← 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	CT Chicago Trust Grayslake, Illinois	$2.25M	-$106K	1	0.92%	Reduced
477	Eastern Bank Boston, Massachusetts	$2.25M	+$76.7K	1	0.18%	Increased
478	Walleye Trading New York	$2.21M	+$1.9M	4	0.01%	Increased
479	GP GLG Partners London, United Kingdom	$2.21M	-$843K	1	0.07%	Reduced
480	FAB First American Bank Dundee, Illinois	$2.21M	+$57.5K	1	0.21%	Increased
481	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$2.19M	+$161K	1	0.04%	Increased
482	People's United Financial Bridgeport, Connecticut	$2.19M	+$73.5K	1	0.12%	Increased
483	ISB Iowa State Bank Urbandale, Iowa	$2.19M	+$109K	1	1.18%	Increased
484	State of Alaska Department of Revenue Juneau, Alaska	$2.17M	+$11.7K	1	0.23%	Increased
485	MAP Moody Aldrich Partners Marblehead, Massachusetts	$2.17M	+$1.73M	2	1.79%	Increased
486	Stephens Inc Little Rock, Arkansas	$2.14M	+$293K	1	0.1%	Increased
487	Engineers Gate Manager New York	$2.13M	+$1.57M	2	0.15%	Increased
488	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.13M	-$2.77M	3	0%	Reduced
489	CT Coastline Trust Providence, Rhode Island	$2.12M	$0	1	0.43%	Maintained
490	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.03M	$0	1	0.09%	Maintained
491	Meiji Yasuda Life Insurance Tokyo, Japan	$2.02M	+$90.9K	2	0.32%	Increased
492	FA FDx Advisors Chicago, Illinois	$2.01M	+$163K	2	0.09%	Increased
493	RNC Capital Management Los Angeles, California	$1.99M	-$38.8K	1	0.19%	Reduced
494	QS Investors New York	$1.98M	+$1.1M	2	0.02%	Increased
495	SCM Stellar Capital Management Phoenix, Arizona	$1.97M	+$41.1K	1	2.15%	Increased
496	Johnson Investment Counsel Cincinnati, Ohio	$1.96M	-$778K	1	0.06%	Reduced
497	WhitTier Trust Company Reno, Nevada	$1.96M	-$68.6K	3	0.22%	Reduced
498	Ameritas Investment Partners Lincoln, Nebraska	$1.96M	+$216K	2	0.13%	Increased
499	Oppenheimer & Co New York	$1.96M	-$14.5K	1	0.06%	Reduced
500	Lincoln National Corp Radnor, Pennsylvania	$1.92M	+$912K	1	0.11%	Increased