← 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	RWA Wealth Partners Newton, Massachusetts	$2.83M	+$2.71M	1	0.37%	New
477	Jacobs Levy Equity Management Florham Park, New Jersey	$2.82M	+$243K	1	0.06%	Increased
478	WesBanco Bank Wheeling, West Virginia	$2.78M	-$231K	1	0.15%	Reduced
479	Atria Investments Charlotte, North Carolina	$2.74M	+$578K	2	0.18%	Increased
480	B BancorpSouth Tupelo, Mississippi	$2.73M	+$81.6K	1	0.29%	Increased
481	Eastern Bank Boston, Massachusetts	$2.73M	-$38.9K	1	0.21%	Reduced
482	Dana Investment Advisors Waukesha, Wisconsin	$2.72M	-$83.2K	1	0.13%	Reduced
483	Sumitomo Life Insurance Tokyo, Japan	$2.71M	+$38.4K	1	0.38%	Increased
484	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.69M	-$26.3K	1	0.73%	Reduced
485	CT Coastline Trust Providence, Rhode Island	$2.65M	$0	1	0.49%	Maintained
486	PTCG Pring Turner Capital Group Alamo, California	$2.63M	-$21.3K	1	2.95%	Reduced
487	SCM Stellar Capital Management Phoenix, Arizona	$2.63M	-$36.6K	1	2%	Reduced
488	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$2.62M	-$33.1K	1	1.49%	Reduced
489	Smith Salley Wealth Management Greensboro, North Carolina	$2.62M	+$2.51M	1	0.54%	New
490	OAM Oxford Asset Management Oxford, United Kingdom	$2.61M	-$555K	1	0.06%	Reduced
491	NA Neuburgh Advisers Los Angeles, California	$2.61M	+$564K	1	0.1%	Increased
492	RNC Capital Management Los Angeles, California	$2.58M	+$160K	1	0.21%	Increased
493	Bank of Nova Scotia Toronto, Ontario, Canada	$2.57M	+$1.75M	2	0.01%	Increased
494	FAB First American Bank Dundee, Illinois	$2.57M	-$183K	1	0.21%	Reduced
495	SCM Snow Capital Management Sewickley, Pennsylvania	$2.56M	+$9.02K	1	0.12%	Increased
496	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$2.52M	+$147K	4	0.02%	Increased
497	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.52M	-$114K	1	0.1%	Reduced
498	Virtu KCG Holdings New York	$2.49M	-$1.46M	4	0.07%	Reduced
499	GS GAM Systematic Cambridge, United Kingdom	$2.47M	+$220K	2	0.48%	Increased
500	Norinchukin Bank Tokyo, Japan	$2.46M	+$122K	1	0.05%	Increased