← 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	SIC SFE Investment Counsel Los Angeles, California	$967K	-$24K	1	0.47%	Reduced
577	CCT Capital City Trust Tallahassee, Florida	$952K	-$26.2K	1	0.42%	Reduced
578	AF Arrow Financial Glens Falls, New York	$948K	+$183K	1	0.29%	Increased
579	FA FMA Advisory Harrisburg, Pennsylvania	$945K	+$26K	1	0.38%	Increased
580	Quantbot Technologies New York	$945K	+$929K	2	0.59%	New
581	DTL Dynamic Technology Lab Singapore	$938K	+$966K	3	0.75%	New
582	MIU Man Investments (UK) London, United Kingdom	$907K	+$609K	1	0.12%	Increased
583	CB Chemical Bank Detroit, Michigan	$904K	-$155K	1	0.18%	Reduced
584	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$898K	-$13.4K	1	0.62%	Reduced
585	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$890K	-$14.5K	1	0.23%	Reduced
586	PP Paloma Partners Greenwich, Connecticut	$885K	-$1.63M	2	0.03%	Reduced
587	BP Banyan Partners Palm Beach Gardens, Florida	$884K	+$862K	1	0.08%	New
588	ZF Zhang Financial Portage, Michigan	$880K	$0	1	0.71%	Maintained
589	Ronald Blue & Co Roswell, Georgia	$873K	+$107K	1	0.07%	Increased
590	SG Swarthmore Group Philadelphia, Pennsylvania	$862K	-$28.6M	1	0.11%	Reduced
591	Clifford Swan Investment Counsel Pasadena, California	$854K	-$26.9K	1	0.07%	Reduced
592	SI SII Investments Appleton, Wisconsin	$844K	+$8.06K	1	0.2%	Increased
593	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$842K	-$48.4K	1	0.17%	Reduced
594	NB NBT Bank Norwich, New York	$841K	-$3.36K	1	0.13%	Reduced
595	SC Saiers Capital New York	$840K	-$725K	1	0.12%	Reduced
596	GIM Guardian Investment Management Tiburon, California	$838K	$0	1	1.14%	Maintained
597	Janus Henderson Group London,	$837K	$0	1	0.01%	Maintained
598	PAM PartnerRe Asset Management Greenwich, Connecticut	$831K	-$106K	1	0.14%	Reduced
599	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$821K	-$98.8K	1	0.01%	Reduced
600	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$820K	+$71.5K	1	1.51%	Increased