← 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	Oppenheimer & Co New York	$2.05M	-$118K	2	0.06%	Reduced
577	GHA GW Henssler & Associates Kennesaw, Georgia	$2.04M	+$55.2K	1	0.21%	Increased
578	PFT Providence First Trust Scottsdale, Arizona	$2.04M	+$2M	1	2%	New
579	Brinker Capital Berwyn, Pennsylvania	$2.03M	+$1.27M	2	0.09%	Increased
580	SAM Selway Asset Management	$2.01M	+$7.62K	1	1.15%	Increased
581	SCA Sippican Capital Advisors Boston, Massachusetts	$2M	-$76	1	2.17%	Reduced
582	PVWM Point View Wealth Management Summit, New Jersey	$2M	-$3.18K	2	0.98%	Reduced
583	HHC Hutchin Hill Capital New York	$1.99M	-$1.52M	2	0.07%	Reduced
584	MUFG Americas New York	$1.98M	-$13.2K	2	0.06%	Reduced
585	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1.98M	-$507K	1	1.24%	Reduced
586	CIM CenturyLink Investment Management Denver, Colorado	$1.97M	-$199K	1	0.67%	Reduced
587	Raymond James Trust St. Petersburg, Florida	$1.96M	+$30.5K	2	0.15%	Increased
588	FHAM Folger Hill Asset Management New York	$1.95M	+$2.21M	1	0.18%	New
589	Virtu KCG Holdings New York	$1.94M	-$545K	3	0.05%	Reduced
590	MAP Moody Aldrich Partners Marblehead, Massachusetts	$1.92M	+$488K	2	2.4%	Increased
591	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$1.92M	-$4.57K	1	1.14%	Reduced
592	CPO Cerity Partners OCIO New York	$1.9M	+$93.6K	1	0.14%	Increased
593	Rafferty Asset Management New York	$1.88M	+$647K	1	0.05%	Increased
594	Old National Bancorp Evansville, Indiana	$1.87M	+$42.8K	2	0.1%	Increased
595	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.87M	+$108K	1	0.22%	Increased
596	CBN Cadence Bank NA Houston, Texas	$1.85M	-$18.4K	1	0.85%	Reduced
597	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.85M	$0	2	0.14%	Maintained
598	PHS Pekin Hardy Strauss Chicago, Illinois	$1.85M	-$105K	1	0.29%	Reduced
599	TAM Tiverton Asset Management Wilimington, Delaware	$1.8M	-$580K	1	0.1%	Reduced
600	MCM Mork Capital Management Healdsburg, California	$1.8M	$0	2	1.55%	Maintained