← 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	CTA Colonial Trust Advisors Spartanburg, South Carolina	$815K	+$73.8K	1	0.26%	Increased
652	COI Connable Office Inc Kalamazoo, Michigan	$804K	$0	2	0.22%	Maintained
653	Geneos Wealth Management Englewood, Colorado	$794K	+$234K	2	0.12%	Increased
654	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$791K	-$74.5K	1	0.37%	Reduced
655	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$775K	-$4.95K	2	0.35%	Reduced
656	MN Services Vermogensbeheer The Hague, Netherlands	$772K	$0	2	0.18%	Maintained
657	Smithfield Trust Pittsburgh, Pennsylvania	$768K	+$4.18K	1	0.14%	Increased
658	Sigma Planning Corp Ann Arbor, Michigan	$763K	-$54.2K	1	0.1%	Reduced
659	Twin Tree Management Dallas, Texas	$758K	+$733K	2	0.01%	Increased
660	IB Intrust Bank Wichita, Kansas	$755K	-$565K	1	0.3%	Reduced
661	PA Probity Advisors Dallas, Texas	$754K	+$776K	1	0.34%	New
662	Segall Bryant & Hamill Chicago, Illinois	$725K	-$45.8K	1	0.02%	Reduced
663	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$719K	+$3.07K	1	0.2%	Increased
664	PG Patten Group Chattanooga, Tennessee	$717K	$0	1	0.34%	Maintained
665	NN Investment Partners Holdings The Hague, Netherlands	$707K	$0	1	0.01%	Maintained
666	CB Chemical Bank Detroit, Michigan	$702K	+$9.21K	1	0.1%	Increased
667	FG Fiduciary Group Savannah, Georgia	$695K	$0	1	0.19%	Maintained
668	Park National Corp Newark, Ohio	$694K	-$49K	1	0.04%	Reduced
669	TSS Two Sigma Securities New York	$693K	+$726K	1	0.38%	New
670	MAI Capital Management Independence, Ohio	$682K	+$369	1	0.05%	Increased
671	CIBC World Market Toronto, Ontario, Canada	$678K	+$134K	1	0%	Increased
672	EI EDMP Inc Lutz, Florida	$675K	$0	1	0.66%	Maintained
673	NB NBT Bank Norwich, New York	$665K	+$43K	1	0.12%	Increased
674	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$665K	+$4.97K	1	0.83%	Increased
675	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$664K	-$828K	1	0.08%	Reduced