← 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	MAI Capital Management Independence, Ohio	$954K	+$105K	1	0.09%	Increased
602	State of Alaska Department of Revenue Juneau, Alaska	$954K	$0	1	0.22%	Maintained
603	CCT Capital City Trust Tallahassee, Florida	$937K	+$8.87K	1	0.39%	Increased
604	CS Comerica Securities Detroit, Michigan	$937K	+$690K	1	0.31%	Increased
605	EFS Essex Financial Services Essex, Connecticut	$934K	+$474K	1	0.28%	Increased
606	MSU Maple Securities USA Jersey City, New Jersey	$928K	+$1.04M	1	0.1%	New
607	NIMC NWQ Investment Management Company Los Angeles, California	$928K	+$709	1	0.01%	Increased
608	Envestnet Asset Management Chicago, Illinois	$924K	+$312K	3	0.01%	Increased
609	FHC First Heartland Consultants Lake St. Louis, Missouri	$924K	$0	1	0.41%	Maintained
610	BAC Boys Arnold & Co Asheville, North Carolina	$919K	-$131K	1	0.18%	Reduced
611	FA FMA Advisory Harrisburg, Pennsylvania	$913K	+$18.9K	1	0.34%	Increased
612	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$908K	+$215K	1	0.54%	Increased
613	CWM Concert Wealth Management San Jose, California	$900K	+$854K	1	0.12%	Increased
614	SI SII Investments Appleton, Wisconsin	$888K	+$16.7K	2	0.12%	Increased
615	GMCM Gruber & McBaine Capital Management San Francisco, California	$881K	$0	1	0.25%	Maintained
616	Amalgamated Bank New York	$880K	+$5.6K	2	0.13%	Increased
617	Conning Inc Hartford, Connecticut	$878K	+$26.2K	1	0.05%	Increased
618	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$875K	$0	1	0.11%	Maintained
619	Ronald Blue & Co Roswell, Georgia	$869K	+$66.5K	1	0.06%	Increased
620	GHA GW Henssler & Associates Kennesaw, Georgia	$862K	-$21.1K	1	0.1%	Reduced
621	SIC SFE Investment Counsel Los Angeles, California	$861K	-$6.74K	1	0.37%	Reduced
622	WIC Wood Investment Counsel Denver, Colorado	$855K	+$30.8K	1	0.13%	Increased
623	MAM Majedie Asset Management London, United Kingdom	$854K	+$530K	1	0.14%	Increased
624	Wedbush Securities Los Angeles, California	$851K	+$60.1K	1	0.13%	Increased
625	PP Paloma Partners Greenwich, Connecticut	$849K	+$745K	1	0.04%	Increased