← 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	First Citizens Bank & Trust Raleigh, North Carolina	$1.06M	+$2.66K	1	0.08%	Increased
552	Jacobs Levy Equity Management Florham Park, New Jersey	$1.06M	+$1.04M	1	0.02%	New
553	CCM Compton Capital Management Providence, Rhode Island	$1.06M	+$35.4K	1	0.38%	Increased
554	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.05M	$0	1	0.04%	Maintained
555	First Allied Advisory Services San Diego, California	$1.04M	-$61.9K	3	0.06%	Reduced
556	DCM Dynamic Capital Management St. Helier, Jersey	$1.04M	-$89.2K	1	0.29%	Reduced
557	NPC National Planning Corporation El Segundo, California	$1.04M	+$59.2K	1	0.1%	Increased
558	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.04M	+$73.2K	1	0.1%	Increased
559	EverPoint Asset Management Stamford, Connecticut	$1.03M	+$1.18M	1	0.03%	New
560	Old National Bancorp Evansville, Indiana	$1.02M	-$39K	1	0.06%	Reduced
561	TCOT Trust Company of Toledo Holland, Ohio	$1.02M	+$1.12M	2	0.32%	Increased
562	RIM Regent Investment Management Louisville, Kentucky	$1.02M	-$221K	2	0.56%	Reduced
563	TWI Thomas White International Chicago, Illinois	$1.02M	-$41.3K	1	0.15%	Reduced
564	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.02M	-$35.4K	1	0.89%	Reduced
565	Tudor Investment Corp Stamford, Connecticut	$983K	-$420K	3	0.03%	Reduced
566	CBB Citizens Business Bank Ontario, California	$982K	+$396K	1	0.18%	Increased
567	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$974K	-$65K	1	0.69%	Reduced
568	CC ClearArc Capital Cincinnati, Ohio	$973K	-$834K	1	0.2%	Reduced
569	Mackenzie Financial Toronto Ontario, Ontario, Canada	$971K	+$416K	1	0.01%	Increased
570	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$970K	+$31.9K	1	1.14%	Increased
571	RIL Rothschild Investment LLC Chicago, Illinois	$970K	-$31K	1	0.13%	Reduced
572	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$968K	+$10.6K	1	0.89%	Increased
573	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$967K	-$374K	1	0.76%	Reduced
574	CEP Chicago Equity Partners Chicago, Illinois	$966K	+$948K	1	0.03%	New
575	Verition Fund Management Greenwich, Connecticut	$955K	+$165K	1	0.25%	Increased