← 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	PCM Prelude Capital Management New York	$1.48M	+$1.25M	2	0.22%	Increased
502	ACM Americafirst Capital Management Roseville, California	$1.47M	+$1.51M	1	0.87%	New
503	LCG Lisanti Capital Growth New York	$1.47M	-$530K	1	1.33%	Reduced
504	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.46M	-$1.47M	1	0.19%	Reduced
505	Spot Trading Chicago, Illinois	$1.44M	+$1.37M	3	0.01%	Increased
506	GIM Groesbeck Investment Management Paramus, New Jersey	$1.43M	-$151K	1	0.9%	Reduced
507	GCG Giovine Capital Group Santa Monica, California	$1.42M	$0	1	1.09%	Maintained
508	LPC Loeb Partners Corp New York	$1.42M	+$21.8K	1	0.52%	Increased
509	FG Fiduciary Group Savannah, Georgia	$1.39M	-$187K	1	0.46%	Reduced
510	RegentAtlantic Capital Morristown, New Jersey	$1.38M	+$155K	2	0.13%	Increased
511	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.37M	$0	1	0.07%	Maintained
512	Walleye Trading New York	$1.36M	+$1.36M	2	0.01%	Increased
513	Central Trust Company Jefferson City, Missouri	$1.36M	-$85.5K	1	0.12%	Reduced
514	Sequoia Financial Advisors Akron, Ohio	$1.36M	+$10.5K	1	0.59%	Increased
515	SIC Schwartz Investment Counsel Plymouth, Michigan	$1.35M	-$5.18M	1	0.1%	Reduced
516	ICOA Investment Centers of America Bismarck, North Dakota	$1.34M	+$431K	1	0.2%	Increased
517	SSA South Street Advisors New York	$1.32M	$0	1	0.45%	Maintained
518	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.3M	-$2.52M	2	0.01%	Reduced
519	AIC AWM Investment Company New York	$1.29M	-$1.2M	1	0.25%	Reduced
520	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.28M	+$97.4K	1	0.18%	Increased
521	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$1.25M	+$43.8K	1	0.63%	Increased
522	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.24M	-$12.3K	1	0.03%	Reduced
523	Ingalls & Snyder LLC New York	$1.23M	+$17.8K	2	0.08%	Increased
524	Quantbot Technologies New York	$1.22M	-$131K	3	0.21%	Reduced
525	IP Interval Partners New York	$1.21M	-$12.9M	1	0.15%	Reduced