← 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	Cullen Capital Management New York	$780K	-$150K	1	0.03%	Reduced
652	CTA Colonial Trust Advisors Spartanburg, South Carolina	$778K	+$111K	1	0.25%	Increased
653	Park National Corp Newark, Ohio	$776K	-$37.2K	1	0.05%	Reduced
654	Cornerstone Investment Partners Atlanta, Georgia	$774K	-$12.4K	1	0.03%	Reduced
655	Simplicity Solutions Minneapolis, Minnesota	$774K	-$52.9K	1	0.47%	Reduced
656	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$772K	-$5.41K	1	0.39%	Reduced
657	NONA Ninety One North America New York	$761K	+$673K	1	0.13%	New
658	PG Patten Group Chattanooga, Tennessee	$751K	+$5.25K	1	0.36%	Increased
659	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$750K	+$14.1K	1	0.22%	Increased
660	COI Connable Office Inc Kalamazoo, Michigan	$744K	+$277K	2	0.21%	Increased
661	FG Fiduciary Group Savannah, Georgia	$728K	-$42.2K	1	0.21%	Reduced
662	CB Chemical Bank Detroit, Michigan	$727K	-$6.74K	1	0.1%	Reduced
663	NN Investment Partners Holdings The Hague, Netherlands	$722K	+$639K	1	0.01%	New
664	NRS Neville Rodie & Shaw New York	$718K	$0	1	0.09%	Maintained
665	MAI Capital Management Independence, Ohio	$714K	+$11.4K	1	0.05%	Increased
666	EI EDMP Inc Lutz, Florida	$707K	+$12.4K	1	0.68%	Increased
667	AIM Alambic Investment Management Belvedere, California	$695K	+$585K	1	0.22%	New
668	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$692K	-$10.5K	1	0.87%	Reduced
669	BCM Birmingham Capital Management Birmingham, Alabama	$685K	$0	1	0.28%	Maintained
670	Sterling Capital Management Charlotte, North Carolina	$684K	+$575K	1	0.01%	New
671	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$682K	$0	1	0.35%	Maintained
672	ZF Zhang Financial Portage, Michigan	$680K	-$2.49K	1	0.38%	Reduced
673	SCA Secor Capital Advisors New York	$678K	+$570K	1	0.09%	New
674	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$672K	+$6.19K	1	0.29%	Increased
675	IFS Ifrah Financial Services Little Rock, Arkansas	$667K	-$19.5K	1	0.27%	Reduced