← 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	GF Gerry Farber New York	$688K	-$672K	1	0.74%	Reduced
627	R.M. Davis Inc Portland, Maine	$688K	-$193K	1	0.05%	Reduced
628	RVGI RRE Ventures GP III New York	$675K	$0	1	1.43%	Maintained
629	NAM North American Management Boston, Massachusetts	$674K	+$105K	1	0.13%	Increased
630	M&T Bank Buffalo, New York	$669K	-$16.1K	2	0.03%	Reduced
631	Atalanta Sosnoff Capital New York	$665K	+$413K	1	0.02%	Increased
632	DP Dearborn Partners Chicago, Illinois	$665K	-$34K	1	0.09%	Reduced
633	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$665K	+$25.5K	1	0.05%	Increased
634	EIM Essex Investment Management Boston, Massachusetts	$661K	-$87K	1	0.1%	Reduced
635	Envestnet Asset Management Chicago, Illinois	$642K	-$501K	3	0.01%	Reduced
636	Bridgewater Associates Westport, Connecticut	$640K	+$615K	1	0.01%	New
637	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$637K	$0	1	0.13%	Maintained
638	TFA Toth Financial Advisory Leesburg, Virginia	$631K	+$384K	1	0.3%	Increased
639	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$630K	+$191K	1	0.29%	Increased
640	FM Foster & Motley Cincinnati, Ohio	$625K	-$81.9K	1	0.17%	Reduced
641	TT Tower Trust Fort Wayne, Indiana	$620K	$0	1	0.42%	Maintained
642	EFS Essex Financial Services Essex, Connecticut	$614K	+$116K	1	0.19%	Increased
643	DCM Dynamic Capital Management St. Helier, Jersey	$606K	+$591K	1	0.14%	New
644	GCIA Gabelli & Co Investment Advisers Rye, New York	$606K	$0	1	0.13%	Maintained
645	Old National Bancorp Evansville, Indiana	$604K	-$70.9K	1	0.06%	Reduced
646	State of Alaska Department of Revenue Juneau, Alaska	$603K	-$514K	1	0.14%	Reduced
647	Busey Bank Urbana, Illinois	$600K	$0	1	0.1%	Maintained
648	FTI Fiduciary Trust International Lincoln, Massachusetts	$590K	+$575K	1	0.2%	New
649	FIM Freedom Investment Management Hartford, Connecticut	$590K	+$663K	1	0.17%	New
650	AL Airain Ltd St. Peter Port, Guernsey	$589K	+$377K	2	0.11%	Increased