← 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	M MOTCO San Antonio, Texas	$5.7M	+$137K	3	0.48%	Increased
377	Trust Company of Vermont Brattleboro, Vermont	$5.69M	-$84.2K	1	0.43%	Reduced
378	Squarepoint New York	$5.64M	-$13.6M	3	0.03%	Reduced
379	Beacon Financial Group Dallas, Texas	$5.63M	+$26.3K	1	0.71%	Increased
380	PAM Private Asset Management San Diego, California	$5.57M	-$437K	1	0.91%	Reduced
381	Ameritas Investment Partners Lincoln, Nebraska	$5.57M	-$106K	4	0.25%	Reduced
382	FNT First Nebraska Trust Lincoln, Nebraska	$5.57M	-$9.14K	1	0.9%	Reduced
383	First Financial Bank - Trust Division Hamilton, Ohio	$5.57M	+$147K	1	0.77%	Increased
384	Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$5.55M	-$37.1K	1	0.52%	Reduced
385	Federated Hermes Pittsburgh, Pennsylvania	$5.5M	-$1.18M	3	0.01%	Reduced
386	DT Investment Partners Chadds Ford, Pennsylvania	$5.48M	+$369K	1	0.5%	Increased
387	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$5.46M	+$5.01M	2	0.17%	New
388	Chartwell Investment Partners Berywn, Pennsylvania	$5.42M	-$3.47M	1	0.18%	Reduced
389	WTFG Wells Trecaso Financial Group Akron, Ohio	$5.42M	+$43.6K	1	3.92%	Increased
390	Crossmark Global Holdings Houston, Texas	$5.41M	+$2.18M	3	0.15%	Increased
391	Callahan Advisors Houston, Texas	$5.38M	+$436K	1	0.86%	Increased
392	IA Icon Advisers Greenwood Village, Colorado	$5.37M	$0	1	0.77%	Maintained
393	First Citizens Bank & Trust Raleigh, North Carolina	$5.36M	-$85.4K	3	0.52%	Reduced
394	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$5.36M	-$150K	1	0.14%	Reduced
395	Quantitative Investment Management Charlottesville, Virginia	$5.34M	-$5.17M	2	0.16%	Reduced
396	Norinchukin Bank Tokyo, Japan	$5.28M	-$530K	1	0.07%	Reduced
397	Scout Investments Kansas City, Missouri	$5.26M	-$4.7M	1	0.1%	Reduced
398	WIC WealthBridge Investment Counsel Calgary, Alberta, Canada	$5.25M	+$4.92M	1	2.98%	New
399	Nissay Asset Management Tokyo, Japan	$5.23M	-$254K	2	0.12%	Reduced
400	DCM Dupont Capital Management Wilmington, Delaware	$5.21M	-$840K	1	0.12%	Reduced