← 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	Veritable Wilmington, Delaware	$1.35M	-$65.4K	1	0.03%	Reduced
652	BPM Bowling Portfolio Management Cincinnati, Ohio	$1.34M	-$35.2K	1	0.2%	Reduced
653	ICOA Investment Centers of America Bismarck, North Dakota	$1.33M	+$119K	1	0.1%	Increased
654	BBI Baxter Bros Inc Riverside, Connecticut	$1.32M	+$189K	1	0.38%	Increased
655	Ingalls & Snyder LLC New York	$1.32M	-$98.1K	2	0.07%	Reduced
656	Advisory Services Network Atlanta, Georgia	$1.32M	+$1.12M	4	0.15%	Increased
657	FHC First Heartland Consultants Lake St. Louis, Missouri	$1.3M	$0	1	0.32%	Maintained
658	FCCM First City Capital Management Savannah, Georgia	$1.3M	-$3.77K	1	0.91%	Reduced
659	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.29M	+$11.7K	1	0.11%	Increased
660	IFS Ifrah Financial Services Little Rock, Arkansas	$1.28M	+$463K	3	0.49%	Increased
661	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.28M	$0	1	0.15%	Maintained
662	EWM Endurance Wealth Management Providence, Rhode Island	$1.26M	-$7.55K	1	0.21%	Reduced
663	CTA Chesley Taft & Associates Chicago, Illinois	$1.25M	-$32.6K	1	0.11%	Reduced
664	OIA Optimum Investment Advisors Chicago, Illinois	$1.25M	-$26.4K	1	0.42%	Reduced
665	Caprock Group Boise, Idaho	$1.25M	-$9.65K	2	0.26%	Reduced
666	SL Summitry LLC Foster City, California	$1.24M	+$1.21M	1	0.11%	New
667	ARTA A.R.T. Advisors New York	$1.24M	-$2.51M	2	0.06%	Reduced
668	SM Sciencast Management Princeton, New Jersey	$1.23M	+$91.9K	1	0.68%	Increased
669	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$1.22M	+$30.2K	1	0.08%	Increased
670	Smithfield Trust Pittsburgh, Pennsylvania	$1.21M	+$43.9K	2	0.16%	Increased
671	I.G. Investment Management Winnipeg, Manitoba, Canada	$1.2M	-$99.5M	1	0.01%	Reduced
672	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.2M	-$30.2K	1	0.68%	Reduced
673	Catalyst Capital Advisors Huntington, New York	$1.18M	-$10.3K	3	0.05%	Reduced
674	CI Investments Inc Toronto, Ontario, Canada	$1.18M	+$1.16M	1	0.01%	New
675	AIL AGF Investments LLC Toronto, Ontario, Canada	$1.18M	+$1.15M	1	0.26%	Increased