← 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	Simplicity Solutions Minneapolis, Minnesota	$1.56M	+$398K	2	0.24%	Increased
602	ARTA A.R.T. Advisors New York	$1.55M	-$2.81M	3	0.07%	Reduced
603	IFP Advisors Tampa, Florida	$1.54M	-$36.7K	5	0.07%	Reduced
604	LAM Lingohr Asset Management Duesseldorf, Germany	$1.54M	-$197K	1	0.84%	Reduced
605	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.53M	+$19.2K	1	0.15%	Increased
606	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.52M	$0	1	0.03%	Maintained
607	SSA South Street Advisors New York	$1.48M	$0	1	0.2%	Maintained
608	PP Palladium Partners Norfolk, Virginia	$1.46M	-$73.3K	1	0.12%	Reduced
609	Cambridge Investment Research Advisors Fairfield, Iowa	$1.45M	-$17.7K	2	0.02%	Reduced
610	MAP Moody Aldrich Partners Marblehead, Massachusetts	$1.45M	-$2.64M	2	2.48%	Reduced
611	PCTC Perkins Coie Trust Company Seattle, Washington	$1.45M	-$3.2K	1	0.85%	Reduced
612	WCA Westover Capital Advisors Wilmington, Delaware	$1.44M	-$26.4K	1	0.96%	Reduced
613	ICOA Investment Centers of America Bismarck, North Dakota	$1.44M	+$62K	1	0.11%	Increased
614	HIS Horizon Investment Services Hammond, Indiana	$1.43M	+$1.02M	1	0.64%	Increased
615	CCM Compton Capital Management Providence, Rhode Island	$1.42M	-$10.7K	1	0.7%	Reduced
616	Veritable Wilmington, Delaware	$1.41M	-$55.4K	1	0.03%	Reduced
617	Ingalls & Snyder LLC New York	$1.41M	-$136K	2	0.08%	Reduced
618	PP Patten & Patten Chattanooga, Tennessee	$1.4M	-$74K	1	0.16%	Reduced
619	MC Menta Capital San Francisco, California	$1.38M	-$107K	1	0.14%	Reduced
620	CCT Capital City Trust Tallahassee, Florida	$1.35M	-$3.2K	1	0.53%	Reduced
621	Fred Alger Management New York	$1.34M	-$2.89M	2	0.01%	Reduced
622	CI Cigna Investments Bloomfield, Connecticut	$1.34M	+$104K	1	0.09%	Increased
623	CBB Citizens Business Bank Ontario, California	$1.34M	-$149K	1	0.22%	Reduced
624	MM Midas Management New York	$1.33M	$0	1	0.7%	Maintained
625	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$1.33M	+$158K	1	0.06%	Increased