← 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	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$838K	-$51.7K	1	0.08%	Reduced
602	LCM Logan Capital Management Newtown Square, Pennsylvania	$831K	$0	2	0.07%	Maintained
603	MAI Capital Management Independence, Ohio	$831K	-$38K	1	0.06%	Reduced
604	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$827K	+$205K	1	0.36%	Increased
605	CCT Capital City Trust Tallahassee, Florida	$825K	+$9.45K	1	0.35%	Increased
606	RWA River Wealth Advisors Camp Hill, Pennsylvania	$822K	+$52.5K	1	0.56%	Increased
607	EFS Essex Financial Services Essex, Connecticut	$821K	-$61.7K	1	0.21%	Reduced
608	CBN Cadence Bank NA Houston, Texas	$820K	+$725K	1	0.47%	Increased
609	Scotia Capital Toronto, Ontario, Canada	$818K	-$1.35M	1	0.02%	Reduced
610	BA BKS Advisors Southfield, Michigan	$811K	-$2.07M	1	0.45%	Reduced
611	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$801K	+$22.6K	1	0.14%	Increased
612	Private Advisor Group Morristown, New Jersey	$801K	-$338K	1	0.04%	Reduced
613	First Horizon Advisors Memphis, Tennessee	$799K	+$180K	1	0.12%	Increased
614	MAM Mizuho Asset Management Tokyo, Japan	$799K	+$8.21K	2	0.18%	Increased
615	SIC SFE Investment Counsel Los Angeles, California	$795K	+$10K	1	0.38%	Increased
616	Banque Pictet & Cie Geneva 73, Switzerland	$790K	-$298K	1	0.02%	Reduced
617	State of Alaska Department of Revenue Juneau, Alaska	$786K	+$575K	1	0.17%	Increased
618	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$764K	+$118K	1	0%	Increased
619	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$761K	+$13.3K	2	0.37%	Increased
620	Veritable Wilmington, Delaware	$761K	-$5.79K	1	0.02%	Reduced
621	Balyasny Asset Management Chicago, Illinois	$759K	-$9.13M	1	0.01%	Reduced
622	DVM Dreman Value Management West Palm Beach, Florida	$752K	+$157K	2	0.08%	Increased
623	PG Patten Group Chattanooga, Tennessee	$734K	-$2.54K	1	0.38%	Reduced
624	AMIM Aull & Monroe Investment Management Mobile, Alabama	$724K	+$217K	1	0.47%	Increased
625	Tokio Marine Asset Management Tokyo, Japan	$712K	-$109K	1	0.07%	Reduced