← 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	PCTC Perkins Coie Trust Company Seattle, Washington	$1.53M	-$40.7K	1	1.43%	Reduced
552	HL Financial Services Louisville, Kentucky	$1.53M	+$975K	2	0.04%	Increased
553	KIG Kessler Investment Group Columbus, Indiana	$1.53M	+$26.1K	1	2.69%	Increased
554	Nikko Asset Management Americas New York	$1.53M	-$490K	1	0.08%	Reduced
555	CAM Carret Asset Management New York	$1.52M	+$197K	2	0.29%	Increased
556	CCM Compton Capital Management Providence, Rhode Island	$1.48M	-$14.2K	1	0.8%	Reduced
557	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.47M	+$14.8K	1	0.17%	Increased
558	WA WealthTrust Axiom Wayne, Pennsylvania	$1.47M	+$105K	1	0.5%	Increased
559	OIA Optimum Investment Advisors Chicago, Illinois	$1.46M	+$160K	1	0.47%	Increased
560	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.46M	+$1.12M	1	0.15%	Increased
561	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$1.44M	-$18.6K	1	0.29%	Reduced
562	MIM Midwest Investment Management Cleveland, Ohio	$1.43M	-$28.6K	1	1.04%	Reduced
563	AR Advisory Research Chicago, Illinois	$1.43M	-$668	1	0.01%	Reduced
564	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.43M	$0	1	1.33%	Maintained
565	Profund Advisors Bethesda, Maryland	$1.43M	-$282K	3	0.06%	Reduced
566	LPC Loeb Partners Corp New York	$1.42M	+$554K	1	0.43%	Increased
567	CC Curian Capital Denver, Colorado	$1.42M	-$297	1	0.02%	Reduced
568	BCA Benchmark Capital Advisors New York	$1.41M	-$9.28K	1	0.88%	Reduced
569	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.41M	+$132K	1	1.14%	Increased
570	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.38M	-$37.2K	1	0.69%	Reduced
571	MAM Mizuho Asset Management Tokyo, Japan	$1.38M	+$11.5K	2	0.3%	Increased
572	QS Investors New York	$1.37M	+$572K	1	0.04%	Increased
573	AssetMark Inc Concord, California	$1.36M	-$1.43M	1	0.03%	Reduced
574	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.36M	+$272K	1	0.05%	Increased
575	Ingalls & Snyder LLC New York	$1.36M	-$51.7K	2	0.07%	Reduced