← 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	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$908K	-$22.1K	1	0.2%	Reduced
627	LCM Logan Capital Management Newtown Square, Pennsylvania	$889K	$0	1	0.06%	Maintained
628	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$887K	+$40.8K	1	1.05%	Increased
629	Raymond James Trust St. Petersburg, Florida	$880K	+$11.6K	1	0.11%	Increased
630	LPC Loeb Partners Corp New York	$870K	-$469K	1	0.29%	Reduced
631	AFG American Financial Group Cincinnati, Ohio	$864K	$0	1	0.08%	Maintained
632	PAM PartnerRe Asset Management Greenwich, Connecticut	$863K	+$4.79K	1	0.14%	Increased
633	PCM Prelude Capital Management New York	$861K	+$821K	2	0.12%	Increased
634	Group One Trading Chicago, Illinois	$860K	-$147K	4	0.01%	Reduced
635	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$860K	$0	1	0.54%	Maintained
636	Fort Washington Investment Advisors Cincinnati, Ohio	$859K	+$843K	1	0.02%	New
637	AMIM Aull & Monroe Investment Management Mobile, Alabama	$856K	-$14.7K	1	0.49%	Reduced
638	EMG Ellington Management Group Old Greenwich, Connecticut	$855K	+$704K	2	0.25%	Increased
639	Virginia Retirement Systems Richmond, Virginia	$837K	+$371K	2	0.02%	Increased
640	NAM North American Management Boston, Massachusetts	$832K	+$111K	1	0.14%	Increased
641	FHC First Heartland Consultants Lake St. Louis, Missouri	$827K	$0	1	0.41%	Maintained
642	SI SII Investments Appleton, Wisconsin	$824K	-$2.65K	1	0.15%	Reduced
643	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$819K	$0	1	0.4%	Maintained
644	AGF Investments Inc Toronto, Ontario, Canada	$811K	$0	1	0.01%	Maintained
645	ArrowMark Colorado Holdings Denver, Colorado	$807K	$0	1	0.03%	Maintained
646	Shinko Asset Management Company Tokyo, Japan	$797K	+$34.1K	2	0.01%	Increased
647	PAM Paradigm Asset Management New York	$787K	-$56.9K	3	0.11%	Reduced
648	TT Tower Trust Fort Wayne, Indiana	$786K	$0	1	0.5%	Maintained
649	ZF Zhang Financial Portage, Michigan	$784K	$0	1	0.56%	Maintained
650	TCOTO Trust Company of the Ozarks Springfield, Missouri	$782K	-$36.8K	1	0.22%	Reduced