← 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	PVWM Point View Wealth Management Summit, New Jersey	$1.34M	+$366K	2	0.87%	Increased
552	Cambridge Investment Research Advisors Fairfield, Iowa	$1.33M	-$461K	2	0.03%	Reduced
553	Sequoia Financial Advisors Akron, Ohio	$1.33M	+$1.1K	1	0.43%	Increased
554	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.32M	+$209K	1	1.04%	Increased
555	SMC Smith, Moore & Co Clayton, Missouri	$1.31M	-$852K	1	0.57%	Reduced
556	Amalgamated Bank New York	$1.31M	+$265K	2	0.13%	Increased
557	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.3M	-$33.1K	1	0.82%	Reduced
558	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.3M	+$190K	1	0.16%	Increased
559	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.3M	-$11.5K	1	0.18%	Reduced
560	GCP GSA Capital Partners London, United Kingdom	$1.3M	-$2.16M	2	0.08%	Reduced
561	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.3M	-$191K	1	0.15%	Reduced
562	GIM Groesbeck Investment Management Paramus, New Jersey	$1.29M	-$129K	1	0.93%	Reduced
563	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.28M	$0	1	0.05%	Maintained
564	F.L. Putnam Investment Management Lynnfield, Massachusetts	$1.27M	-$625K	1	0.15%	Reduced
565	GS GAM Systematic Cambridge, United Kingdom	$1.27M	-$601K	1	0.34%	Reduced
566	ICOA Investment Centers of America Bismarck, North Dakota	$1.27M	-$288K	1	0.14%	Reduced
567	RegentAtlantic Capital Morristown, New Jersey	$1.27M	-$218K	2	0.14%	Reduced
568	CC ClearArc Capital Cincinnati, Ohio	$1.27M	-$3.37K	1	0.27%	Reduced
569	Schonfeld Strategic Advisors New York	$1.27M	+$1.12M	1	0.52%	New
570	CCM Compton Capital Management Providence, Rhode Island	$1.26M	-$6.91K	1	0.71%	Reduced
571	Barings Charlotte, North Carolina	$1.25M	+$784K	1	0.03%	Increased
572	CBB Citizens Business Bank Ontario, California	$1.25M	$0	1	0.23%	Maintained
573	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$1.25M	-$225K	1	0.02%	Reduced
574	EMG Ellington Management Group Old Greenwich, Connecticut	$1.24M	+$8.86K	1	0.53%	Increased
575	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.24M	+$44.9K	2	1.34%	Increased