← 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
526	Envestnet Asset Management Chicago, Illinois	$1.1M	+$1.05M	3	0.01%	New
527	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.1M	+$1.05M	1	0.16%	New
528	ICOA Investment Centers of America Bismarck, North Dakota	$1.09M	+$1.04M	1	0.3%	New
529	State of Alaska Department of Revenue Juneau, Alaska	$1.08M	+$1.04M	1	0.28%	New
530	CAM Carret Asset Management New York	$1.08M	+$1.02M	2	0.22%	New
531	GF Gerstein Fisher New York	$1.06M	+$1.02M	1	0.26%	New
532	CAS CTC Alternative Strategies Chicago, Illinois	$1.05M	+$1M	1	0.28%	New
533	Ancora Advisors Cleveland, Ohio	$1.04M	+$994K	1	0.18%	New
534	IIM Ivory Investment Management New York	$1.02M	+$952K	1	0.04%	New
535	CB Chemical Bank Detroit, Michigan	$1.02M	+$973K	1	0.2%	New
536	WRM Westport Resources Management Westport, Connecticut	$981K	+$942K	2	0.34%	New
537	MVP Missouri Valley Partners St. Louis, Missouri	$972K	+$957K	1	0.37%	New
538	RIM Regent Investment Management Louisville, Kentucky	$971K	+$927K	2	0.75%	New
539	GHA GW Henssler & Associates Kennesaw, Georgia	$955K	+$915K	1	0.13%	New
540	NIM NuWave Investment Management Parsippany, New Jersey	$955K	+$915K	1	1.05%	New
541	UR USCA RIA Houston, Texas	$955K	+$915K	1	0.48%	New
542	SIC SFE Investment Counsel Los Angeles, California	$948K	+$908K	1	0.49%	New
543	SCM Stux Capital Management New York	$948K	+$908K	1	0.12%	New
544	Advisory Services Network Atlanta, Georgia	$943K	+$872K	1	0.77%	New
545	CCT Capital City Trust Tallahassee, Florida	$936K	+$897K	1	0.41%	New
546	MAI Capital Management Independence, Ohio	$935K	+$896K	1	0.12%	New
547	NPC National Planning Corporation El Segundo, California	$900K	+$856K	1	0.11%	New
548	PAM PartnerRe Asset Management Greenwich, Connecticut	$898K	+$861K	1	0.15%	New
549	Truist Financial Charlotte, North Carolina	$898K	+$860K	1	0.03%	New
550	Livforsakringsbolaget Skandia Stockholm, Sweden	$897K	+$837K	2	0.65%	New