← 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	FMB Field & Main Bank Henderson, Kentucky	$1.11M	+$105K	1	1.04%	Increased
577	Sarasin & Partners London, United Kingdom	$1.1M	-$759K	1	0.02%	Reduced
578	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.1M	+$15.5K	1	0.99%	Increased
579	BHTS Bar Harbor Trust Services Ellsworth, Maine	$1.1M	+$83.8K	1	0.49%	Increased
580	Profund Advisors Bethesda, Maryland	$1.09M	-$162K	2	0.05%	Reduced
581	BCA Benchmark Capital Advisors New York	$1.08M	-$88.6K	1	0.75%	Reduced
582	Smithfield Trust Pittsburgh, Pennsylvania	$1.07M	+$97.2K	1	0.22%	Increased
583	AR Advisory Research Chicago, Illinois	$1.07M	-$116K	1	0.01%	Reduced
584	GL GLG LLC New York	$1.07M	-$3.57M	1	0.03%	Reduced
585	QS Investors New York	$1.07M	-$63.8K	1	0.03%	Reduced
586	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$1.06M	-$137K	1	0.21%	Reduced
587	P Pitcairn Conshohocken, Pennsylvania	$1.06M	-$16.6K	2	0.12%	Reduced
588	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.06M	$0	1	0.14%	Maintained
589	BT Beacon Trust Morristown, New Jersey	$1.03M	-$1.04M	1	0.17%	Reduced
590	Stephens Inc Little Rock, Arkansas	$1.03M	+$245K	1	0.05%	Increased
591	Cornerstone Investment Partners Atlanta, Georgia	$1.02M	$0	1	0.01%	Maintained
592	SCM Schneider Capital Management Berwyn, Pennsylvania	$1.01M	+$993K	1	0.12%	New
593	VAM Visium Asset Management New York	$1M	-$790K	2	0.01%	Reduced
594	GAMCO Investors Greenwich, Connecticut	$998K	-$39.1K	1	0.01%	Reduced
595	FIM Freedom Investment Management Hartford, Connecticut	$996K	+$22.7K	2	0.18%	Increased
596	Saba Capital Management New York	$980K	+$10.3K	1	0.06%	Increased
597	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$973K	-$61.8K	1	0.4%	Reduced
598	BCM BBT Capital Management Fort Worth, Texas	$969K	+$1.08M	1	0.05%	New
599	Hillsdale Investment Management Toronto, Ontario, Canada	$958K	+$640K	2	0.3%	Increased
600	MC Menta Capital San Francisco, California	$956K	+$954K	1	0.16%	New