← 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	FMA FNY Managed Accounts New York	$837K	+$628K	1	0.98%	Increased
652	NB NBT Bank Norwich, New York	$822K	+$6.59K	1	0.13%	Increased
653	TCB Texas Capital Bancshares Dallas, Texas	$816K	+$791K	1	0.44%	New
654	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$808K	+$11.1K	1	0.17%	Increased
655	Sageworth Trust Lancaster, Pennsylvania	$807K	+$783K	1	0.25%	New
656	Amalgamated Bank New York	$804K	-$123K	2	0.13%	Reduced
657	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$802K	+$185K	1	0.26%	Increased
658	GIP Granite Investment Partners El Segundo, California	$802K	-$843K	1	0.09%	Reduced
659	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$802K	$0	1	0.91%	Maintained
660	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$796K	+$91.3K	1	0.77%	Increased
661	LCM Logan Capital Management Newtown Square, Pennsylvania	$795K	$0	1	0.06%	Maintained
662	CC Cipher Capital New York	$793K	+$147K	1	0.2%	Increased
663	AR Advisory Research Chicago, Illinois	$788K	-$349K	1	0.01%	Reduced
664	AFG American Financial Group Cincinnati, Ohio	$782K	$0	1	0.06%	Maintained
665	RIL Rothschild Investment LLC Chicago, Illinois	$779K	-$62.6K	1	0.09%	Reduced
666	AMIM Aull & Monroe Investment Management Mobile, Alabama	$773K	-$13.2K	1	0.42%	Reduced
667	Capital Fund Management (CFM) Paris, France	$771K	-$25.5M	2	0.01%	Reduced
668	DTL Dynamic Technology Lab Singapore	$763K	+$697K	2	0.39%	New
669	Artemis Investment Management Edinburgh, United Kingdom	$751K	-$1.41M	1	0.03%	Reduced
670	ZF Zhang Financial Portage, Michigan	$749K	$0	1	0.49%	Maintained
671	BFO Boston Family Office Boston, Massachusetts	$741K	$0	1	0.09%	Maintained
672	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$741K	$0	1	0.35%	Maintained
673	SEI Investments Oaks, Pennsylvania	$737K	+$715K	2	0.01%	New
674	CBB Citizens Business Bank Ontario, California	$734K	+$712K	1	0.13%	New
675	LMAM Legg Mason Asset Management Tokyo, Japan	$734K	+$688K	1	0.55%	New