← 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	AMI Amica Mutual Insurance Providence, Rhode Island	$2.2M	$0	1	0.2%	Maintained
527	ETrade Capital Management Arlington, Virginia	$2.18M	+$783K	4	0.09%	Increased
528	Quantbot Technologies New York	$2.16M	+$37.6K	2	0.23%	Increased
529	People's United Financial Bridgeport, Connecticut	$2.15M	-$175K	1	0.08%	Reduced
530	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2.15M	+$23.4K	1	0.96%	Increased
531	Kentucky Retirement Systems Frankfort, Kentucky	$2.14M	-$280K	1	0.16%	Reduced
532	TI Turner Investments Berwyn, Pennsylvania	$2.13M	-$853K	2	1.38%	Reduced
533	CIA Capital Impact Advisors Boston, Massachusetts	$2.12M	+$874K	1	0.85%	Increased
534	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.09M	+$287K	4	0.13%	Increased
535	BCP Blue Chip Partners Farmington Hills, Michigan	$2.08M	+$464K	1	0.79%	Increased
536	CIM CenturyLink Investment Management Denver, Colorado	$2.07M	$0	1	0.67%	Maintained
537	Oppenheimer & Co New York	$2.07M	+$75.2K	2	0.06%	Increased
538	Sit Investment Associates Minneapolis, Minnesota	$2.06M	+$408K	1	0.05%	Increased
539	Voloridge Investment Management Jupiter, Florida	$2.06M	-$3.58M	1	0.05%	Reduced
540	CT Chicago Trust Grayslake, Illinois	$2.06M	-$256K	1	0.91%	Reduced
541	Walleye Trading New York	$2.05M	-$2.15M	2	0.01%	Reduced
542	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$2.04M	-$389K	1	1.1%	Reduced
543	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.03M	-$43K	1	1.67%	Reduced
544	Todd Asset Management Louisville, Kentucky	$1.99M	-$245K	1	0.06%	Reduced
545	Johnson Investment Counsel Cincinnati, Ohio	$1.97M	-$142K	1	0.06%	Reduced
546	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.96M	+$57.5K	1	0.53%	Increased
547	PVWM Point View Wealth Management Summit, New Jersey	$1.95M	+$177K	2	1%	Increased
548	FCI Financial Counselors Inc Overland Park, Kansas	$1.94M	+$85.2K	1	0.1%	Increased
549	FHC First Houston Capital Houston, Texas	$1.91M	-$56.8K	1	1.78%	Reduced
550	SAM Selway Asset Management	$1.91M	+$92.3K	1	1.07%	Increased