← 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
601	1GA 1st Global Advisors Dallas, Texas	$679K	+$673K	2	0.15%	New
602	FM Foster & Motley Cincinnati, Ohio	$678K	+$649K	1	0.19%	New
603	DP Dearborn Partners Chicago, Illinois	$670K	+$641K	1	0.1%	New
604	DA Dillon & Associates Jackson, Michigan	$665K	+$635K	1	0.43%	New
605	First Allied Advisory Services San Diego, California	$665K	+$624K	3	0.05%	New
606	United Capital Financial Advisors Irving, Texas	$663K	+$635K	1	0.02%	New
607	1919 Investment Counsel Baltimore, Maryland	$661K	+$633K	1	0.02%	New
608	EVC Eidelman Virant Capital Saint Louis, Missouri	$658K	+$630K	1	0.39%	New
609	FineMark National Bank & Trust Fort Myers, Florida	$657K	+$627K	2	0.2%	New
610	M&T Bank Buffalo, New York	$653K	+$626K	2	0.03%	New
611	Old National Bancorp Evansville, Indiana	$647K	+$620K	1	0.07%	New
612	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$610K	+$585K	1	0.05%	New
613	GVT Genesee Valley Trust Pittsford, New York	$609K	+$575K	2	0.48%	New
614	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$609K	+$583K	1	0.13%	New
615	Cetera Advisor Networks El Segundo, California	$603K	+$576K	1	0.06%	New
616	TT Tower Trust Fort Wayne, Indiana	$593K	+$568K	1	0.43%	New
617	ZCM Zebra Capital Management Stamford, Connecticut	$584K	+$543K	1	0.48%	New
618	GCIA Gabelli & Co Investment Advisers Rye, New York	$579K	+$555K	1	0.15%	New
619	RVGI RRE Ventures GP III New York	$575K	+$535K	1	3.35%	New
620	Busey Bank Urbana, Illinois	$573K	+$549K	1	0.1%	New
621	Janney Montgomery Scott Philadelphia, Pennsylvania	$566K	+$542K	1	0.06%	New
622	BCM Bourgeon Capital Management Darien, Connecticut	$553K	+$530K	1	0.39%	New
623	FA FDx Advisors Chicago, Illinois	$551K	+$528K	1	0.07%	New
624	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$550K	+$525K	3	0.03%	New
625	TCB Texas Capital Bancshares Dallas, Texas	$550K	+$511K	1	0.55%	New