← 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	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.14M	-$165K	1	1.09%	Reduced
602	CCT Capital City Trust Tallahassee, Florida	$1.13M	-$19.3K	1	0.47%	Reduced
603	NIMC NWQ Investment Management Company Los Angeles, California	$1.13M	-$1.11M	1	0.01%	Reduced
604	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$1.12M	+$418K	3	0.18%	Increased
605	O'Shaughnessy Asset Management Stamford, Connecticut	$1.11M	-$13.5K	1	0.02%	Reduced
606	Capital Fund Management (CFM) Paris, France	$1.1M	-$1.29M	1	0.01%	Reduced
607	BHTS Bar Harbor Trust Services Ellsworth, Maine	$1.09M	+$986K	1	0.46%	New
608	FA FMA Advisory Harrisburg, Pennsylvania	$1.09M	-$14.7K	1	0.4%	Reduced
609	AL Airain Ltd St. Peter Port, Guernsey	$1.08M	+$409K	2	0.09%	Increased
610	Verition Fund Management Greenwich, Connecticut	$1.08M	-$629K	2	0.12%	Reduced
611	GHA GW Henssler & Associates Kennesaw, Georgia	$1.07M	-$144K	1	0.13%	Reduced
612	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.06M	$0	1	0.14%	Maintained
613	Amalgamated Bank New York	$1.06M	+$118K	2	0.16%	Increased
614	JIR James Investment Research Alpha, Ohio	$1.06M	-$1.5M	1	0.03%	Reduced
615	SIC SFE Investment Counsel Los Angeles, California	$1.06M	-$12.1K	1	0.43%	Reduced
616	MAI Capital Management Independence, Ohio	$1.05M	-$80.1K	1	0.1%	Reduced
617	SI SII Investments Appleton, Wisconsin	$1.05M	+$114K	2	0.15%	Increased
618	Conning Inc Hartford, Connecticut	$1.04M	-$49K	1	0.06%	Reduced
619	IT Investors Trust Dallas, Texas	$1.03M	$0	1	0.8%	Maintained
620	CB Chemical Bank Detroit, Michigan	$1.02M	+$52K	1	0.17%	Increased
621	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.02M	+$102K	1	0.11%	Increased
622	WIC Wood Investment Counsel Denver, Colorado	$1.01M	+$969K	1	0.15%	New
623	FIM Freedom Investment Management Hartford, Connecticut	$1M	+$183K	2	0.17%	Increased
624	SAM Silverback Asset Management Chapel Hill, North Carolina	$997K	-$445K	1	0.1%	Reduced
625	FHC First Heartland Consultants Lake St. Louis, Missouri	$991K	$0	1	0.45%	Maintained