← 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	MSI Financial Services Springfield, Massachusetts	$1.11M	+$84.5K	5	0.04%	Increased
652	CIM Corbyn Investment Management Lutherville, Maryland	$1.1M	-$3.94K	1	0.33%	Reduced
653	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.1M	$0	1	0.1%	Maintained
654	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.09M	$0	1	0.14%	Maintained
655	CIA Capital Impact Advisors Boston, Massachusetts	$1.08M	$0	1	0.45%	Maintained
656	GA Geneva Advisors Chicago, Illinois	$1.08M	+$61.1K	1	0.02%	Increased
657	PineBridge Investments New York	$1.08M	+$601K	2	0.03%	Increased
658	BBI Baxter Bros Inc Riverside, Connecticut	$1.05M	-$85.3K	1	0.34%	Reduced
659	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.05M	+$115K	1	0.13%	Increased
660	Calamos Wealth Management Naperville, Illinois	$1.04M	-$83.1K	1	0.17%	Reduced
661	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$1.04M	-$254K	1	0.05%	Reduced
662	CTA Colonial Trust Advisors Spartanburg, South Carolina	$1.04M	+$62.5K	1	0.33%	Increased
663	Simplicity Solutions Minneapolis, Minnesota	$1.03M	+$498K	1	0.24%	Increased
664	WA WealthTrust Axiom Wayne, Pennsylvania	$1.03M	-$144K	1	0.38%	Reduced
665	DIA Denver Investment Advisors Denver, Colorado	$1.03M	+$800K	1	0.04%	Increased
666	Smithfield Trust Pittsburgh, Pennsylvania	$1.02M	-$31.8K	2	0.17%	Reduced
667	AIM Assured Investment Management New York	$1.02M	-$244K	2	0.02%	Reduced
668	Caprock Group Boise, Idaho	$1.01M	-$34.7K	2	0.26%	Reduced
669	TC Telemus Capital Southfield, Michigan	$1M	+$65.7K	1	0.14%	Increased
670	Tower Research Capital (TRC) New York	$1M	+$722K	5	0.11%	Increased
671	EWM Endurance Wealth Management Providence, Rhode Island	$995K	-$31.2K	1	0.18%	Reduced
672	FM Forward Management San Francisco, California	$983K	+$680K	1	0.07%	Increased
673	DVM Dreman Value Management West Palm Beach, Florida	$981K	-$1.03M	2	0.55%	Reduced
674	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$981K	-$5.9K	1	0.16%	Reduced
675	P Pitcairn Conshohocken, Pennsylvania	$964K	+$482K	2	0.12%	Increased