← 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	MC Menta Capital San Francisco, California	$1.44M	-$557K	1	0.12%	Reduced
602	Algert Global San Francisco, California	$1.41M	-$1.34M	1	0.4%	Reduced
603	IFP Advisors Tampa, Florida	$1.41M	+$364K	5	0.07%	Increased
604	PP Palladium Partners Norfolk, Virginia	$1.39M	-$31.8K	1	0.12%	Reduced
605	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.39M	+$711K	2	0.02%	Increased
606	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.38M	-$47.8K	2	0.39%	Reduced
607	Ingalls & Snyder LLC New York	$1.38M	-$47.3K	2	0.08%	Reduced
608	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.38M	$0	1	0.03%	Maintained
609	Barings Charlotte, North Carolina	$1.37M	-$321K	1	0.03%	Reduced
610	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.37M	$0	1	0.15%	Maintained
611	CTA Chesley Taft & Associates Chicago, Illinois	$1.35M	+$12.8K	1	0.13%	Increased
612	CBB Citizens Business Bank Ontario, California	$1.35M	+$7.48K	1	0.24%	Increased
613	SAM Shell Asset Management The Hague, Netherlands	$1.34M	-$11K	1	0.03%	Reduced
614	SSA South Street Advisors New York	$1.34M	-$381K	1	0.47%	Reduced
615	PP Patten & Patten Chattanooga, Tennessee	$1.33M	-$276K	1	0.16%	Reduced
616	Veritable Wilmington, Delaware	$1.33M	+$94.9K	1	0.03%	Increased
617	Cambridge Investment Research Advisors Fairfield, Iowa	$1.32M	+$32.6K	2	0.02%	Increased
618	PCTC Perkins Coie Trust Company Seattle, Washington	$1.31M	-$17.1K	1	0.8%	Reduced
619	Schonfeld Strategic Advisors New York	$1.31M	+$1.29M	1	0.17%	New
620	WCA Westover Capital Advisors Wilmington, Delaware	$1.31M	-$102K	1	0.94%	Reduced
621	CCM Compton Capital Management Providence, Rhode Island	$1.29M	-$3.28K	1	0.68%	Reduced
622	CC ClearArc Capital Cincinnati, Ohio	$1.29M	-$243K	1	0.23%	Reduced
623	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.29M	-$88.3K	1	1.41%	Reduced
624	VIA Virtus Investment Advisers Hartford, Connecticut	$1.27M	+$854K	1	0.1%	Increased
625	Old National Bancorp Evansville, Indiana	$1.26M	-$135K	2	0.07%	Reduced