← 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	GHA GW Henssler & Associates Kennesaw, Georgia	$1.16M	+$91.4K	1	0.13%	Increased
602	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.16M	$0	1	0.1%	Maintained
603	EFS Essex Financial Services Essex, Connecticut	$1.15M	-$35K	1	0.3%	Reduced
604	MAI Capital Management Independence, Ohio	$1.14M	+$3.53K	1	0.07%	Increased
605	BBI Baxter Bros Inc Riverside, Connecticut	$1.14M	+$115K	1	0.42%	Increased
606	Daiwa Securities Group Tokyo, Japan	$1.13M	-$41.7K	2	0.01%	Reduced
607	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.13M	-$30.1K	1	0.01%	Reduced
608	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.13M	$0	1	0.15%	Maintained
609	Cornerstone Investment Partners Atlanta, Georgia	$1.11M	-$1.98K	1	0.03%	Reduced
610	First Citizens Bank & Trust Raleigh, North Carolina	$1.11M	+$1.09M	1	0.08%	New
611	FHC First Houston Capital Houston, Texas	$1.1M	$0	1	0.98%	Maintained
612	BCA Benchmark Capital Advisors New York	$1.1M	-$60K	1	0.77%	Reduced
613	ARTA A.R.T. Advisors New York	$1.09M	-$5.87M	1	0.04%	Reduced
614	Engineers Gate Manager New York	$1.09M	+$105K	2	0.11%	Increased
615	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$1.09M	+$1.05M	1	0.01%	Increased
616	GAMCO Investors Greenwich, Connecticut	$1.08M	+$12K	1	0.01%	Increased
617	CCT Capital City Trust Tallahassee, Florida	$1.07M	+$46.2K	1	0.44%	Increased
618	AFG Albion Financial Group Salt Lake City, Utah	$1.06M	+$110K	1	0.18%	Increased
619	Tokio Marine Asset Management Tokyo, Japan	$1.06M	-$174K	1	0.1%	Reduced
620	NPC National Planning Corporation El Segundo, California	$1.04M	+$280K	1	0.09%	Increased
621	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.04M	+$268K	2	0.08%	Increased
622	SIC SFE Investment Counsel Los Angeles, California	$1.03M	-$78K	1	0.42%	Reduced
623	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.03M	-$1.48K	1	0.17%	Reduced
624	MAM Mizuho Asset Management Tokyo, Japan	$1.03M	+$804K	2	0.24%	Increased
625	MassMutual Private Wealth & Trust Windsor, Connecticut	$1.02M	+$915K	1	0.23%	Increased