← 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
301	Foresters Investment Management New York	$7.43M	+$36.7K	2	0.15%	Increased
302	LPL Financial San Diego, California	$7.37M	+$2.22M	4	0.04%	Increased
303	Glenmede Trust Philadelphia, Pennsylvania	$7.36M	-$1.71M	2	0.06%	Reduced
304	SCM Simcoe Capital Management New York	$7.28M	+$6.84M	1	5.2%	New
305	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.28M	-$912K	1	1.04%	Reduced
306	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.13M	-$8.8M	1	0.87%	Reduced
307	Brown Advisory Baltimore, Maryland	$7.13M	+$1.04M	3	0.02%	Increased
308	CCM Concourse Capital Management Atlanta, Georgia	$7.06M	+$1.93M	1	3.61%	Increased
309	LSC Lesa Sroufe & Co Seattle, Washington	$6.95M	-$512K	1	4.39%	Reduced
310	Placemark Investments Chicago, Illinois	$6.91M	+$220K	2	0.12%	Increased
311	NCM Novare Capital Management Charlotte, North Carolina	$6.85M	+$37.9K	1	1.7%	Increased
312	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$6.77M	+$6.57M	1	1.38%	New
313	KCA KR Capital Advisors New York	$6.72M	-$344K	1	1.63%	Reduced
314	Bridges Investment Management Omaha, Nebraska	$6.68M	+$290K	1	1.18%	Increased
315	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$6.55M	-$309K	1	0.54%	Reduced
316	CC Colrain Capital Boston, Massachusetts	$6.52M	-$2.6M	1	0.5%	Reduced
317	MTB Mizuho Trust & Banking Tokyo, Japan	$6.46M	+$746K	1	0.02%	Increased
318	VCM Vigilant Capital Management Portland, Maine	$6.45M	+$64.6K	1	1.27%	Increased
319	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.44M	-$86.4K	2	1.02%	Reduced
320	Capital Advisors Inc Tulsa, Oklahoma	$6.35M	+$90K	1	1.18%	Increased
321	BlueCrest Capital Management St Helier, Jersey	$6.3M	+$5.91M	1	0.2%	New
322	ProShare Advisors Bethesda, Maryland	$6.26M	-$118K	5	0.07%	Reduced
323	AA Apriem Advisors Irvine, California	$6.2M	+$307K	1	2.28%	Increased
324	D.A. Davidson & Co Great Falls, Montana	$6.18M	+$1.12M	2	0.2%	Increased
325	PCM Palouse Capital Management Spokane, Washington	$6.13M	+$113K	1	2.16%	Increased