← 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	LD Lipe & Dalton Syracuse, New York	$832K	$0	1	0.52%	Maintained
652	ArrowMark Colorado Holdings Denver, Colorado	$829K	$0	1	0.02%	Maintained
653	DTL Dynamic Technology Lab Singapore	$821K	+$837K	2	0.39%	New
654	NERM New England Research & Management Chicago, Illinois	$814K	+$141K	1	0.73%	Increased
655	WPP Whalerock Point Partners Providence, Rhode Island	$814K	+$20.4K	1	0.39%	Increased
656	Shinko Asset Management Company Tokyo, Japan	$807K	-$14.8K	2	0.01%	Reduced
657	TCOTO Trust Company of the Ozarks Springfield, Missouri	$803K	$0	1	0.22%	Maintained
658	BFO Boston Family Office Boston, Massachusetts	$796K	+$512K	1	0.1%	Increased
659	BCM Bodri Capital Management San Francisco, California	$794K	+$844K	1	0.41%	New
660	DCM Daruma Capital Management New York	$794K	+$763K	1	0.03%	New
661	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$791K	-$1.48K	1	0.85%	Reduced
662	PAM PartnerRe Asset Management Greenwich, Connecticut	$782K	-$100K	1	0.14%	Reduced
663	PAM Paradigm Asset Management New York	$780K	+$29.8K	3	0.11%	Increased
664	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$774K	$0	1	0.05%	Maintained
665	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$772K	$0	1	0.07%	Maintained
666	DAM Deltec Asset Management New York	$772K	+$742K	1	0.16%	New
667	WC Wexford Capital West Palm Beach, Florida	$772K	$0	1	0.06%	Maintained
668	Stratos Wealth Partners Beachwood, Ohio	$766K	+$739K	1	0.26%	New
669	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$765K	-$25.7K	1	0.12%	Reduced
670	Private Advisor Group Morristown, New Jersey	$764K	+$430K	1	0.07%	Increased
671	CS Credential Securities Vancouver,	$763K	+$58K	1	0.51%	Increased
672	Envestnet Asset Management Chicago, Illinois	$747K	+$154K	3	0.01%	Increased
673	SPM Symmetry Peak Management Radnor, Pennsylvania	$741K	+$678K	1	0.08%	New
674	Park National Corp Newark, Ohio	$739K	-$44.5K	1	0.05%	Reduced
675	NAM North American Management Boston, Massachusetts	$739K	-$112K	1	0.11%	Reduced