← 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	Sigma Planning Corp Ann Arbor, Michigan	$2.1M	+$1.21M	1	0.23%	Increased
527	CIBC World Markets New York	$2.08M	+$2.04M	1	0.02%	New
528	Balentine LLC Atlanta, Georgia	$2.08M	$0	2	0.22%	Maintained
529	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$2.08M	-$53.7K	1	1.69%	Reduced
530	First Mercantile Trust Cordova, Tennessee	$2.07M	+$158K	3	0.32%	Increased
531	JWM Jackson Wealth Management Lake Mary, Florida	$2.07M	+$2.01M	1	0.81%	New
532	IA Icon Advisers Greenwood Village, Colorado	$2.06M	-$757K	2	0.14%	Reduced
533	Jacobs Levy Equity Management Florham Park, New Jersey	$2.04M	+$1.91M	1	0.04%	New
534	TAM Tiverton Asset Management Wilimington, Delaware	$2.03M	$0	1	0.12%	Maintained
535	Todd Asset Management Louisville, Kentucky	$2.03M	+$207K	1	0.06%	Increased
536	CPIM Columbia Partners Investment Management Alexandria, Virginia	$2.02M	-$3.05M	1	0.18%	Reduced
537	Profund Advisors Bethesda, Maryland	$1.99M	+$220K	3	0.09%	Increased
538	Amica Mutual Insurance Providence, Rhode Island	$1.99M	$0	1	0.18%	Maintained
539	Lincoln National Corp Radnor, Pennsylvania	$1.96M	+$33.8K	1	0.11%	Increased
540	GAM Systematic Cambridge, United Kingdom	$1.95M	-$247K	2	0.46%	Reduced
541	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$1.94M	+$346K	1	0.42%	Increased
542	Atria Investments Charlotte, North Carolina	$1.93M	+$940K	2	0.15%	Increased
543	Johnson Investment Counsel Cincinnati, Ohio	$1.92M	-$62.2K	1	0.06%	Reduced
544	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$1.92M	-$16.7K	1	0.86%	Reduced
545	LCP Legacy Capital Partners Milwaukee, Wisconsin	$1.91M	+$69.2K	1	1.16%	Increased
546	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.88M	-$45.6K	1	1.7%	Reduced
547	CIM CenturyLink Investment Management Denver, Colorado	$1.88M	+$1.83M	1	0.64%	New
548	Jefferies Group New York	$1.86M	+$912K	3	0.01%	Increased
549	FP FDO Partners Cambridge, Massachusetts	$1.85M	+$1.81M	1	0.75%	New
550	First National Trust Hermitage, Pennsylvania	$1.85M	+$450K	1	0.26%	Increased