← 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	Hills Bank & Trust North Liberty, Iowa	$1.23M	+$287K	1	0.46%	Increased
577	PCTC Perkins Coie Trust Company Seattle, Washington	$1.23M	-$112K	1	0.84%	Reduced
578	GHA GW Henssler & Associates Kennesaw, Georgia	$1.23M	+$181K	1	0.14%	Increased
579	Veritable Wilmington, Delaware	$1.23M	+$225K	1	0.03%	Increased
580	TCOT Trust Company of Toledo Holland, Ohio	$1.23M	-$33.2K	1	0.37%	Reduced
581	GVT Genesee Valley Trust Pittsford, New York	$1.23M	+$148K	2	0.83%	Increased
582	MAM Meeder Asset Management Dublin, Ohio	$1.22M	+$819K	2	0.11%	Increased
583	Bahl & Gaynor Cincinnati, Ohio	$1.21M	+$16.1K	1	0.02%	Increased
584	Profund Advisors Bethesda, Maryland	$1.2M	+$127K	3	0.06%	Increased
585	Calamos Wealth Management Naperville, Illinois	$1.2M	+$5.03K	1	0.23%	Increased
586	Shelton Capital Management Denver, Colorado	$1.19M	+$228K	2	0.11%	Increased
587	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.16M	+$813K	2	0.36%	Increased
588	SM Sciencast Management Princeton, New Jersey	$1.16M	+$260K	1	0.92%	Increased
589	RIL Rothschild Investment LLC Chicago, Illinois	$1.16M	+$221	1	0.15%	Increased
590	Quadrature Capital London, United Kingdom	$1.15M	+$388K	1	0.16%	Increased
591	LCM Landscape Capital Management Englewood, New Jersey	$1.15M	+$1.01M	1	0.14%	New
592	GA Geneva Advisors Chicago, Illinois	$1.13M	+$10.2K	1	0.02%	Increased
593	MM Midas Management New York	$1.13M	+$994K	1	0.58%	New
594	NPC National Planning Corporation El Segundo, California	$1.12M	-$64.8K	1	0.1%	Reduced
595	TAM Tiverton Asset Management Wilimington, Delaware	$1.12M	+$1.05M	1	0.04%	New
596	NA Navellier & Associates Reno, Nevada	$1.11M	+$253K	2	0.14%	Increased
597	CPO Cerity Partners OCIO New York	$1.1M	+$148K	1	0.11%	Increased
598	Fort Washington Investment Advisors Cincinnati, Ohio	$1.09M	+$279K	1	0.02%	Increased
599	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.08M	+$35.2K	1	0.93%	Increased
600	FCCM First City Capital Management Savannah, Georgia	$1.08M	+$954K	1	0.74%	New