← 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	Amalgamated Bank New York	$815K	-$18.9K	1	0.26%	Reduced
602	LCM Logan Capital Management Newtown Square, Pennsylvania	$815K	+$660K	1	0.06%	Increased
603	AMIM Aull & Monroe Investment Management Mobile, Alabama	$812K	$0	1	0.53%	Maintained
604	GC Globeflex Capital San Diego, California	$806K	+$602K	1	0.1%	Increased
605	AFG American Financial Group Cincinnati, Ohio	$792K	$0	1	0.07%	Maintained
606	WSA Willow Street Advisors Naples, Florida	$788K	-$40.3K	1	0.49%	Reduced
607	TCOTO Trust Company of the Ozarks Springfield, Missouri	$785K	$0	1	0.25%	Maintained
608	Raymond James Trust St. Petersburg, Florida	$779K	-$33K	1	0.12%	Reduced
609	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$774K	$0	1	0.96%	Maintained
610	MUFG Americas New York	$773K	-$916K	1	0.03%	Reduced
611	Shinko Asset Management Company Tokyo, Japan	$771K	-$8.74K	2	0.01%	Reduced
612	DA Dillon & Associates Jackson, Michigan	$769K	+$50.6K	1	0.43%	Increased
613	SCM Seamans Capital Management Boston, Massachusetts	$768K	+$750K	1	0.92%	New
614	First Allied Advisory Services San Diego, California	$765K	+$58.9K	3	0.04%	Increased
615	QS Investors New York	$761K	-$1.02M	1	0.03%	Reduced
616	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$759K	-$7.05K	1	0.48%	Reduced
617	Conning Inc Hartford, Connecticut	$751K	+$18.8K	1	0.06%	Increased
618	SCM Stux Capital Management New York	$750K	-$235K	1	0.1%	Reduced
619	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$750K	$0	1	0.41%	Maintained
620	ArrowMark Colorado Holdings Denver, Colorado	$739K	+$721K	1	0.02%	New
621	P Pitcairn Conshohocken, Pennsylvania	$731K	+$385K	2	0.09%	Increased
622	WFM Wilmington Funds Management Wilmington, Delaware	$725K	-$128K	1	0.07%	Reduced
623	Park National Corp Newark, Ohio	$723K	-$1.28K	1	0.06%	Reduced
624	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$721K	+$703K	1	0.58%	New
625	Ameritas Investment Partners Lincoln, Nebraska	$711K	+$692K	2	0.07%	New