← 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	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.43M	+$1.37M	1	2.34%	New
552	First Allied Advisory Services San Diego, California	$1.43M	-$71.4K	2	0.08%	Reduced
553	Bahl & Gaynor Cincinnati, Ohio	$1.4M	+$94K	1	0.02%	Increased
554	Daiwa Securities Group Tokyo, Japan	$1.39M	-$67.6K	2	0.01%	Reduced
555	SAM Selway Asset Management	$1.38M	-$103K	1	0.89%	Reduced
556	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$1.37M	+$181K	1	0.01%	Increased
557	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.36M	+$37.1K	2	0.11%	Increased
558	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.36M	-$25.8K	1	0.1%	Reduced
559	CBN Cadence Bank NA Houston, Texas	$1.33M	+$1.05M	1	0.66%	Increased
560	PVWM Point View Wealth Management Summit, New Jersey	$1.32M	+$30.8K	2	0.8%	Increased
561	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.32M	+$79.5K	1	0.17%	Increased
562	Old National Bancorp Evansville, Indiana	$1.31M	-$5.63K	2	0.07%	Reduced
563	AIM Assured Investment Management New York	$1.31M	+$1.36M	2	0.03%	New
564	MSI Financial Services Springfield, Massachusetts	$1.31M	-$499K	4	0.05%	Reduced
565	RU RobecoSam USA New York	$1.31M	+$740K	3	1.63%	Increased
566	GHA GW Henssler & Associates Kennesaw, Georgia	$1.29M	+$121K	1	0.15%	Increased
567	PP Palladium Partners Norfolk, Virginia	$1.29M	-$58.5K	1	0.12%	Reduced
568	CC ClearArc Capital Cincinnati, Ohio	$1.28M	+$74.4K	1	0.25%	Increased
569	PCMI Princeton Capital Management Inc Princeton, New Jersey	$1.27M	+$1.22M	1	0.88%	New
570	Ingalls & Snyder LLC New York	$1.26M	-$35.4K	2	0.07%	Reduced
571	LCP Legacy Capital Partners Milwaukee, Wisconsin	$1.25M	+$664K	1	0.78%	Increased
572	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.24M	$0	1	0.77%	Maintained
573	FHC First Houston Capital Houston, Texas	$1.24M	+$375K	1	1.15%	Increased
574	RegentAtlantic Capital Morristown, New Jersey	$1.24M	+$22.4K	2	0.12%	Increased
575	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.23M	-$20.9K	2	0.36%	Reduced