← 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
651	Bank of Nova Scotia Toronto, Ontario, Canada	$466K	+$448K	1	0%	New
652	Jane Street New York	$464K	+$451K	2	0.01%	New
653	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$461K	+$442K	3	0.14%	New
654	HL HeadInvest LLC Portland, Maine	$458K	+$439K	1	0.2%	New
655	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$450K	+$431K	1	0.18%	New
656	CC Curian Capital Denver, Colorado	$448K	+$429K	1	0.01%	New
657	NCM Newland Capital Management New York	$448K	+$401K	1	0.31%	New
658	HBK Investments Dallas, Texas	$440K	+$452K	1	0.01%	New
659	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$437K	+$418K	1	0.06%	New
660	Crawford Investment Counsel Atlanta, Georgia	$433K	+$414K	1	0.02%	New
661	SGAM Steinberg Global Asset Management Boca Raton, Florida	$432K	+$414K	1	0.11%	New
662	AR Advisory Research Chicago, Illinois	$430K	+$410K	2	0%	New
663	CONA Capital One National Association New York	$426K	+$408K	1	0.05%	New
664	BAS Brown Advisory Securities Baltimore, Maryland	$425K	+$408K	1	0.21%	New
665	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$425K	+$407K	1	0.12%	New
666	RIL Rothschild Investment LLC Chicago, Illinois	$425K	+$408K	1	0.07%	New
667	LPT Legacy Private Trust Neenah, Wisconsin	$424K	+$403K	2	0.1%	New
668	CK Cohen Klingenstein New York	$423K	+$394K	1	0.1%	New
669	DWA Dorsey Wright & Associates Pasadena, California	$423K	+$405K	1	0.07%	New
670	RNS Robert N. Shapiro	$423K	+$405K	1	0.09%	New
671	Bridgeway Capital Management Houston, Texas	$420K	+$431K	1	0.02%	New
672	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$419K	+$402K	1	0.29%	New
673	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$415K	+$398K	1	0.12%	New
674	KA Kovack Advisors Ft. Lauderdale, Florida	$415K	+$398K	1	2.44%	New
675	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$415K	+$397K	1	0.2%	New