← 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	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.23M	-$1.22M	2	0.17%	Reduced
577	WCA Westover Capital Advisors Wilmington, Delaware	$1.23M	+$758K	1	1.01%	Increased
578	Cambridge Investment Research Advisors Fairfield, Iowa	$1.22M	-$48.7K	2	0.03%	Reduced
579	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.22M	$0	1	0.04%	Maintained
580	CEP Chicago Equity Partners Chicago, Illinois	$1.22M	-$518K	1	0.04%	Reduced
581	LAM Lingohr Asset Management Duesseldorf, Germany	$1.22M	+$1.28M	1	1.23%	New
582	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.21M	-$23.6K	1	0.13%	Reduced
583	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.21M	-$128K	1	0.3%	Reduced
584	TCOT Trust Company of Toledo Holland, Ohio	$1.21M	+$35.6K	1	0.35%	Increased
585	CBB Citizens Business Bank Ontario, California	$1.2M	+$2.33K	1	0.22%	Increased
586	CCM Compton Capital Management Providence, Rhode Island	$1.19M	-$22.1K	1	0.66%	Reduced
587	Sit Investment Associates Minneapolis, Minnesota	$1.18M	+$265K	1	0.03%	Increased
588	Hills Bank & Trust North Liberty, Iowa	$1.18M	-$1.53K	1	0.43%	Reduced
589	AEGON Asset Management (UK) Edinburgh, United Kingdom	$1.17M	+$1.12M	1	0.03%	New
590	PCTC Perkins Coie Trust Company Seattle, Washington	$1.17M	-$8.78K	1	0.77%	Reduced
591	Ronald Blue & Co Roswell, Georgia	$1.15M	+$151K	2	0.05%	Increased
592	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.13M	-$58K	2	1.22%	Reduced
593	GVT Genesee Valley Trust Pittsford, New York	$1.12M	-$75.5K	2	0.73%	Reduced
594	CCT Capital City Trust Tallahassee, Florida	$1.11M	+$102K	1	0.45%	Increased
595	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.1M	-$140K	1	0.15%	Reduced
596	ARTA A.R.T. Advisors New York	$1.1M	-$6.88M	3	0.05%	Reduced
597	DC Deere & Company Moline, Illinois	$1.08M	-$2.03M	1	0.06%	Reduced
598	PCM Prelude Capital Management New York	$1.08M	-$562K	3	0.15%	Reduced
599	Calamos Wealth Management Naperville, Illinois	$1.08M	-$64.9K	1	0.19%	Reduced
600	Bragg Financial Advisors Charlotte, North Carolina	$1.07M	+$798K	1	0.19%	Increased