← 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	Curi RMB Capital Chicago, Illinois	$1.08M	-$589K	1	0.07%	Reduced
602	FA FMA Advisory Harrisburg, Pennsylvania	$1.08M	+$17.1K	1	0.42%	Increased
603	Conning Inc Hartford, Connecticut	$1.06M	+$57.5K	1	0.06%	Increased
604	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.05M	+$172K	1	0.04%	Increased
605	Scotia Capital Toronto, Ontario, Canada	$1.05M	+$723K	1	0.02%	Increased
606	P Pitcairn Conshohocken, Pennsylvania	$1.05M	+$117K	2	0.12%	Increased
607	SIC SFE Investment Counsel Los Angeles, California	$1.04M	-$9.36K	1	0.45%	Reduced
608	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.04M	+$1.02M	1	0.15%	New
609	BMM Buffington Mohr McNeal Boise, Idaho	$1.04M	+$773K	1	0.62%	Increased
610	FIM Freedom Investment Management Hartford, Connecticut	$1.02M	+$131K	1	0.22%	Increased
611	Spot Trading Chicago, Illinois	$1.02M	+$806K	4	0.01%	Increased
612	IIM Ivory Investment Management New York	$1.02M	-$382K	1	0.04%	Reduced
613	IT Investors Trust Dallas, Texas	$1M	$0	1	0.84%	Maintained
614	GCP GSA Capital Partners London, United Kingdom	$983K	-$1.26M	3	0.07%	Reduced
615	LIA LS Investment Advisors Bloomfield Hills, Michigan	$968K	+$433K	2	0.08%	Increased
616	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$960K	+$122K	1	0.38%	Increased
617	Ronald Blue & Co Roswell, Georgia	$958K	-$11.8K	1	0.07%	Reduced
618	CB Chemical Bank Detroit, Michigan	$941K	-$8.47K	1	0.17%	Reduced
619	O'Shaughnessy Asset Management Stamford, Connecticut	$938K	-$332K	1	0.02%	Reduced
620	Clifford Swan Investment Counsel Pasadena, California	$936K	+$4.5K	1	0.07%	Increased
621	PEAK6 Group Chicago, Illinois	$935K	+$626K	2	0.01%	Increased
622	NB NBT Bank Norwich, New York	$919K	+$6.93K	1	0.13%	Increased
623	Amalgamated Bank New York	$913K	-$7.6K	2	0.16%	Reduced
624	KSCM Kamunting Street Capital Management Miami Beach, Florida	$913K	+$738K	1	0.84%	New
625	DA Dillon & Associates Jackson, Michigan	$909K	+$55.3K	1	0.49%	Increased