← 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	OIA Optimum Investment Advisors Chicago, Illinois	$954K	+$1.1M	1	0.39%	New
577	GHA GW Henssler & Associates Kennesaw, Georgia	$950K	+$75K	1	0.11%	Increased
578	WSA Wall Street Associates Lajolla, California	$947K	-$295K	1	0.18%	Reduced
579	FHC First Heartland Consultants Lake St. Louis, Missouri	$944K	$0	1	0.39%	Maintained
580	LA Lucus Advisors New York	$937K	+$21.7K	2	0.52%	Increased
581	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$930K	+$177K	1	0.11%	Increased
582	Commerce Bank Kansas City, Missouri	$919K	-$143K	2	0.02%	Reduced
583	Catalyst Capital Advisors Huntington, New York	$918K	+$387K	2	0.12%	Increased
584	GVT Genesee Valley Trust Pittsford, New York	$918K	+$401K	2	0.61%	Increased
585	RC Roundview Capital Princeton, New Jersey	$916K	+$1.05M	1	0.39%	New
586	BB&T Securities Richmond, Virginia	$911K	-$779K	1	0.02%	Reduced
587	CA Callahan Advisors Houston, Texas	$902K	-$1.87M	1	0.28%	Reduced
588	SA Strategic Advisors New York	$892K	-$54.5K	1	0.62%	Reduced
589	LMAM Legg Mason Asset Management Tokyo, Japan	$889K	-$45.3K	1	0.9%	Reduced
590	Ancora Advisors Cleveland, Ohio	$887K	-$29.5K	1	0.11%	Reduced
591	KIA KCM Investment Advisors Greenbrae, California	$886K	-$172K	1	0.07%	Reduced
592	Daiwa Securities Group Tokyo, Japan	$885K	$0	2	0.01%	Maintained
593	Bahl & Gaynor Cincinnati, Ohio	$882K	+$392K	1	0.01%	Increased
594	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$879K	-$98.4K	1	0.2%	Reduced
595	PRC Platte River Capital Denver, Colorado	$872K	-$914K	1	0.8%	Reduced
596	AFG Albion Financial Group Salt Lake City, Utah	$864K	+$66.4K	1	0.16%	Increased
597	Ronald Blue & Co Roswell, Georgia	$862K	-$141K	1	0.05%	Reduced
598	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$857K	$0	1	0.12%	Maintained
599	Luther King Capital Management (LKCM) Fort Worth, Texas	$854K	-$6.61K	1	0.01%	Reduced
600	Cornerstone Investment Partners Atlanta, Georgia	$842K	-$4.55K	1	0.02%	Reduced