← 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	FineMark National Bank & Trust Fort Myers, Florida	$1.71M	+$270K	1	0.32%	Increased
527	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1.71M	-$1.74M	1	1.86%	Reduced
528	EA Ecofin Advisors London, United Kingdom	$1.71M	+$1.38M	1	0.37%	New
529	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.71M	-$14.7K	1	1.4%	Reduced
530	BCMU BlueCrest Capital Management (UK) St. Peter Port, Guernsey	$1.69M	+$553K	1	0.1%	Increased
531	Freestone Capital Holdings Seattle, Washington	$1.69M	+$651K	1	0.3%	Increased
532	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$1.67M	-$1.34M	1	0.38%	Reduced
533	Verition Fund Management Greenwich, Connecticut	$1.66M	+$974K	3	0.25%	Increased
534	Profund Advisors Bethesda, Maryland	$1.66M	-$619K	4	0.08%	Reduced
535	NRS Neville Rodie & Shaw New York	$1.65M	-$7.08K	1	0.18%	Reduced
536	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.62M	-$98.4K	1	3.17%	Reduced
537	UR USCA RIA Houston, Texas	$1.62M	+$5.53K	1	0.58%	Increased
538	RH Rayner & Haynor Mill Valley, California	$1.59M	-$107K	1	1.25%	Reduced
539	Cambridge Investment Research Advisors Fairfield, Iowa	$1.59M	-$37.8K	2	0.06%	Reduced
540	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.57M	-$2.95K	1	1.68%	Reduced
541	CA Callahan Advisors Houston, Texas	$1.57M	+$300K	1	0.54%	Increased
542	AT Arden Trust Wilmington, Delaware	$1.57M	-$75.6K	1	0.19%	Reduced
543	CAM CG Asset Management New York	$1.57M	+$1.67M	1	0.71%	New
544	KIA KCM Investment Advisors Greenbrae, California	$1.56M	-$50.5K	1	0.16%	Reduced
545	Parallax Volatility Advisers San Francisco, California	$1.56M	+$1.49M	3	0.01%	Increased
546	NPC National Planning Corporation El Segundo, California	$1.54M	+$119K	1	0.13%	Increased
547	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.54M	$0	1	0.12%	Maintained
548	Brandywine Global Investment Management Philadelphia, Pennsylvania	$1.54M	+$13.9K	1	0.01%	Increased
549	PCTC Perkins Coie Trust Company Seattle, Washington	$1.53M	+$1.47K	1	1.48%	Increased
550	WRM Westport Resources Management Westport, Connecticut	$1.52M	+$201K	2	0.43%	Increased