← 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	PWS Peloton Wealth Strategists Indianapolis, Indiana	$947K	-$86.6K	1	0.82%	Reduced
577	Commerce Bank Kansas City, Missouri	$941K	+$941	2	0.02%	Increased
578	Profund Advisors Bethesda, Maryland	$938K	+$197K	2	0.04%	Increased
579	Geneva Advisors Chicago, Illinois	$932K	+$591K	1	0.02%	Increased
580	OIA Optimum Investment Advisors Chicago, Illinois	$926K	-$43.3K	1	0.36%	Reduced
581	Smith, Moore & Co Clayton, Missouri	$912K	+$949K	1	0.45%	New
582	PAM Paradigm Asset Management New York	$911K	+$848K	1	0.16%	Increased
583	Ronald Blue & Co Roswell, Georgia	$905K	+$30.3K	1	0.05%	Increased
584	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$903K	-$81.8K	1	0.74%	Reduced
585	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$902K	+$92.8K	1	0.14%	Increased
586	LMAM Legg Mason Asset Management Tokyo, Japan	$896K	-$49.4K	1	0.93%	Reduced
587	Campbell Newman Asset Management Milwaukee, Wisconsin	$895K	+$3.41K	1	0.19%	Increased
588	Ancora Advisors Cleveland, Ohio	$883K	-$17.6K	1	0.11%	Reduced
589	Amalgamated Bank New York	$879K	-$258K	2	0.11%	Reduced
590	Daiwa Securities Group Tokyo, Japan	$879K	-$27.1K	2	0.01%	Reduced
591	KCM Investment Advisors Greenbrae, California	$877K	-$22.5K	1	0.07%	Reduced
592	SA Strategic Advisors New York	$873K	-$33.1K	1	0.57%	Reduced
593	Amica Pension Fund Board of Trustees Providence, Rhode Island	$870K	$0	1	0.11%	Maintained
594	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$869K	-$117K	1	0.75%	Reduced
595	GW Henssler & Associates Kennesaw, Georgia	$853K	-$115K	1	0.1%	Reduced
596	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$850K	$0	1	0.08%	Maintained
597	Convergence Investment Partners Palm Beach Gardens, Florida	$848K	+$882K	1	0.1%	New
598	CCT Capital City Trust Tallahassee, Florida	$843K	+$6.82K	1	0.35%	Increased
599	MAM Mizuho Asset Management Tokyo, Japan	$838K	+$25.3K	2	0.17%	Increased
600	Pitcairn Conshohocken, Pennsylvania	$825K	+$621K	1	0.09%	Increased