← 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	ODCM Old Dominion Capital Management Charlottesville, Virginia	$853K	+$847	1	0.98%	Increased
652	First Horizon Advisors Memphis, Tennessee	$846K	+$819K	2	0.12%	Increased
653	CBB Citizens Business Bank Ontario, California	$840K	-$7.06K	1	0.15%	Reduced
654	CTA Colonial Trust Advisors Spartanburg, South Carolina	$833K	+$28.3K	1	0.26%	Increased
655	Smithfield Trust Pittsburgh, Pennsylvania	$826K	-$64.6K	1	0.16%	Reduced
656	P Pitcairn Conshohocken, Pennsylvania	$820K	-$233K	2	0.09%	Reduced
657	TI Turner Investments Berwyn, Pennsylvania	$818K	-$2.28M	1	0.15%	Reduced
658	NERM New England Research & Management Chicago, Illinois	$815K	-$67.1K	1	0.67%	Reduced
659	RU RobecoSam USA New York	$814K	+$117K	2	0.94%	Increased
660	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$812K	+$877K	1	0.11%	New
661	ECM Empire Capital Management Westport, Connecticut	$811K	+$847K	1	0.47%	New
662	DVM Dreman Value Management West Palm Beach, Florida	$804K	+$668K	2	0.07%	Increased
663	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$804K	-$54.8K	2	0.34%	Reduced
664	Mackenzie Financial Toronto Ontario, Ontario, Canada	$802K	+$31.4K	1	0%	Increased
665	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$797K	$0	1	0.91%	Maintained
666	SI SII Investments Appleton, Wisconsin	$794K	-$102K	1	0.09%	Reduced
667	AFG American Financial Group Cincinnati, Ohio	$776K	$0	1	0.06%	Maintained
668	Epoch Investment Partners New York	$762K	+$10.4K	1	0%	Increased
669	BFO Boston Family Office Boston, Massachusetts	$755K	+$19.4K	1	0.09%	Increased
670	WPP Whalerock Point Partners Providence, Rhode Island	$750K	+$10.6K	1	0.31%	Increased
671	PP PDT Partners New York	$749K	-$24.4M	1	0.02%	Reduced
672	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$748K	-$40.3K	1	0.87%	Reduced
673	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$747K	-$40.9K	1	0.22%	Reduced
674	BAS Brown Advisory Securities Baltimore, Maryland	$744K	+$403K	1	0.25%	Increased
675	Cullen Capital Management New York	$742K	+$438K	1	0.02%	Increased