← 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	FPFS First Personal Financial Services Charlotte, North Carolina	$1.61M	+$1.65M	1	0.55%	New
527	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.61M	-$31.5K	1	0.22%	Reduced
528	GL GLG LLC New York	$1.6M	-$1.71M	1	0.12%	Reduced
529	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$1.59M	-$166K	1	0.13%	Reduced
530	FMT First Mercantile Trust Cordova, Tennessee	$1.58M	+$474K	3	0.2%	Increased
531	MWVC Morgens Waterfall Vintiadis & Co New York	$1.55M	$0	1	1.44%	Maintained
532	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$1.55M	+$89.5K	1	0.36%	Increased
533	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.55M	+$70.9K	1	1.02%	Increased
534	PP Patten & Patten Chattanooga, Tennessee	$1.55M	+$8.17K	1	0.21%	Increased
535	Central Trust Company Jefferson City, Missouri	$1.54M	-$51.8K	1	0.12%	Reduced
536	SSA South Street Advisors New York	$1.54M	$0	1	0.48%	Maintained
537	AF Alerus Financial Grand Forks, North Dakota	$1.53M	+$1.58M	1	0.26%	New
538	NA Navellier & Associates Reno, Nevada	$1.53M	+$435K	2	0.23%	Increased
539	PHS Pekin Hardy Strauss Chicago, Illinois	$1.53M	-$176K	1	0.34%	Reduced
540	CIM Corbyn Investment Management Lutherville, Maryland	$1.53M	-$43K	1	0.5%	Reduced
541	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.52M	+$112K	3	0.02%	Increased
542	BA BKS Advisors Southfield, Michigan	$1.51M	+$700K	1	0.78%	Increased
543	FCI Financial Counselors Inc Overland Park, Kansas	$1.51M	+$22.3K	1	0.09%	Increased
544	Nippon Life Insurance Tokyo, Japan	$1.51M	-$245K	1	0.04%	Reduced
545	First Horizon Advisors Memphis, Tennessee	$1.5M	+$49.9K	3	0.2%	Increased
546	GS GAM Systematic Cambridge, United Kingdom	$1.5M	+$261K	2	0.36%	Increased
547	Shelton Capital Management Denver, Colorado	$1.48M	+$206K	3	0.13%	Increased
548	MassMutual Private Wealth & Trust Windsor, Connecticut	$1.48M	-$373K	1	0.19%	Reduced
549	Profund Advisors Bethesda, Maryland	$1.44M	+$224K	3	0.07%	Increased
550	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.44M	+$22.7K	4	0.1%	Increased