← 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	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$2.2M	+$731K	2	0.28%	Increased
502	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$2.2M	-$109K	1	1.18%	Reduced
503	FPFS First Personal Financial Services Charlotte, North Carolina	$2.16M	+$387K	1	0.63%	Increased
504	FIM Freedom Investment Management Hartford, Connecticut	$2.16M	-$995K	2	0.14%	Reduced
505	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$2.15M	-$285K	2	0.04%	Reduced
506	WhitTier Trust Company Reno, Nevada	$2.14M	-$22.4K	3	0.24%	Reduced
507	NA Navellier & Associates Reno, Nevada	$2.11M	+$379K	2	0.3%	Increased
508	B BancorpSouth Tupelo, Mississippi	$2.11M	+$78.2K	1	0.23%	Increased
509	GS GAM Systematic Cambridge, United Kingdom	$2.11M	+$387K	2	0.44%	Increased
510	RNC Capital Management Los Angeles, California	$2.09M	-$95.4K	1	0.19%	Reduced
511	SCA Sippican Capital Advisors Boston, Massachusetts	$2.09M	-$16.2K	1	2.38%	Reduced
512	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$2.09M	+$517	1	1.74%	Increased
513	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.06M	-$16.2K	1	2.4%	Reduced
514	Truist Financial Charlotte, North Carolina	$2.05M	-$520K	2	0.04%	Reduced
515	MCM Mork Capital Management Healdsburg, California	$2.05M	$0	2	1.95%	Maintained
516	CT Chicago Trust Grayslake, Illinois	$2.04M	-$432K	1	0.89%	Reduced
517	FA FDx Advisors Chicago, Illinois	$2.04M	-$216K	2	0.08%	Reduced
518	Balentine LLC Atlanta, Georgia	$2.03M	$0	2	0.28%	Maintained
519	Amalgamated Bank New York	$2.01M	+$213K	3	0.12%	Increased
520	TAM Tiverton Asset Management Wilimington, Delaware	$2M	-$15.4M	1	0.16%	Reduced
521	DVM Dreman Value Management West Palm Beach, Florida	$1.99M	-$60.3K	2	1.21%	Reduced
522	Quadrature Capital London, United Kingdom	$1.98M	-$1.99M	1	0.17%	Reduced
523	FHC First Houston Capital Houston, Texas	$1.98M	+$601K	1	1.99%	Increased
524	AMI Amica Mutual Insurance Providence, Rhode Island	$1.95M	$0	1	0.18%	Maintained
525	Johnson Investment Counsel Cincinnati, Ohio	$1.94M	-$209K	1	0.06%	Reduced