← 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
476	BT Beacon Trust Morristown, New Jersey	$2.39M	+$203K	1	0.39%	Increased
477	CIA Covington Investment Advisors Ligonier, Pennsylvania	$2.37M	+$2.28M	1	1.38%	New
478	Whitebox Advisors Minneapolis, Minnesota	$2.37M	-$1.51M	1	0.09%	Reduced
479	FSC Fiduciary Services Corp Savannah, Georgia	$2.36M	-$42K	1	0.89%	Reduced
480	FA FDx Advisors Chicago, Illinois	$2.36M	+$1.68M	1	0.15%	Increased
481	Raymond James Trust St. Petersburg, Florida	$2.35M	+$1.4M	1	0.27%	Increased
482	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$2.34M	+$2.25M	1	0.35%	New
483	HCA Horan Capital Advisors Cincinnati, Ohio	$2.34M	$0	1	2.14%	Maintained
484	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2.32M	+$545K	2	2.08%	Increased
485	BNP Paribas Asset Management Paris, France	$2.32M	+$651K	1	0.02%	Increased
486	SAM Symphony Asset Management San Francisco, California	$2.31M	-$1.04M	1	0.24%	Reduced
487	TWI Thomas White International Chicago, Illinois	$2.29M	-$42.7K	1	0.32%	Reduced
488	AMI Amica Mutual Insurance Providence, Rhode Island	$2.29M	$0	1	0.18%	Maintained
489	CT Coastline Trust Providence, Rhode Island	$2.28M	-$104K	1	0.59%	Reduced
490	MIU Man Investments (UK) London, United Kingdom	$2.26M	-$1.87M	2	0.18%	Reduced
491	Virtu KCG Holdings New York	$2.26M	-$3.33M	3	0.04%	Reduced
492	TCOV Trust Company of Vermont Brattleboro, Vermont	$2.24M	+$329K	1	0.35%	Increased
493	Atalanta Sosnoff Capital New York	$2.24M	+$77.9K	1	0.05%	Increased
494	CC ClearArc Capital Cincinnati, Ohio	$2.21M	+$843K	1	0.51%	Increased
495	COI Connable Office Inc Kalamazoo, Michigan	$2.17M	+$1.39M	2	0.56%	Increased
496	Coldstream Capital Management Bellevue, Washington	$2.15M	+$169K	1	0.63%	Increased
497	Fjarde Ap-fonden Stockholm, Sweden	$2.13M	-$281K	1	0.04%	Reduced
498	Bailard Foster City, California	$2.12M	+$28K	1	0.33%	Increased
499	GCP GSA Capital Partners London, United Kingdom	$2.12M	+$903K	2	0.1%	Increased
500	OA OFI Advisors Philadelphia, Pennsylvania	$2.09M	+$136K	3	0.15%	Increased