← 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	MM Midas Management New York	$1.07M	$0	1	0.61%	Maintained
602	Raymond James Trust St. Petersburg, Florida	$1.07M	+$88.3K	2	0.09%	Increased
603	CPO Cerity Partners OCIO New York	$1.07M	+$46.1K	1	0.11%	Increased
604	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.06M	+$27.6K	1	0.9%	Increased
605	DCM Dynamic Capital Management St. Helier, Jersey	$1.06M	+$1.11M	1	0.12%	New
606	SIM Spark Investment Management New York	$1.05M	+$994K	1	0.1%	New
607	GA Geneva Advisors Chicago, Illinois	$1.05M	-$28.4K	1	0.02%	Reduced
608	Veritable Wilmington, Delaware	$1.05M	-$128K	1	0.03%	Reduced
609	Fort Washington Investment Advisors Cincinnati, Ohio	$1.05M	+$4.91K	1	0.02%	Increased
610	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.03M	-$359K	2	0.01%	Reduced
611	FCCM First City Capital Management Savannah, Georgia	$1.03M	$0	1	0.78%	Maintained
612	Private Advisor Group Morristown, New Jersey	$1.03M	+$416K	1	0.04%	Increased
613	PAM Paradigm Asset Management New York	$1.03M	+$47.8K	2	0.18%	Increased
614	RCM Riverhead Capital Management Wilmington, Delaware	$1.03M	-$3.59M	3	0.03%	Reduced
615	Scotia Capital Toronto, Ontario, Canada	$1.02M	+$89.4K	1	0.02%	Increased
616	Ancora Advisors Cleveland, Ohio	$1.01M	+$29.7K	1	0.12%	Increased
617	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.01M	-$256K	1	0.79%	Reduced
618	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$998K	$0	1	0.13%	Maintained
619	WA WealthTrust Axiom Wayne, Pennsylvania	$997K	-$52.8K	1	0.38%	Reduced
620	OIA Optimum Investment Advisors Chicago, Illinois	$986K	-$24.6K	1	0.38%	Reduced
621	BBI Baxter Bros Inc Riverside, Connecticut	$977K	+$1M	1	0.34%	New
622	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$976K	$0	1	0.1%	Maintained
623	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$968K	$0	1	0.13%	Maintained
624	Sequoia Financial Advisors Akron, Ohio	$966K	-$309K	1	0.27%	Reduced
625	Tower Research Capital (TRC) New York	$961K	+$948K	5	0.09%	Increased