← 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	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.28M	-$23.5K	1	1.27%	Reduced
577	CAM Carret Asset Management New York	$1.27M	+$112K	2	0.25%	Increased
578	OIA Optimum Investment Advisors Chicago, Illinois	$1.26M	-$80.3K	1	0.47%	Reduced
579	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.25M	$0	1	0.17%	Maintained
580	WA Winfield Associates Cleveland, Ohio	$1.25M	+$15.8K	1	1.03%	Increased
581	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.24M	+$104K	1	0.97%	Increased
582	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.23M	-$30.7K	1	0.22%	Reduced
583	United Capital Financial Advisors Irving, Texas	$1.23M	+$1.2M	1	0.03%	New
584	CK Carnick & Kubik Colorado Springs, Colorado	$1.23M	+$1.2M	1	1.17%	New
585	Cornerstone Investment Partners Atlanta, Georgia	$1.21M	-$45.3K	1	0.01%	Reduced
586	FMB Field & Main Bank Henderson, Kentucky	$1.21M	-$7.37K	1	1.17%	Reduced
587	EI EAM Investors Solana Beach, California	$1.2M	+$1.28M	1	0.22%	New
588	GHA GW Henssler & Associates Kennesaw, Georgia	$1.19M	+$52.8K	1	0.14%	Increased
589	AAP Ardsley Advisory Partners Stamford, Connecticut	$1.19M	+$1.16M	2	0.18%	New
590	GAMCO Investors Greenwich, Connecticut	$1.19M	-$1.09M	1	0.01%	Reduced
591	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.18M	+$1.16M	1	0.21%	New
592	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.18M	-$209K	1	0.14%	Reduced
593	BAC Boys Arnold & Co Asheville, North Carolina	$1.17M	+$897K	1	0.21%	Increased
594	State of Alaska Department of Revenue Juneau, Alaska	$1.13M	-$125K	1	0.24%	Reduced
595	NCM Newland Capital Management New York	$1.13M	+$156K	1	0.55%	Increased
596	WA WealthTrust Axiom Wayne, Pennsylvania	$1.13M	-$17.2K	1	0.41%	Reduced
597	CCT Capital City Trust Tallahassee, Florida	$1.12M	+$16.6K	1	0.49%	Increased
598	Axiom Investors Greenwich, Connecticut	$1.11M	+$108K	1	0.03%	Increased
599	MAI Capital Management Independence, Ohio	$1.1M	-$109K	1	0.11%	Reduced
600	WPC Waters Parkerson & Co New Orleans, Louisiana	$1.08M	-$308K	1	0.13%	Reduced