← 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	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.1M	$0	1	0.14%	Maintained
627	CIM Corbyn Investment Management Lutherville, Maryland	$1.09M	-$585K	1	0.35%	Reduced
628	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.07M	$0	1	0.1%	Maintained
629	FHC First Heartland Consultants Lake St. Louis, Missouri	$1.07M	$0	1	0.31%	Maintained
630	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.06M	$0	1	0.14%	Maintained
631	CIA Capital Impact Advisors Boston, Massachusetts	$1.06M	$0	1	0.46%	Maintained
632	ICOA Investment Centers of America Bismarck, North Dakota	$1.05M	-$8.34K	1	0.11%	Reduced
633	Smithfield Trust Pittsburgh, Pennsylvania	$1.04M	+$174K	2	0.18%	Increased
634	Ronald Blue & Co Roswell, Georgia	$1.03M	-$233K	2	0.04%	Reduced
635	Swiss Life Asset Management Zurich,	$1.03M	+$755K	1	0.04%	Increased
636	Caprock Group Boise, Idaho	$1.02M	+$2.78K	1	0.23%	Increased
637	IFP Advisors Tampa, Florida	$1.02M	+$71.8K	5	0.05%	Increased
638	SCCM Schafer Cullen Capital Management New York	$1.01M	+$628K	1	0.01%	Increased
639	MSI Financial Services Springfield, Massachusetts	$1.01M	-$425K	4	0.03%	Reduced
640	GA Geneva Advisors Chicago, Illinois	$994K	-$162K	1	0.02%	Reduced
641	PAM Princeton Alpha Management Princeton Junction, New Jersey	$992K	-$818K	2	0.19%	Reduced
642	EWM Endurance Wealth Management Providence, Rhode Island	$982K	-$1.47M	1	0.18%	Reduced
643	COI Connable Office Inc Kalamazoo, Michigan	$973K	$0	2	0.23%	Maintained
644	MN Services Vermogensbeheer The Hague, Netherlands	$970K	+$17.1K	2	0.19%	Increased
645	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$967K	-$244K	1	0.15%	Reduced
646	CTA Colonial Trust Advisors Spartanburg, South Carolina	$952K	+$54.8K	1	0.3%	Increased
647	ACM Argentus Capital Management Dallas, Texas	$948K	+$289K	1	0.33%	Increased
648	Atria Investments Charlotte, North Carolina	$948K	+$274K	1	0.09%	Increased
649	SA Strategic Advisors New York	$943K	-$33.2K	1	0.53%	Reduced
650	Capstone Investment Advisors New York	$927K	-$1.16M	1	0.02%	Reduced