← 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	CA Corrado Advisors Ramsey, New Jersey	$3.71M	+$3.7M	1	2.17%	New
477	CF CNA Financial Chicago, Illinois	$3.59M	$0	2	0.86%	Maintained
478	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.59M	$0	1	0.16%	Maintained
479	MCM McKinley Capital Management Anchorage, Alaska	$3.58M	+$2.98K	1	0.18%	Increased
480	SC Shellback Capital Boston, Massachusetts	$3.57M	-$9.72M	1	0.27%	Reduced
481	AIM Arcadia Investment Management Kalamazoo, Michigan	$3.54M	+$348K	1	0.99%	Increased
482	WhitTier Trust Company Reno, Nevada	$3.53M	+$164K	3	0.3%	Increased
483	ECM Estabrook Capital Management New York	$3.52M	-$188K	1	0.53%	Reduced
484	AOWM Alpha Omega Wealth Management Richmond, Virginia	$3.51M	+$91.7K	1	1.72%	Increased
485	NA Navellier & Associates Reno, Nevada	$3.49M	-$1.76M	3	0.65%	Reduced
486	MLICM Metropolitan Life Insurance Company (MetLife) New York	$3.48M	-$7.75M	3	0.05%	Reduced
487	PineBridge Investments New York	$3.48M	+$928K	2	0.09%	Increased
488	Bailard Foster City, California	$3.46M	+$3.45M	1	0.22%	New
489	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.46M	-$119K	1	0.33%	Reduced
490	CT Coastline Trust Providence, Rhode Island	$3.43M	+$629K	1	0.52%	Increased
491	CG Cutler Group San Francisco, California	$3.39M	+$1.83M	4	0.14%	Increased
492	VF Virtu Financial New York	$3.38M	+$2.71M	5	0.18%	Increased
493	ETrade Capital Management Arlington, Virginia	$3.38M	+$237K	4	0.11%	Increased
494	Huntington National Bank Columbus, Ohio	$3.36M	-$69.9K	3	0.05%	Reduced
495	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$3.34M	+$366K	1	0.35%	Increased
496	Exencial Wealth Advisors Oklahoma City, Oklahoma	$3.32M	-$6.61K	1	1%	Reduced
497	ING Group Amsterdam, Netherlands	$3.32M	+$2.77M	1	0.06%	Increased
498	OAM Oxford Asset Management Oxford, United Kingdom	$3.3M	-$868K	3	0.07%	Reduced
499	Clifford Swan Investment Counsel Pasadena, California	$3.29M	-$401K	2	0.18%	Reduced
500	GWM Greenwich Wealth Management Greenwich, Connecticut	$3.29M	$0	1	0.55%	Maintained