← 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	FineMark National Bank & Trust Fort Myers, Florida	$1.29M	-$802K	1	0.21%	Reduced
552	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.29M	-$128K	1	0.25%	Reduced
553	RH Rayner & Haynor Mill Valley, California	$1.28M	-$42.5K	1	0.98%	Reduced
554	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.28M	+$20.6K	1	0.22%	Increased
555	PCTC Perkins Coie Trust Company Seattle, Washington	$1.27M	+$15.5K	1	1.07%	Increased
556	AGAM Avalon Global Asset Management San Francisco, California	$1.26M	-$498K	1	0.74%	Reduced
557	KIA KCM Investment Advisors Greenbrae, California	$1.26M	-$39.4K	1	0.12%	Reduced
558	MIM Midwest Investment Management Cleveland, Ohio	$1.26M	+$97.2K	1	0.94%	Increased
559	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.26M	-$69.7K	1	1.37%	Reduced
560	abrdn Investment Management Edinburgh, United Kingdom	$1.26M	-$23.5K	1	0%	Reduced
561	Quantbot Technologies New York	$1.26M	+$1.27M	1	0.17%	Increased
562	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.24M	-$356K	1	0.06%	Reduced
563	LPC Loeb Partners Corp New York	$1.24M	$0	1	0.41%	Maintained
564	ICOA Investment Centers of America Bismarck, North Dakota	$1.24M	+$209K	1	0.22%	Increased
565	UR USCA RIA Houston, Texas	$1.22M	-$138K	1	0.37%	Reduced
566	CCM Compton Capital Management Providence, Rhode Island	$1.2M	-$21.3K	1	0.65%	Reduced
567	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.2M	+$28.7K	1	1.11%	Increased
568	OIA Optimum Investment Advisors Chicago, Illinois	$1.19M	-$14.2K	1	0.39%	Reduced
569	OIM Opus Investment Management Worcester, Massachusetts	$1.19M	+$780K	1	0.23%	Increased
570	MAM Mizuho Asset Management Tokyo, Japan	$1.18M	+$52.5K	2	0.25%	Increased
571	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.17M	+$177K	2	0.15%	Increased
572	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.17M	+$8.09K	1	0.95%	Increased
573	NPC National Planning Corporation El Segundo, California	$1.15M	-$162K	1	0.09%	Reduced
574	Ingalls & Snyder LLC New York	$1.15M	$0	2	0.06%	Maintained
575	NRS Neville Rodie & Shaw New York	$1.12M	-$313K	1	0.11%	Reduced