← 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	Ronald Blue & Co Roswell, Georgia	$986K	+$2.38K	1	0.06%	Increased
627	Stephens Inc Little Rock, Arkansas	$985K	-$893K	1	0.05%	Reduced
628	Wedbush Securities Los Angeles, California	$971K	+$697K	1	0.15%	Increased
629	Clifford Swan Investment Counsel Pasadena, California	$962K	$0	1	0.06%	Maintained
630	Algert Global San Francisco, California	$959K	-$1.12M	1	0.62%	Reduced
631	NB NBT Bank Norwich, New York	$955K	+$10K	1	0.14%	Increased
632	DA Dillon & Associates Jackson, Michigan	$938K	+$5.57K	1	0.48%	Increased
633	LIA LS Investment Advisors Bloomfield Hills, Michigan	$919K	-$103K	2	0.08%	Reduced
634	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$914K	-$17.8K	1	0.2%	Reduced
635	LCM Logan Capital Management Newtown Square, Pennsylvania	$914K	$0	1	0.06%	Maintained
636	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$911K	$0	1	1.03%	Maintained
637	RU RobecoSam USA New York	$906K	+$429K	2	0.99%	Increased
638	Saba Capital Management New York	$899K	-$4.01M	1	0.05%	Reduced
639	AFG American Financial Group Cincinnati, Ohio	$888K	$0	1	0.07%	Maintained
640	AMIM Aull & Monroe Investment Management Mobile, Alabama	$886K	+$5.94K	1	0.47%	Increased
641	Virginia Retirement Systems Richmond, Virginia	$884K	+$4.54K	2	0.02%	Increased
642	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$877K	$0	1	0.4%	Maintained
643	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$872K	-$11.1K	1	0.52%	Reduced
644	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$866K	+$932K	1	0.62%	New
645	Diversified Trust Memphis, Tennessee	$860K	+$788K	1	0.07%	New
646	ZF Zhang Financial Portage, Michigan	$858K	+$50.2K	1	0.58%	Increased
647	Cetera Advisor Networks El Segundo, California	$857K	+$58.3K	1	0.06%	Increased
648	GMCM Gruber & McBaine Capital Management San Francisco, California	$847K	+$775K	1	0.23%	New
649	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$841K	$0	1	0.41%	Maintained
650	Sculptor Capital New York	$840K	-$1.72M	1	0%	Reduced