← 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	MCM McKinley Capital Management Anchorage, Alaska	$2.74M	-$4.37K	1	0.12%	Reduced
452	COI Connable Office Inc Kalamazoo, Michigan	$2.73M	-$38.1K	2	0.73%	Reduced
453	WhitTier Trust Company Reno, Nevada	$2.73M	+$135K	3	0.3%	Increased
454	GCA Gideon Capital Advisors New York	$2.72M	+$2.84M	1	1.12%	New
455	AWP Ascent Wealth Partners New Hartford, New York	$2.7M	+$41.3K	1	1.49%	Increased
456	DCC Dow Chemical Company Midland, Michigan	$2.7M	$0	1	0.25%	Maintained
457	CIM Cambria Investment Management Manhattan Beach, California	$2.69M	+$32.3K	1	0.82%	Increased
458	FPA Fieldpoint Private Advisors New York	$2.67M	+$109K	1	1.67%	Increased
459	Perpetual Ltd Sydney, New South Wales, Australia	$2.63M	+$244K	1	0.3%	Increased
460	RNC Capital Management Los Angeles, California	$2.61M	-$38K	1	0.22%	Reduced
461	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.61M	+$65.6K	1	1.85%	Increased
462	ACM Argentus Capital Management Dallas, Texas	$2.6M	+$2.72M	1	0.4%	New
463	GWM Graybill Wealth Management Elmhurst, Illinois	$2.59M	-$41.8K	1	1.92%	Reduced
464	Scotia Capital Toronto, Ontario, Canada	$2.58M	+$527K	1	0.05%	Increased
465	QAM Quentec Asset Management New York	$2.58M	-$13.1M	1	0.52%	Reduced
466	MSU Maple Securities USA Jersey City, New Jersey	$2.58M	+$2.24M	1	0.25%	Increased
467	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.57M	+$207K	1	0.25%	Increased
468	EA Euclid Advisors Hartford, Connecticut	$2.54M	+$2.66M	1	0.05%	New
469	Virtu KCG Holdings New York	$2.54M	+$1.11M	3	0.05%	Increased
470	PP Patten & Patten Chattanooga, Tennessee	$2.53M	-$328K	1	0.37%	Reduced
471	TCOV Trust Company of Vermont Brattleboro, Vermont	$2.52M	+$173K	1	0.37%	Increased
472	HL Financial Services Louisville, Kentucky	$2.48M	+$456K	2	0.07%	Increased
473	CT Coastline Trust Providence, Rhode Island	$2.45M	-$8.12K	1	0.51%	Reduced
474	AT Arden Trust Wilmington, Delaware	$2.45M	-$44.5K	1	0.37%	Reduced
475	United Capital Financial Advisors Irving, Texas	$2.43M	-$76.5K	1	0.03%	Reduced