← 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
551	B BancorpSouth Tupelo, Mississippi	$884K	+$823K	1	0.11%	New
552	DIA Dean Investment Associates Beavercreek, Ohio	$878K	+$841K	1	0.25%	New
553	FA FMA Advisory Harrisburg, Pennsylvania	$878K	+$841K	1	0.37%	New
554	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$872K	+$835K	1	0.62%	New
555	WhitTier Trust Company Reno, Nevada	$867K	+$831K	3	0.13%	New
556	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$865K	+$829K	1	0.24%	New
557	SBCM Silver Bridge Capital Management Boston, Massachusetts	$855K	+$819K	1	0.16%	New
558	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$852K	+$816K	1	0.17%	New
559	Knight Capital Group	$851K	+$808K	2	0.02%	New
560	ARTA A.R.T. Advisors New York	$848K	+$871K	1	0.03%	New
561	R.M. Davis Inc Portland, Maine	$847K	+$811K	1	0.06%	New
562	Profund Advisors Bethesda, Maryland	$844K	+$806K	2	0.06%	New
563	Clifford Swan Investment Counsel Pasadena, California	$842K	+$807K	1	0.07%	New
564	ZF Zhang Financial Portage, Michigan	$842K	+$806K	1	0.72%	New
565	GIM Guardian Investment Management Tiburon, California	$840K	+$801K	1	1.21%	New
566	WA WealthTrust Axiom Wayne, Pennsylvania	$836K	+$778K	1	0.36%	New
567	Meiji Yasuda Life Insurance Tokyo, Japan	$834K	+$799K	1	0.15%	New
568	PWPCM Perella Weinberg Partners Capital Management New York	$829K	+$794K	1	0.06%	New
569	SAM Selway Asset Management	$821K	+$786K	1	0.51%	New
570	WFM Wilmington Funds Management Wilmington, Delaware	$818K	+$784K	1	0.08%	New
571	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$810K	+$714K	1	0.01%	New
572	NB NBT Bank Norwich, New York	$808K	+$774K	1	0.12%	New
573	SI SII Investments Appleton, Wisconsin	$799K	+$765K	1	0.17%	New
574	Amalgamated Bank New York	$798K	+$764K	1	0.29%	New
575	Raymond James Trust St. Petersburg, Florida	$777K	+$744K	1	0.13%	New