← 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
376	ARTA A.R.T. Advisors New York	$5.57M	+$847K	2	0.32%	Increased
377	GIM Goelzer Investment Management Carmel, Indiana	$5.55M	+$69.8K	1	0.51%	Increased
378	Truist Financial Charlotte, North Carolina	$5.5M	+$2.73M	1	0.1%	Increased
379	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$5.5M	-$38K	1	3.53%	Reduced
380	Oberweis Asset Management Lisle, Illinois	$5.5M	-$25.6K	2	1%	Reduced
381	TW Transform Wealth Greenwood Village, Colorado	$5.45M	-$1.49M	1	0.8%	Reduced
382	Colony Group Boston, Massachusetts	$5.34M	+$5.19M	1	0.17%	New
383	Homestead Advisers Arlington, Virginia	$5.32M	-$1.04M	1	0.1%	Reduced
384	GH GAM Holding Zurich, Switzerland	$5.3M	-$2.62M	1	0.21%	Reduced
385	FTC Farmers Trust Company Youngstown, Ohio	$5.3M	+$48.4K	1	1.5%	Increased
386	WhitTier Trust Company Reno, Nevada	$5.28M	+$173K	3	0.38%	Increased
387	TCOV Trust Company of Vermont Brattleboro, Vermont	$5.21M	+$269K	1	0.43%	Increased
388	HEIP Hudson Edge Investment Partners Jersey City, New Jersey	$5.2M	+$5.05M	1	1.51%	New
389	First Horizon Advisors Memphis, Tennessee	$5.17M	+$425K	3	0.4%	Increased
390	Advisors Asset Management Monument, Colorado	$5.16M	-$730K	4	0.09%	Reduced
391	ProShare Advisors Bethesda, Maryland	$5.14M	-$354K	3	0.03%	Reduced
392	MC Moors & Cabot Boston, Massachusetts	$5.12M	+$117K	1	0.65%	Increased
393	Mutual of America Capital Management New York	$5.12M	+$243K	2	0.07%	Increased
394	Curi RMB Capital Chicago, Illinois	$5.09M	-$38.1K	1	0.13%	Reduced
395	First Citizens Bank & Trust Raleigh, North Carolina	$5.07M	+$198K	3	0.55%	Increased
396	Norinchukin Bank Tokyo, Japan	$5.06M	-$1.69M	1	0.08%	Reduced
397	Bridgewater Associates Westport, Connecticut	$5.03M	+$2.2M	1	0.04%	Increased
398	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$5.02M	+$265K	2	0.38%	Increased
399	BFG Beacon Financial Group Dallas, Texas	$4.99M	-$5.75K	1	0.85%	Reduced
400	AMG National Trust Bank Greenwood Village, Colorado	$4.99M	-$106K	1	0.3%	Reduced