← 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	Jefferies Group New York	$777K	-$1.1M	3	0.01%	Reduced
652	GMIM General Motors Investment Management New York	$776K	+$261K	1	0.07%	Increased
653	Cetera Advisor Networks El Segundo, California	$775K	+$48.7K	1	0.06%	Increased
654	LD Lipe & Dalton Syracuse, New York	$775K	-$42K	1	0.52%	Reduced
655	WPP Whalerock Point Partners Providence, Rhode Island	$772K	+$66.3K	1	0.39%	Increased
656	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$771K	-$16.2K	1	0.77%	Reduced
657	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$770K	-$56.7K	1	0.13%	Reduced
658	SGH Schonfeld Group Holdings Jericho, New York	$770K	+$378K	1	0.19%	Increased
659	Park National Corp Newark, Ohio	$764K	+$32.3K	1	0.05%	Increased
660	QS Investors New York	$754K	$0	1	0.02%	Maintained
661	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$753K	-$4.35K	1	0.06%	Reduced
662	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$751K	+$486K	1	0.08%	Increased
663	WC Wexford Capital West Palm Beach, Florida	$751K	+$737K	1	0.06%	New
664	Quantbot Technologies New York	$748K	+$303K	2	0.18%	Increased
665	Dana Investment Advisors Waukesha, Wisconsin	$747K	+$552K	1	0.05%	Increased
666	Dodge & Cox San Francisco, California	$744K	-$276K	1	0%	Reduced
667	First Allied Advisory Services San Diego, California	$738K	+$24.7K	3	0.06%	Increased
668	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$732K	+$213K	1	0.34%	Increased
669	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$717K	-$528K	1	0.05%	Reduced
670	CBU CIBC Bank USA Chicago, Illinois	$703K	+$202K	1	0.15%	Increased
671	COI Connable Office Inc Kalamazoo, Michigan	$692K	-$13.6K	2	0.19%	Reduced
672	DIA Dean Investment Associates Beavercreek, Ohio	$690K	-$422K	1	0.17%	Reduced
673	RVGI RRE Ventures GP III New York	$686K	$0	1	3.44%	Maintained
674	Jane Street New York	$685K	+$373K	4	0.01%	Increased
675	CS Credential Securities Vancouver,	$684K	+$671K	1	0.51%	New