow Financial Investment Management Chicago, Illinois	$1.42M	-$15.3K	2	0.02%	Reduced
1909	KCM Kennondale Capital Management Richmond, Virginia	$1.42M	$0	1	0.95%	Maintained
1910	Forum Financial Management Lombard, Illinois	$1.42M	+$772K	2	0.02%	Increased
1911	AF Arrow Financial Glens Falls, New York	$1.42M	+$281K	1	0.13%	Increased
1912	FCCM First City Capital Management Savannah, Georgia	$1.41M	$0	1	0.69%	Maintained
1913	PW PUREfi Wealth Boston, Massachusetts	$1.41M	+$125K	2	0.77%	Increased
1914	CT Clearstead Trust Portland, Maine	$1.4M	-$44.1K	3	0.18%	Reduced
1915	CCG Cloverfields Capital Group Minneapolis, Minnesota	$1.4M	-$361K	1	0.42%	Reduced
1916	CICC Capital Investment Counsel (Colorado) Denver, Colorado	$1.4M	-$46K	1	0.17%	Reduced
1917	PWM Palumbo Wealth Management Great Neck, New York	$1.39M	+$2.42K	1	0.29%	Increased
1918	DAC Dutch Asset Corp Selkirk, New York	$1.39M	+$49.2K	1	0.69%	Increased
1919	UF Univest Financial Souderton, Pennsylvania	$1.39M	+$1.21K	1	0.07%	Increased
1920	FM Family Management New York	$1.39M	+$4.84K	3	0.14%	Increased
1921	SCP Sivia Capital Partners Mill Valley, California	$1.39M	+$190K	1	0.17%	Increased
1922	YP YANKCOM Partnership Yankton, South Dakota	$1.39M	-$37K	2	0.5%	Reduced
1923	FIA FNY Investment Advisers New York	$1.39M	+$964K	6	0.5%	Increased
1924	T TrustBank Olney, Illinois	$1.38M	-$6.05K	1	0.47%	Reduced
1925	Financial Engines Advisors Santa Clara, California	$1.38M	-$45.2K	1	0%	Reduced