← 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
451	ETrade Capital Management Arlington, Virginia	$2.29M	+$515K	2	0.21%	Increased
452	DC Deere & Company Moline, Illinois	$2.28M	+$709K	2	0.13%	Increased
453	FSC Fiduciary Services Corp Savannah, Georgia	$2.25M	-$20.5K	1	1%	Reduced
454	BB&T Securities Richmond, Virginia	$2.22M	+$192K	1	0.07%	Increased
455	GCP GSA Capital Partners London, United Kingdom	$2.19M	+$1.6M	4	0.17%	Increased
456	CT Coastline Trust Providence, Rhode Island	$2.17M	+$14.8K	1	0.64%	Increased
457	NIMC NWQ Investment Management Company Los Angeles, California	$2.15M	+$11.3K	1	0.02%	Increased
458	WC Walthausen & Co Malta, New York	$2.14M	-$106K	1	0.17%	Reduced
459	WSA Wall Street Associates Lajolla, California	$2.13M	+$151K	1	0.2%	Increased
460	SCG Strategic Capital Group Gig Harbor, Washington	$2.13M	+$2.08M	1	0.8%	New
461	FHC First Houston Capital Houston, Texas	$2.12M	+$2.07M	1	2.29%	New
462	Daiwa Securities Group Tokyo, Japan	$2.08M	+$581K	2	0.02%	Increased
463	SIG Schooner Investment Group Wayne, Pennsylvania	$2.07M	+$2.01M	1	0.75%	New
464	Foresters Investment Management New York	$2.06M	$0	1	0.05%	Maintained
465	AMI Amica Mutual Insurance Providence, Rhode Island	$2.04M	$0	1	0.17%	Maintained
466	Creative Planning Overland Park, Kansas	$2.02M	+$114K	2	0.04%	Increased
467	MLL Moody Lynn & Lieberson Boston, Massachusetts	$2.02M	+$262K	1	0.31%	Increased
468	Cornerstone Investment Partners Atlanta, Georgia	$2.02M	-$342K	1	0.03%	Reduced
469	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$2.02M	+$1.47M	2	0.28%	Increased
470	Gotham Asset Management New York	$2.02M	-$1.23M	1	0.07%	Reduced
471	GWM Graybill Wealth Management Elmhurst, Illinois	$2.01M	-$42.3K	1	1.71%	Reduced
472	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.97M	+$404K	1	0.07%	Increased
473	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1.97M	+$1.54K	1	1.2%	Increased
474	FAM Forty4 Asset Management Chicago, Illinois	$1.96M	-$222K	1	0.73%	Reduced
475	DL Delta Lloyd Amsterdam, Netherlands	$1.96M	$0	2	0.08%	Maintained