← 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	RCM Riverhead Capital Management Wilmington, Delaware	$1.28M	-$280K	3	0.08%	Reduced
602	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$1.28M	+$929K	1	0.06%	Increased
603	CCM Compton Capital Management Providence, Rhode Island	$1.27M	-$32K	1	0.7%	Reduced
604	Cambridge Investment Research Advisors Fairfield, Iowa	$1.26M	-$94.8K	2	0.02%	Reduced
605	AIM Assured Investment Management New York	$1.24M	-$211K	2	0.03%	Reduced
606	CCM Cupps Capital Management Chicago, Illinois	$1.23M	-$744K	1	0.53%	Reduced
607	RU RobecoSam USA New York	$1.22M	-$224K	3	1.45%	Reduced
608	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.21M	+$41.7K	1	0.97%	Increased
609	Veritable Wilmington, Delaware	$1.2M	+$45.7K	1	0.03%	Increased
610	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.2M	-$44.4K	1	1.26%	Reduced
611	CCT Capital City Trust Tallahassee, Florida	$1.19M	-$27.8K	1	0.48%	Reduced
612	MM Midas Management New York	$1.18M	$0	1	0.73%	Maintained
613	OIM Opus Investment Management Worcester, Massachusetts	$1.18M	-$821K	1	0.2%	Reduced
614	SAM Shell Asset Management The Hague, Netherlands	$1.17M	+$1.05M	1	0.02%	New
615	CTA Chesley Taft & Associates Chicago, Illinois	$1.16M	+$6.38K	1	0.12%	Increased
616	Scotia Capital Toronto, Ontario, Canada	$1.15M	+$29K	1	0.02%	Increased
617	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$1.14M	+$121K	1	0.5%	Increased
618	Ancora Advisors Cleveland, Ohio	$1.14M	+$22.6K	1	0.12%	Increased
619	FCCM First City Capital Management Savannah, Georgia	$1.13M	$0	1	0.87%	Maintained
620	OIA Optimum Investment Advisors Chicago, Illinois	$1.13M	+$39.4K	1	0.42%	Increased
621	BBI Baxter Bros Inc Riverside, Connecticut	$1.12M	+$42K	1	0.38%	Increased
622	WA WealthTrust Axiom Wayne, Pennsylvania	$1.12M	-$32.2K	1	0.42%	Reduced
623	Calamos Wealth Management Naperville, Illinois	$1.1M	-$84.8K	1	0.19%	Reduced
624	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.1M	+$13K	2	0.39%	Increased
625	KIA KCM Investment Advisors Greenbrae, California	$1.1M	+$137K	1	0.08%	Increased