← 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	Wolverine Trading Chicago, Illinois	$1.25M	+$416K	3	0.01%	Increased
627	ICOA Investment Centers of America Bismarck, North Dakota	$1.24M	+$166K	1	0.11%	Increased
628	CCT Capital City Trust Tallahassee, Florida	$1.22M	+$8.2K	1	0.49%	Increased
629	Scotia Capital Toronto, Ontario, Canada	$1.21M	+$34.8K	1	0.02%	Increased
630	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.21M	-$27.4K	1	0.98%	Reduced
631	MM Midas Management New York	$1.21M	$0	1	0.57%	Maintained
632	OIM Opus Investment Management Worcester, Massachusetts	$1.21M	$0	1	0.21%	Maintained
633	First Horizon Advisors Memphis, Tennessee	$1.21M	-$617K	3	0.15%	Reduced
634	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$1.2M	-$325K	1	0.02%	Reduced
635	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.2M	-$11.9K	1	1.23%	Reduced
636	AL Airain Ltd St. Peter Port, Guernsey	$1.2M	-$9.99M	1	0.1%	Reduced
637	RFCA R&F Capital Advisors New York	$1.19M	+$1.15M	2	0.42%	New
638	CSM CAMG Solamere Management Charlotte, North Carolina	$1.19M	+$1.16M	1	0.84%	New
639	KIA KCM Investment Advisors Greenbrae, California	$1.16M	+$39.5K	1	0.08%	Increased
640	OIA Optimum Investment Advisors Chicago, Illinois	$1.16M	+$13.1K	1	0.44%	Increased
641	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$1.16M	-$7.94K	1	0.51%	Reduced
642	FCCM First City Capital Management Savannah, Georgia	$1.16M	$0	1	0.87%	Maintained
643	SIC SFE Investment Counsel Los Angeles, California	$1.15M	+$106K	1	0.44%	Increased
644	IB Intrust Bank Wichita, Kansas	$1.14M	+$305K	2	0.43%	Increased
645	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.14M	-$233K	1	0.68%	Reduced
646	FHC First Heartland Consultants Lake St. Louis, Missouri	$1.13M	$0	1	0.34%	Maintained
647	VNA Valley National Advisers Bethlehem, Pennsylvania	$1.13M	+$456K	1	0.52%	Increased
648	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.12M	$0	1	0.13%	Maintained
649	CI Cigna Investments Bloomfield, Connecticut	$1.11M	+$1.09M	1	0.12%	New
650	ETrade Capital Management Arlington, Virginia	$1.11M	+$767K	2	0.05%	Increased