← 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
626	O'Shaughnessy Asset Management Stamford, Connecticut	$549K	+$551K	3	0.01%	New
627	TU TDAM USA Toronto, Ontario, Canada	$545K	+$522K	1	0.02%	New
628	NAM North American Management Boston, Massachusetts	$541K	+$519K	1	0.11%	New
629	IIC Ironwood Investment Counsel Scottsdale, Arizona	$538K	+$516K	1	0.35%	New
630	Heritage Investors Management Corp Bethesda, Maryland	$535K	+$512K	1	0.05%	New
631	PTC Private Trust Company Cleveland, Ohio	$535K	+$512K	2	0.25%	New
632	FBC Fairfield, Bush & Co Darien, Connecticut	$517K	+$495K	1	0.26%	New
633	SouthState Corp Winter Haven, Florida	$514K	+$493K	1	0.11%	New
634	CT Cambridge Trust Cambridge, Massachusetts	$512K	+$491K	1	0.05%	New
635	Choate Investment Advisors Boston, Massachusetts	$511K	+$489K	1	0.04%	New
636	AAM Azzad Asset Management Falls Church, Virginia	$505K	+$462K	1	0.43%	New
637	South Texas Money Management San Antonio, Texas	$504K	+$483K	1	0.04%	New
638	CAM ClariVest Asset Management San Diego, California	$503K	+$517K	1	0.02%	New
639	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$501K	+$477K	1	0.14%	New
640	MWR McAdams Wright Ragen Seattle, Washington	$498K	+$474K	2	0.04%	New
641	CI Constellation Investments Montgomery, Ohio	$496K	+$475K	1	0.17%	New
642	GCP GSA Capital Partners London, United Kingdom	$490K	+$478K	2	0.06%	New
643	FNB First Niagara Bank Lockport, New York	$488K	+$468K	1	0.1%	New
644	LIA LS Investment Advisors Bloomfield Hills, Michigan	$482K	+$462K	1	0.06%	New
645	Evercore Wealth Management New York	$478K	+$457K	1	0.03%	New
646	Stock Yards Bank & Trust Louisville, Kentucky	$478K	+$458K	1	0.05%	New
647	FIM Fruth Investment Management Houston, Texas	$477K	+$458K	1	0.27%	New
648	HIC Harvey Investment Company Louisville, Kentucky	$477K	+$457K	1	0.14%	New
649	EFS Essex Financial Services Essex, Connecticut	$473K	+$453K	1	0.17%	New
650	BCM Birmingham Capital Management Birmingham, Alabama	$468K	+$436K	1	0.19%	New