← 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	Raymond James Trust St. Petersburg, Florida	$1.1M	+$460K	1	0.1%	Increased
552	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.09M	-$212K	1	0.15%	Reduced
553	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.09M	+$35.2K	1	0.09%	Increased
554	Capital Fund Management (CFM) Paris, France	$1.08M	-$6.8M	1	0.01%	Reduced
555	Virtu KCG Holdings New York	$1.08M	-$567K	3	0.02%	Reduced
556	GCG Giovine Capital Group Santa Monica, California	$1.07M	-$380K	1	1.56%	Reduced
557	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.07M	$0	1	0.04%	Maintained
558	NPC National Planning Corporation El Segundo, California	$1.06M	+$56.7K	1	0.09%	Increased
559	CCM Compton Capital Management Providence, Rhode Island	$1.06M	-$16.2K	1	0.6%	Reduced
560	CC ClearArc Capital Cincinnati, Ohio	$1.06M	+$72.7K	1	0.22%	Increased
561	TCOT Trust Company of Toledo Holland, Ohio	$1.05M	+$24.7K	1	0.32%	Increased
562	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$1.05M	+$533K	1	2.81%	Increased
563	CBB Citizens Business Bank Ontario, California	$1.04M	+$46K	1	0.2%	Increased
564	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.03M	+$179K	2	0.08%	Increased
565	Freestone Capital Holdings Seattle, Washington	$1.03M	-$666K	1	0.11%	Reduced
566	BB&T Securities Richmond, Virginia	$1.03M	+$107K	1	0.02%	Increased
567	EMG Ellington Management Group Old Greenwich, Connecticut	$1.01M	+$431K	2	0.35%	Increased
568	FHC First Heartland Consultants Lake St. Louis, Missouri	$1M	$0	1	0.38%	Maintained
569	Calamos Wealth Management Naperville, Illinois	$992K	-$730K	1	0.2%	Reduced
570	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$991K	+$7.74K	1	1.07%	Increased
571	HMS Hanseatic Management Services Albuquerque, New Mexico	$990K	+$965K	1	0.34%	New
572	BBI Baxter Bros Inc Riverside, Connecticut	$966K	+$94.6K	1	0.36%	Increased
573	RIL Rothschild Investment LLC Chicago, Illinois	$961K	-$24.4K	1	0.12%	Reduced
574	GVT Genesee Valley Trust Pittsford, New York	$958K	-$7.57K	2	0.63%	Reduced
575	CFN Cordasco Financial Network Naples, Florida	$947K	+$985K	1	0.84%	New