← 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	SRC Shufro Rose & Co New York	$5.34M	-$71.2K	1	0.64%	Reduced
302	DIA Davidson Investment Advisors Great Falls, Montana	$5.31M	+$1.25M	1	0.96%	Increased
303	LSC Lesa Sroufe & Co Seattle, Washington	$5.27M	-$286K	1	4.19%	Reduced
304	PIA Piedmont Investment Advisors Durham, North Carolina	$5.24M	+$48.3K	1	0.12%	Increased
305	FBP Flippin Bruce & Porter Lynchburg, Virginia	$5.16M	+$2.99M	1	1.83%	Increased
306	DCCA D.C. Capital Advisors New York	$5.13M	+$5.9M	1	3.26%	New
307	Mutual of America Capital Management New York	$5.12M	+$42.6K	2	0.12%	Increased
308	WBC Westpac Banking Corp Sydney, Australia	$5.08M	-$9.3M	1	0.06%	Reduced
309	Truist Financial Charlotte, North Carolina	$5.08M	+$2.83M	1	0.13%	Increased
310	Natixis Advisors Boston, Massachusetts	$5.06M	-$1.36M	2	0.09%	Reduced
311	LBC Lowe Brockenbrough & Co Richmond, Virginia	$5M	+$90.6K	2	0.88%	Increased
312	OCG Opus Capital Group Cincinnati, Ohio	$4.91M	+$4.81M	1	0.83%	New
313	TI Turner Investments Berwyn, Pennsylvania	$4.84M	+$3.89M	1	0.98%	Increased
314	WI WBI Investments Red Bank, New Jersey	$4.8M	+$4.65M	1	0.17%	New
315	Brown Advisory Baltimore, Maryland	$4.73M	-$463K	3	0.02%	Reduced
316	Suntrust Banks Atlanta, Georgia	$4.72M	-$4.09M	1	0.03%	Reduced
317	DILH Dai-ichi Life Holdings Tokyo, Japan	$4.68M	+$1.06M	3	0.15%	Increased
318	CIS Connors Investor Services Wyomissing, Pennsylvania	$4.59M	+$83.8K	1	1.04%	Increased
319	AA Apriem Advisors Irvine, California	$4.57M	+$60.5K	1	1.69%	Increased
320	GWM Greenwich Wealth Management Greenwich, Connecticut	$4.55M	-$4.51M	1	1.1%	Reduced
321	DAM Delta Asset Management Memphis, Tennessee	$4.52M	+$4.77M	1	0.89%	Increased
322	Regions Financial Corp Birmingham, Alabama	$4.42M	-$672K	1	0.06%	Reduced
323	AIM Atlantic Investment Management New York	$4.39M	+$4.49M	1	0.42%	New
324	IMOV Investment Management of Virginia Richmond, Virginia	$4.39M	-$1.19M	1	1.16%	Reduced
325	GIA Gargoyle Investment Advisor Englewood, New Jersey	$4.39M	+$1.18M	2	1.8%	Increased