← 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	RC Roundview Capital Princeton, New Jersey	$1.44M	+$536K	1	0.57%	Increased
502	OI Oakbrook Investments Lisle, Illinois	$1.43M	-$1.69M	1	0.09%	Reduced
503	FA FDx Advisors Chicago, Illinois	$1.43M	+$299K	2	0.06%	Increased
504	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.43M	-$376K	1	0.06%	Reduced
505	SEC Seven Eight Capital New York	$1.4M	+$1.21M	2	0.95%	Increased
506	CIM Corbyn Investment Management Lutherville, Maryland	$1.4M	-$1.27M	1	0.41%	Reduced
507	PP Patten & Patten Chattanooga, Tennessee	$1.37M	-$425K	1	0.19%	Reduced
508	Bessemer Group Woodbridge, New Jersey	$1.37M	+$1.12M	2	0.01%	Increased
509	First Allied Advisory Services San Diego, California	$1.36M	+$301K	2	0.07%	Increased
510	MSI Financial Services Springfield, Massachusetts	$1.35M	+$1.19M	4	0.06%	Increased
511	SSA South Street Advisors New York	$1.34M	$0	1	0.43%	Maintained
512	ICOA Investment Centers of America Bismarck, North Dakota	$1.33M	-$25.3K	1	0.17%	Reduced
513	SAM Selway Asset Management	$1.33M	+$141K	1	0.89%	Increased
514	DTL Dynamic Technology Lab Singapore	$1.32M	+$180K	2	0.4%	Increased
515	MWVC Morgens Waterfall Vintiadis & Co New York	$1.3M	$0	1	0.55%	Maintained
516	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$1.3M	+$40.6K	1	0.64%	Increased
517	AF Ally Financial Detroit, Michigan	$1.3M	+$1.35M	1	0.18%	New
518	RegentAtlantic Capital Morristown, New Jersey	$1.29M	-$127K	2	0.14%	Reduced
519	CEP Chicago Equity Partners Chicago, Illinois	$1.29M	+$253K	1	0.03%	Increased
520	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.29M	+$113K	1	0.89%	Increased
521	SGH Schonfeld Group Holdings Jericho, New York	$1.28M	+$876K	1	0.81%	Increased
522	Old National Bancorp Evansville, Indiana	$1.27M	+$231K	2	0.08%	Increased
523	Central Trust Company Jefferson City, Missouri	$1.26M	-$125K	1	0.1%	Reduced
524	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.26M	-$233K	1	0.16%	Reduced
525	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$1.25M	-$402K	1	0.02%	Reduced