← 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	TCM Timpani Capital Management Milwaukee, Wisconsin	$2.74M	-$1.7M	1	1.02%	Reduced
527	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.73M	-$145K	4	0.04%	Reduced
528	FMT First Mercantile Trust Cordova, Tennessee	$2.72M	+$285K	3	0.49%	Increased
529	First National Trust Hermitage, Pennsylvania	$2.72M	+$177K	1	0.33%	Increased
530	LCG Lisanti Capital Growth New York	$2.69M	+$1.11M	2	1.79%	Increased
531	Norinchukin Bank Tokyo, Japan	$2.65M	+$62.3K	1	0.05%	Increased
532	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.65M	$0	1	0.1%	Maintained
533	JWM Jackson Wealth Management Lake Mary, Florida	$2.65M	+$232K	1	0.84%	Increased
534	AIM Arcadia Investment Management Kalamazoo, Michigan	$2.63M	+$2.33M	1	0.84%	Increased
535	FAB First American Bank Dundee, Illinois	$2.62M	-$71K	1	0.21%	Reduced
536	Stratos Wealth Partners Beachwood, Ohio	$2.61M	+$48.2K	1	0.13%	Increased
537	WA WESPAC Advisors Orinda, California	$2.6M	+$2.55M	1	1.78%	New
538	ICRM Insight Capital Research & Management Walnut Creek, California	$2.6M	-$1.81M	1	1.52%	Reduced
539	LCP Legacy Capital Partners Milwaukee, Wisconsin	$2.58M	+$192K	1	1.39%	Increased
540	SFI SPC Financial Inc Rockville, Maryland	$2.58M	-$3.43K	1	0.68%	Reduced
541	Bank of Nova Scotia Toronto, Ontario, Canada	$2.58M	-$119K	2	0.01%	Reduced
542	TC Telemus Capital Southfield, Michigan	$2.56M	+$909K	2	0.26%	Increased
543	FHC First Houston Capital Houston, Texas	$2.54M	+$526K	1	2.55%	Increased
544	NA Neuburgh Advisers Los Angeles, California	$2.54M	-$195K	1	0.1%	Reduced
545	FCI Financial Counselors Inc Overland Park, Kansas	$2.53M	+$482K	1	0.13%	Increased
546	CTA Colonial Trust Advisors Spartanburg, South Carolina	$2.53M	+$1.17M	1	0.57%	Increased
547	SEC Seven Eight Capital New York	$2.47M	+$2.69M	2	0.36%	Increased
548	Sculptor Capital New York	$2.45M	+$2.46M	1	0.01%	New
549	BCP Blue Chip Partners Farmington Hills, Michigan	$2.44M	+$251K	1	0.85%	Increased
550	Balentine LLC Atlanta, Georgia	$2.41M	$0	2	0.22%	Maintained