← 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	SAM Silverback Asset Management Chapel Hill, North Carolina	$1.51M	+$1.22M	1	0.11%	New
552	Meiji Yasuda Life Insurance Tokyo, Japan	$1.5M	+$328K	2	0.26%	Increased
553	KIG Kessler Investment Group Columbus, Indiana	$1.46M	+$58.8K	1	3.1%	Increased
554	CCM Compton Capital Management Providence, Rhode Island	$1.46M	-$51.6K	1	0.84%	Reduced
555	Wilmington Trust National Association Wilmington, Delaware	$1.44M	+$16.9K	1	0.05%	Increased
556	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$1.42M	-$54.9K	1	0.28%	Reduced
557	MIM Midwest Investment Management Cleveland, Ohio	$1.42M	-$17.3K	1	1.06%	Reduced
558	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.42M	-$588K	1	0.16%	Reduced
559	ICOA Investment Centers of America Bismarck, North Dakota	$1.4M	+$875K	1	0.29%	Increased
560	AR Advisory Research Chicago, Illinois	$1.39M	+$18.4K	1	0.01%	Increased
561	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.39M	+$61.6K	1	1.3%	Increased
562	BCA Benchmark Capital Advisors New York	$1.39M	+$147K	1	0.96%	Increased
563	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.38M	-$32.9K	1	0.64%	Reduced
564	CC Curian Capital Denver, Colorado	$1.38M	+$93.8K	1	0.02%	Increased
565	Ladenburg Thalmann Financial Services Miami, Florida	$1.38M	-$67.6K	3	0.04%	Reduced
566	PAM Private Asset Management San Diego, California	$1.36M	+$1.33M	1	0.23%	New
567	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.33M	+$10.9K	2	0.01%	Increased
568	BNP Paribas Asset Management Paris, France	$1.33M	+$270K	1	0.01%	Increased
569	Ingalls & Snyder LLC New York	$1.33M	-$2.65K	2	0.07%	Reduced
570	MAM Mizuho Asset Management Tokyo, Japan	$1.33M	-$89.9K	2	0.26%	Reduced
571	Smithfield Trust Pittsburgh, Pennsylvania	$1.32M	-$168K	1	0.26%	Reduced
572	AF Arrow Financial Glens Falls, New York	$1.32M	+$255K	1	0.38%	Increased
573	G GlobalBridge Minneapolis, Minnesota	$1.31M	+$78.3K	1	0.61%	Increased
574	CC ClearArc Capital Cincinnati, Ohio	$1.3M	-$1.22M	1	0.32%	Reduced
575	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.3M	-$76.6K	1	1.23%	Reduced