← 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	Rafferty Asset Management New York	$1.17M	+$1.12M	1	0.03%	New
652	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.15M	-$17.4K	1	0.14%	Reduced
653	TFA Toth Financial Advisory Leesburg, Virginia	$1.14M	+$119K	1	0.3%	Increased
654	Smithfield Trust Pittsburgh, Pennsylvania	$1.14M	+$4.97K	2	0.18%	Increased
655	GVT Genesee Valley Trust Pittsford, New York	$1.14M	+$133K	2	0.78%	Increased
656	CL CIM LLC Albany, New York	$1.11M	+$35.2K	2	0.5%	Increased
657	DIA Denver Investment Advisors Denver, Colorado	$1.11M	-$48.7K	1	0.05%	Reduced
658	EWM Endurance Wealth Management Providence, Rhode Island	$1.1M	-$3.48K	1	0.19%	Reduced
659	BBI Baxter Bros Inc Riverside, Connecticut	$1.09M	-$71K	1	0.34%	Reduced
660	PL Polianta Ltd St Helier, Jersey	$1.09M	+$1.03M	1	0.65%	New
661	CPIM Columbia Partners Investment Management Alexandria, Virginia	$1.07M	-$1.16M	1	0.14%	Reduced
662	AIM Assured Investment Management New York	$1.06M	-$94.1K	2	0.02%	Reduced
663	MN Services Vermogensbeheer The Hague, Netherlands	$1.06M	+$19.8K	2	0.21%	Increased
664	AE Wealth Management Topeka, Kansas	$1.06M	+$144K	1	0.2%	Increased
665	WMC Westwood Management Corporation Chicago, Illinois	$1.05M	+$1.01M	1	0.18%	New
666	P Pitcairn Conshohocken, Pennsylvania	$1.05M	-$53.7K	2	0.13%	Reduced
667	BUB BBVA USA Bancshares Houston, Texas	$1.05M	-$29K	1	0.07%	Reduced
668	Laurion Capital Management New York	$1.04M	+$999K	1	0.01%	New
669	DVM Dreman Value Management West Palm Beach, Florida	$1.03M	-$46.1K	1	0.59%	Reduced
670	FM Forward Management San Francisco, California	$1.02M	-$59.3K	1	0.09%	Reduced
671	ZCM Zebra Capital Management Stamford, Connecticut	$1.02M	+$922K	1	0.32%	New
672	COI Connable Office Inc Kalamazoo, Michigan	$1.02M	-$79.9K	2	0.23%	Reduced
673	EI EDMP Inc Lutz, Florida	$1.02M	-$17.4K	1	0.91%	Reduced
674	Burney Company Reston, Virginia	$1M	+$50.4K	1	0.07%	Increased
675	BPM Bowling Portfolio Management Cincinnati, Ohio	$999K	+$115K	1	0.17%	Increased