← 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
501	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.47M	+$665K	1	0.09%	Increased
502	PAM Paradigm Asset Management New York	$1.47M	-$113K	3	0.24%	Reduced
503	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$1.47M	-$154K	1	0.37%	Reduced
504	KIA KCM Investment Advisors Greenbrae, California	$1.46M	-$30.1K	1	0.17%	Reduced
505	AT Arden Trust Wilmington, Delaware	$1.46M	-$364K	1	0.19%	Reduced
506	Wilmington Trust National Association Wilmington, Delaware	$1.44M	-$1.68K	1	0.06%	Reduced
507	SA Strategic Advisors New York	$1.44M	+$1.41M	1	1.18%	New
508	MSU Maple Securities USA Jersey City, New Jersey	$1.43M	+$1.39M	2	0.11%	New
509	Ladenburg Thalmann Financial Services Miami, Florida	$1.42M	+$38.6K	2	0.05%	Increased
510	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.41M	$0	1	0.09%	Maintained
511	Smithfield Trust Pittsburgh, Pennsylvania	$1.41M	+$85.7K	1	0.32%	Increased
512	CCM Compton Capital Management Providence, Rhode Island	$1.4M	$0	1	0.85%	Maintained
513	ICOA Investment Centers of America Bismarck, North Dakota	$1.4M	+$236K	1	0.28%	Increased
514	OA OFI Advisors Philadelphia, Pennsylvania	$1.4M	+$79.1K	3	0.13%	Increased
515	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.38M	-$16.2K	1	1.57%	Reduced
516	Cambridge Investment Research Advisors Fairfield, Iowa	$1.38M	-$146K	1	0.06%	Reduced
517	G GlobalBridge Minneapolis, Minnesota	$1.37M	-$45.3K	1	0.74%	Reduced
518	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.36M	-$345K	3	0.01%	Reduced
519	FineMark National Bank & Trust Fort Myers, Florida	$1.36M	+$647K	2	0.34%	Increased
520	RIM Regent Investment Management Louisville, Kentucky	$1.34M	+$296K	2	0.88%	Increased
521	ZDA Zweig-DiMenna Associates New York	$1.34M	-$123K	2	0.05%	Reduced
522	MIM Midwest Investment Management Cleveland, Ohio	$1.33M	-$38.6K	1	1.12%	Reduced
523	HBK Investments Dallas, Texas	$1.31M	+$858K	2	0.02%	Increased
524	Nikko Asset Management Americas New York	$1.3M	+$1.26M	1	0.04%	New
525	NCM Newland Capital Management New York	$1.29M	+$821K	1	1.66%	Increased