← 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	Dai-ichi Life Insurance Company Tokyo, Japan	$2.9M	-$1.1M	3	0.07%	Reduced
502	TI Truehand Inc Strafford, New Hampshire	$2.9M	$0	1	2.21%	Maintained
503	Cambiar Investors Denver, Colorado	$2.9M	+$2.76M	1	0.08%	New
504	BLA Balter Liquid Alternatives Boston, Massachusetts	$2.88M	+$1.57M	1	1.4%	Increased
505	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2.86M	+$32.9K	1	1.01%	Increased
506	Smith Salley Wealth Management Greensboro, North Carolina	$2.85M	-$111K	1	0.43%	Reduced
507	Jane Street New York	$2.84M	-$2.11M	5	0.01%	Reduced
508	RP Rice Partnership Honolulu, Hawaii	$2.84M	+$105K	1	1.92%	Increased
509	FAB First American Bank Dundee, Illinois	$2.83M	+$4.78K	1	0.19%	Increased
510	EWM Edge Wealth Management New York	$2.82M	-$1.11M	1	0.63%	Reduced
511	Avalon Investment & Advisory Houston, Texas	$2.82M	+$3.12M	1	0.06%	New
512	Huntington National Bank Columbus, Ohio	$2.82M	-$149K	4	0.05%	Reduced
513	Crossmark Global Holdings Houston, Texas	$2.77M	-$48.4K	2	0.08%	Reduced
514	SLA Silver Lake Advisory Cottonwood Heights, Utah	$2.74M	-$41K	1	1.81%	Reduced
515	LSC Lesa Sroufe & Co Seattle, Washington	$2.71M	-$69.4K	1	2.4%	Reduced
516	AGF Investments Inc Toronto, Ontario, Canada	$2.71M	-$164K	2	0.03%	Reduced
517	Capital International Sarl Los Angeles, California	$2.68M	-$25.9K	1	0.37%	Reduced
518	SCM Solas Capital Management Darien, Connecticut	$2.68M	-$510K	1	2.74%	Reduced
519	GHA GW Henssler & Associates Kennesaw, Georgia	$2.67M	+$105K	1	0.24%	Increased
520	FL Fort LP Chevy Chase, Maryland	$2.62M	+$247K	1	0.5%	Increased
521	ACM American Capital Management New York	$2.62M	+$23.1K	1	0.11%	Increased
522	Sumitomo Life Insurance Tokyo, Japan	$2.6M	+$138K	1	0.31%	Increased
523	Bogart Wealth LLC Mclean, Virginia	$2.6M	+$303K	1	1.57%	Increased
524	Pacer Advisors Malvern, Pennsylvania	$2.59M	+$1.93M	2	0.06%	Increased
525	MF MHI Funds Woodstock, New York	$2.57M	-$12.7K	1	3.01%	Reduced