← 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	SCA Sippican Capital Advisors Boston, Massachusetts	$1.91M	-$8.6K	1	2.28%	Reduced
502	Huntington National Bank Columbus, Ohio	$1.91M	-$282K	3	0.05%	Reduced
503	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$1.9M	-$39.6K	1	1.64%	Reduced
504	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$1.89M	+$39K	1	1.12%	Increased
505	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$1.89M	-$78.3K	1	2.23%	Reduced
506	Capstone Investment Advisors New York	$1.87M	+$1.13M	1	0.04%	Increased
507	DVM Dreman Value Management West Palm Beach, Florida	$1.86M	-$14.4K	2	1.15%	Reduced
508	Balentine LLC Atlanta, Georgia	$1.85M	$0	2	0.37%	Maintained
509	B BancorpSouth Tupelo, Mississippi	$1.84M	+$81K	1	0.21%	Increased
510	Mirae Asset Global Investments Seoul, South Korea	$1.84M	+$60.8K	1	0.05%	Increased
511	MC Menta Capital San Francisco, California	$1.84M	+$65.3K	1	0.25%	Increased
512	OIM Opus Investment Management Worcester, Massachusetts	$1.83M	-$2.52M	1	0.32%	Reduced
513	MCM Mork Capital Management Healdsburg, California	$1.83M	$0	2	1.82%	Maintained
514	LCG Lisanti Capital Growth New York	$1.81M	+$182K	2	2.72%	Increased
515	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.79M	-$26.7K	1	1.48%	Reduced
516	CIM Cambria Investment Management Manhattan Beach, California	$1.78M	+$1.83M	1	0.82%	New
517	Amalgamated Bank New York	$1.77M	+$317K	2	0.1%	Increased
518	AMI Amica Mutual Insurance Providence, Rhode Island	$1.77M	$0	1	0.17%	Maintained
519	LPC Loeb Partners Corp New York	$1.72M	+$769K	2	0.57%	Increased
520	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$1.72M	+$122K	1	0.8%	Increased
521	Barings Charlotte, North Carolina	$1.66M	+$479K	1	0.04%	Increased
522	PAM Princeton Alpha Management Princeton Junction, New Jersey	$1.66M	+$1.18M	3	0.3%	Increased
523	CCM Cupps Capital Management Chicago, Illinois	$1.65M	-$2.07M	1	0.43%	Reduced
524	MAM Meeder Asset Management Dublin, Ohio	$1.64M	+$464K	2	0.15%	Increased
525	DCM Dupont Capital Management Wilmington, Delaware	$1.63M	+$1.67M	1	0.04%	New