← 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	OIM Opus Investment Management Worcester, Massachusetts	$1.4M	$0	1	0.24%	Maintained
652	IFP Advisors Tampa, Florida	$1.4M	-$179K	5	0.06%	Reduced
653	NewEdge Advisors New Orleans, Louisiana	$1.4M	+$1.33M	3	0.24%	New
654	PP Patten & Patten Chattanooga, Tennessee	$1.38M	-$86.3K	1	0.15%	Reduced
655	CL CIM LLC Albany, New York	$1.37M	+$311K	2	0.59%	Increased
656	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.37M	-$806K	2	0.2%	Reduced
657	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.35M	-$26.4K	1	1.01%	Reduced
658	Scotia Capital Toronto, Ontario, Canada	$1.34M	+$16.8K	1	0.02%	Increased
659	Jefferies Group New York	$1.34M	+$532K	1	0.01%	Increased
660	CI Cigna Investments Bloomfield, Connecticut	$1.33M	-$69.4K	1	0.09%	Reduced
661	FCCM First City Capital Management Savannah, Georgia	$1.32M	-$26.7K	1	0.96%	Reduced
662	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.31M	-$20K	1	1.43%	Reduced
663	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.3M	$0	1	0.16%	Maintained
664	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.3M	+$27.3K	1	0.11%	Increased
665	OIA Optimum Investment Advisors Chicago, Illinois	$1.3M	-$48.4K	1	0.45%	Reduced
666	GA Geneva Advisors Chicago, Illinois	$1.29M	-$462K	1	0.02%	Reduced
667	FHC First Heartland Consultants Lake St. Louis, Missouri	$1.28M	$0	1	0.33%	Maintained
668	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.28M	-$95.3K	1	1.22%	Reduced
669	EWM Endurance Wealth Management Providence, Rhode Island	$1.28M	+$130K	1	0.22%	Increased
670	HAM Highstreet Asset Management London, Ontario, Canada	$1.27M	$0	1	0.14%	Maintained
671	DIA Denver Investment Advisors Denver, Colorado	$1.26M	+$99.6K	1	0.06%	Increased
672	CAM Covenant Asset Management Chester, New Jersey	$1.25M	+$36.2K	1	0.8%	Increased
673	MML Investors Services Springfield, Massachusetts	$1.25M	-$5.02K	1	0.02%	Reduced
674	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.25M	-$68.6K	1	0.73%	Reduced
675	CIM Corbyn Investment Management Lutherville, Maryland	$1.23M	-$9.37K	1	0.39%	Reduced