← 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	GHA GW Henssler & Associates Kennesaw, Georgia	$1.47M	+$49.7K	1	0.17%	Increased
577	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$1.45M	-$1.29M	1	0.02%	Reduced
578	Raymond James Trust St. Petersburg, Florida	$1.45M	+$251K	2	0.12%	Increased
579	LAM Lingohr Asset Management Duesseldorf, Germany	$1.45M	+$38.7K	1	1.31%	Increased
580	PCMI Princeton Capital Management Inc Princeton, New Jersey	$1.45M	-$50.9K	1	0.95%	Reduced
581	TCOT Trust Company of Toledo Holland, Ohio	$1.42M	+$90.6K	1	0.41%	Increased
582	PP Palladium Partners Norfolk, Virginia	$1.4M	-$21.7K	1	0.12%	Reduced
583	Sit Investment Associates Minneapolis, Minnesota	$1.39M	$0	1	0.04%	Maintained
584	WCA Westover Capital Advisors Wilmington, Delaware	$1.39M	-$58.4K	1	1.03%	Reduced
585	Ingalls & Snyder LLC New York	$1.38M	-$25.6K	2	0.08%	Reduced
586	SCA Snowden Capital Advisors New York	$1.38M	+$814K	2	0.37%	Increased
587	First National Trust Hermitage, Pennsylvania	$1.36M	+$671K	1	0.21%	Increased
588	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.36M	-$305K	1	1.64%	Reduced
589	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.36M	-$106K	2	0.38%	Reduced
590	MWVC Morgens Waterfall Vintiadis & Co New York	$1.35M	$0	1	1.18%	Maintained
591	Old National Bancorp Evansville, Indiana	$1.35M	-$115K	2	0.08%	Reduced
592	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.35M	-$20.4K	1	0.83%	Reduced
593	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.35M	$0	1	0.03%	Maintained
594	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.34M	+$3.23K	1	0.15%	Increased
595	Tudor Investment Corp Stamford, Connecticut	$1.33M	-$6.83M	2	0.03%	Reduced
596	CBB Citizens Business Bank Ontario, California	$1.31M	-$2.46K	1	0.24%	Reduced
597	Cookson Peirce & Co Pittsburgh, Pennsylvania	$1.31M	+$1.2M	1	0.18%	New
598	PCTC Perkins Coie Trust Company Seattle, Washington	$1.3M	+$19.9K	1	0.83%	Increased
599	CPO Cerity Partners OCIO New York	$1.3M	+$94.3K	1	0.12%	Increased
600	GVT Genesee Valley Trust Pittsford, New York	$1.3M	+$29.5K	2	0.8%	Increased