← 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	FMB Field & Main Bank Henderson, Kentucky	$1.15M	-$42.9K	1	1.07%	Reduced
602	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.15M	+$4.09K	1	0.18%	Increased
603	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.14M	$0	1	0.14%	Maintained
604	Nordea Investment Management Stockholm, Sweden	$1.12M	+$250K	1	0%	Increased
605	Cornerstone Investment Partners Atlanta, Georgia	$1.09M	$0	1	0.01%	Maintained
606	NRS Neville Rodie & Shaw New York	$1.09M	-$115K	1	0.11%	Reduced
607	OIA Optimum Investment Advisors Chicago, Illinois	$1.08M	+$836K	1	0.35%	Increased
608	GHA GW Henssler & Associates Kennesaw, Georgia	$1.06M	+$128K	1	0.12%	Increased
609	FineMark National Bank & Trust Fort Myers, Florida	$1.05M	-$325K	1	0.15%	Reduced
610	FA FMA Advisory Harrisburg, Pennsylvania	$1.04M	+$59.6K	1	0.36%	Increased
611	GAMCO Investors Greenwich, Connecticut	$1.04M	-$31.1K	1	0.01%	Reduced
612	Envestnet Asset Management Chicago, Illinois	$1.01M	-$30.7K	3	0.01%	Reduced
613	CCT Capital City Trust Tallahassee, Florida	$1M	$0	1	0.41%	Maintained
614	RDM Retirement Design & Management Westport, Connecticut	$1M	+$973K	1	0.76%	New
615	FHC First Heartland Consultants Lake St. Louis, Missouri	$1M	$0	1	0.41%	Maintained
616	OI Oakbrook Investments Lisle, Illinois	$999K	+$969K	1	0.05%	New
617	Private Advisor Group Morristown, New Jersey	$977K	+$116K	1	0.06%	Increased
618	PG Patten Group Chattanooga, Tennessee	$967K	+$939K	1	0.47%	New
619	MAI Capital Management Independence, Ohio	$965K	-$56.4K	1	0.07%	Reduced
620	BBI Baxter Bros Inc Riverside, Connecticut	$964K	+$384K	1	0.35%	Increased
621	BAC Boys Arnold & Co Asheville, North Carolina	$961K	-$23.7K	1	0.19%	Reduced
622	Hillsdale Investment Management Toronto, Ontario, Canada	$956K	-$105K	2	0.25%	Reduced
623	MAM Majedie Asset Management London, United Kingdom	$956K	+$38.4K	1	0.19%	Increased
624	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$955K	+$1.12M	1	0.73%	New
625	Stratos Wealth Partners Beachwood, Ohio	$951K	+$257K	1	0.17%	Increased