← 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	NVIM New Vernon Investment Management Highland Park, Illinois	$1.5M	-$205K	1	1.02%	Reduced
552	FineMark National Bank & Trust Fort Myers, Florida	$1.48M	+$77.9K	1	0.19%	Increased
553	Ingalls & Snyder LLC New York	$1.48M	+$193K	2	0.08%	Increased
554	SAM Selway Asset Management	$1.47M	-$21.2K	1	0.81%	Reduced
555	AssetMark Inc Concord, California	$1.46M	-$844K	1	0.03%	Reduced
556	RIG Roosevelt Investment Group New York	$1.46M	-$19.4K	1	0.09%	Reduced
557	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.45M	$0	1	0.18%	Maintained
558	PCTC Perkins Coie Trust Company Seattle, Washington	$1.44M	+$14.2K	1	1.09%	Increased
559	Private Advisor Group Morristown, New Jersey	$1.44M	+$166K	1	0.07%	Increased
560	First Allied Advisory Services San Diego, California	$1.41M	+$122K	3	0.06%	Increased
561	Meiji Yasuda Life Insurance Tokyo, Japan	$1.39M	-$37.9K	2	0.22%	Reduced
562	Old National Bancorp Evansville, Indiana	$1.39M	-$82K	1	0.08%	Reduced
563	TWI Thomas White International Chicago, Illinois	$1.39M	-$9.32K	1	0.19%	Reduced
564	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.38M	$0	1	0.05%	Maintained
565	Banque Pictet & Cie Geneva 73, Switzerland	$1.38M	+$877K	1	0.11%	Increased
566	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.38M	-$7.06K	1	1.1%	Reduced
567	Laurion Capital Management New York	$1.36M	+$1.43M	1	0.01%	New
568	KIA KCM Investment Advisors Greenbrae, California	$1.36M	-$64.7K	1	0.11%	Reduced
569	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.36M	-$3.53K	1	0.88%	Reduced
570	CCM Compton Capital Management Providence, Rhode Island	$1.35M	-$28.2K	1	0.74%	Reduced
571	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.35M	+$33.7K	1	1.09%	Increased
572	Commerce Bank Kansas City, Missouri	$1.34M	-$78.7K	2	0.02%	Reduced
573	PCM Princeton Capital Management Red Bank, New Jersey	$1.33M	-$82.4K	1	1.35%	Reduced
574	GACM Green Arrow Capital Management New York	$1.33M	+$415K	1	0.15%	Increased
575	WA WealthTrust Axiom Wayne, Pennsylvania	$1.32M	-$107K	1	0.49%	Reduced