← 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	Ancora Advisors Cleveland, Ohio	$1.49M	-$300K	1	0.18%	Reduced
552	WA WealthTrust Axiom Wayne, Pennsylvania	$1.48M	-$8.92K	1	0.53%	Reduced
553	RIG Roosevelt Investment Group New York	$1.47M	-$11.8M	1	0.08%	Reduced
554	SAM Selway Asset Management	$1.46M	+$1.01M	1	0.79%	Increased
555	SA Strategic Advisors New York	$1.46M	-$26.2K	1	0.95%	Reduced
556	Brandywine Global Investment Management Philadelphia, Pennsylvania	$1.44M	+$380	1	0.01%	Increased
557	Profund Advisors Bethesda, Maryland	$1.42M	+$232K	2	0.06%	Increased
558	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.41M	-$52.7K	1	1.08%	Reduced
559	PAA Peregrine Asset Advisers Portland, Oregon	$1.41M	+$1.37M	1	0.99%	New
560	CCM Compton Capital Management Providence, Rhode Island	$1.41M	+$119K	1	0.77%	Increased
561	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.39M	$0	1	0.06%	Maintained
562	PCTC Perkins Coie Trust Company Seattle, Washington	$1.39M	+$26.8K	1	1.11%	Increased
563	VAM Visium Asset Management New York	$1.38M	+$276K	2	0.02%	Increased
564	Meiji Yasuda Life Insurance Tokyo, Japan	$1.37M	-$58.9K	2	0.2%	Reduced
565	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.35M	-$23.7K	1	0.25%	Reduced
566	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.34M	-$94K	1	2.63%	Reduced
567	HIP Hatteras Investment Partners Raleigh, North Carolina	$1.33M	+$1.21M	1	0.48%	New
568	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.33M	+$46K	1	1.15%	Increased
569	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.33M	+$346K	1	0.8%	Increased
570	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.33M	$0	1	0.06%	Maintained
571	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.33M	+$699K	1	0.01%	Increased
572	KIA KCM Investment Advisors Greenbrae, California	$1.31M	-$39.8K	1	0.11%	Reduced
573	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.31M	-$41K	1	1.39%	Reduced
574	FIM Freedom Investment Management Hartford, Connecticut	$1.3M	+$64.4K	2	0.17%	Increased
575	abrdn Investment Management Edinburgh, United Kingdom	$1.3M	-$51.5K	1	0.01%	Reduced