← 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	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.32M	+$211K	4	0.1%	Increased
577	RIL Rothschild Investment LLC Chicago, Illinois	$1.31M	-$10.6K	1	0.15%	Reduced
578	VAM Visium Asset Management New York	$1.31M	+$1.15M	2	0.02%	Increased
579	Amalgamated Bank New York	$1.3M	+$58.9K	3	0.13%	Increased
580	Ronald Blue & Co Roswell, Georgia	$1.3M	-$29K	1	0.06%	Reduced
581	DCM Dynamic Capital Management St. Helier, Jersey	$1.29M	+$1.39M	1	0.33%	New
582	AHL Partners London, United Kingdom	$1.29M	-$2.07M	2	0.05%	Reduced
583	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.28M	+$98.8K	1	0.12%	Increased
584	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$1.27M	+$222K	1	0.04%	Increased
585	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.27M	-$15.7K	1	0.25%	Reduced
586	Churchill Management Los Angeles, California	$1.27M	+$1.33M	1	0.05%	New
587	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.26M	+$6.42K	1	1.22%	Increased
588	ICOA Investment Centers of America Bismarck, North Dakota	$1.26M	-$74.5K	1	0.19%	Reduced
589	MAM Majedie Asset Management London, United Kingdom	$1.26M	+$815K	1	0.22%	Increased
590	Martingale Asset Management Boston, Massachusetts	$1.24M	-$1.27K	1	0.03%	Reduced
591	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.24M	+$12.4K	1	1.35%	Increased
592	WSA Wall Street Associates Lajolla, California	$1.24M	-$312K	1	0.12%	Reduced
593	SA Strategic Advisors New York	$1.24M	-$341K	1	0.79%	Reduced
594	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.23M	-$103K	1	2.57%	Reduced
595	ETrade Capital Management Arlington, Virginia	$1.22M	-$413K	2	0.07%	Reduced
596	AIM Allen Investment Management New York	$1.21M	+$671K	1	0.12%	Increased
597	Ancora Advisors Cleveland, Ohio	$1.2M	+$1.26M	1	0.14%	New
598	Profund Advisors Bethesda, Maryland	$1.18M	-$717K	3	0.05%	Reduced
599	FMB Field & Main Bank Henderson, Kentucky	$1.17M	+$12.4K	1	1.12%	Increased
600	Hillsdale Investment Management Toronto, Ontario, Canada	$1.17M	+$79.4K	2	0.35%	Increased