← 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
576	AMIM Aull & Monroe Investment Management Mobile, Alabama	$776K	+$744K	1	0.52%	New
577	Jefferies Group New York	$774K	+$734K	3	0.01%	New
578	BCA Benchmark Capital Advisors New York	$763K	+$731K	1	0.59%	New
579	CBU CIBC Bank USA Chicago, Illinois	$759K	+$729K	1	0.04%	New
580	AFG American Financial Group Cincinnati, Ohio	$757K	+$725K	1	0.07%	New
581	SIM Sentry Investment Management Stevens Point, Wisconsin	$757K	+$725K	1	0.04%	New
582	TCOTO Trust Company of the Ozarks Springfield, Missouri	$750K	+$719K	1	0.25%	New
583	EIM Essex Investment Management Boston, Massachusetts	$746K	+$668K	1	0.13%	New
584	Shinko Asset Management Company Tokyo, Japan	$742K	+$710K	2	0.01%	New
585	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$740K	+$709K	1	0.92%	New
586	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$737K	+$663K	1	0.09%	New
587	HSA Holt-Smith Advisors Madison, Wisconsin	$733K	+$703K	1	1.03%	New
588	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$732K	+$702K	1	0.47%	New
589	Ronald Blue & Co Roswell, Georgia	$730K	+$699K	1	0.06%	New
590	AF Arrow Financial Glens Falls, New York	$728K	+$698K	1	0.23%	New
591	SGI SAC Global Investors London, United Kingdom	$724K	+$693K	1	0.3%	New
592	EMG Ellington Management Group Old Greenwich, Connecticut	$723K	+$714K	3	0.14%	New
593	Janus Henderson Group London,	$718K	+$663K	1	0.01%	New
594	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$717K	+$687K	1	0.4%	New
595	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$714K	+$683K	1	1.22%	New
596	Algert Global San Francisco, California	$710K	+$729K	1	0.22%	New
597	AIM Aster Investment Management Larkspur, California	$707K	+$677K	1	0.03%	New
598	Conning Inc Hartford, Connecticut	$699K	+$670K	1	0.06%	New
599	Park National Corp Newark, Ohio	$692K	+$663K	1	0.06%	New
600	NAM NorthCoast Asset Management Greenwich, Connecticut	$681K	+$699K	1	0.05%	New