← 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	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$588K	+$13.8K	3	0.03%	Increased
652	BCM Bourgeon Capital Management Darien, Connecticut	$578K	$0	1	0.39%	Maintained
653	MWR McAdams Wright Ragen Seattle, Washington	$575K	+$41.4K	2	0.05%	Increased
654	Cetera Advisor Networks El Segundo, California	$574K	-$54.4K	1	0.05%	Reduced
655	IIC Ironwood Investment Counsel Scottsdale, Arizona	$571K	+$8.26K	1	0.38%	Increased
656	TCOV Trust Company of Vermont Brattleboro, Vermont	$564K	+$137K	1	0.1%	Increased
657	Heritage Investors Management Corp Bethesda, Maryland	$560K	$0	1	0.05%	Maintained
658	CG Clinton Group New York	$558K	+$536K	1	0.17%	New
659	Diversified Trust Memphis, Tennessee	$554K	+$280K	1	0.06%	Increased
660	Whitebox Advisors Minneapolis, Minnesota	$554K	+$533K	1	0.03%	New
661	CI Constellation Investments Montgomery, Ohio	$553K	+$33.6K	1	0.17%	Increased
662	BCM Birmingham Capital Management Birmingham, Alabama	$550K	$0	1	0.22%	Maintained
663	NIM NuWave Investment Management Parsippany, New Jersey	$538K	-$450K	1	0.49%	Reduced
664	South Texas Money Management San Antonio, Texas	$527K	$0	1	0.04%	Maintained
665	Barings Charlotte, North Carolina	$525K	-$1.68M	1	0.02%	Reduced
666	ACM Aviance Capital Management Sarasota, Florida	$523K	+$220K	1	0.3%	Increased
667	SouthState Corp Winter Haven, Florida	$521K	-$16.8K	1	0.1%	Reduced
668	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$517K	+$19.4K	3	0.13%	Increased
669	FNB First Niagara Bank Lockport, New York	$513K	+$2.08K	1	0.11%	Increased
670	AAM Azzad Asset Management Falls Church, Virginia	$505K	$0	1	0.41%	Maintained
671	Choate Investment Advisors Boston, Massachusetts	$500K	-$32.9K	1	0.04%	Reduced
672	HIC Harvey Investment Company Louisville, Kentucky	$499K	$0	1	0.14%	Maintained
673	CT Cambridge Trust Cambridge, Massachusetts	$498K	-$36.6K	1	0.05%	Reduced
674	CK Cohen Klingenstein New York	$497K	$0	1	0.11%	Maintained
675	HL Financial Services Louisville, Kentucky	$496K	+$139K	1	0.02%	Increased