← 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	Donaldson Capital Management Evansville, Indiana	$710K	-$2.18M	1	0.11%	Reduced
627	Shelton Capital Management Denver, Colorado	$705K	-$235K	1	0.08%	Reduced
628	DA Dillon & Associates Jackson, Michigan	$702K	+$36.6K	1	0.35%	Increased
629	CB Chemical Bank Detroit, Michigan	$699K	-$5.91K	1	0.1%	Reduced
630	Park National Corp Newark, Ohio	$694K	-$18.4K	1	0.05%	Reduced
631	Vident Investment Advisory Alpharetta, Georgia	$694K	-$1.03M	2	0.1%	Reduced
632	DBT Dubuque Bank & Trust Dubuque, Iowa	$690K	+$220K	1	0.15%	Increased
633	MassMutual Private Wealth & Trust Windsor, Connecticut	$689K	-$141K	1	0.15%	Reduced
634	NRS Neville Rodie & Shaw New York	$688K	-$59K	1	0.08%	Reduced
635	AHL Partners London, United Kingdom	$681K	-$438K	2	0.11%	Reduced
636	Cullen Capital Management New York	$677K	+$130K	1	0.02%	Increased
637	Profund Advisors Bethesda, Maryland	$665K	-$371K	3	0.04%	Reduced
638	Sigma Planning Corp Ann Arbor, Michigan	$655K	-$6.5K	1	0.1%	Reduced
639	ODCM Old Dominion Capital Management Charlottesville, Virginia	$653K	+$5.37K	1	0.92%	Increased
640	FHC First Houston Capital Houston, Texas	$652K	-$207K	1	0.62%	Reduced
641	Raymond James Trust St. Petersburg, Florida	$649K	-$1.19M	1	0.07%	Reduced
642	Smithfield Trust Pittsburgh, Pennsylvania	$645K	+$20.4K	1	0.14%	Increased
643	WIA Westbourne Investment Advisors Annapolis, Maryland	$644K	-$106K	1	0.65%	Reduced
644	Epoch Investment Partners New York	$632K	+$60.8K	1	0%	Increased
645	PAM Princeton Alpha Management Princeton Junction, New Jersey	$625K	-$795K	1	0.13%	Reduced
646	CTA Colonial Trust Advisors Spartanburg, South Carolina	$618K	-$17.7K	1	0.21%	Reduced
647	Janus Henderson Group London,	$612K	$0	1	0.01%	Maintained
648	IFS Ifrah Financial Services Little Rock, Arkansas	$607K	-$1.74K	1	0.24%	Reduced
649	Conning Inc Hartford, Connecticut	$605K	-$137K	1	0.03%	Reduced
650	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$605K	$0	1	0.82%	Maintained