← 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
676	RT Rockland Trust Hanover, Massachusetts	$413K	+$396K	1	0.11%	New
677	CM Capital Management Glen Allen, Virginia	$411K	+$394K	1	0.17%	New
678	Bradley Foster & Sargent Hartford, Connecticut	$408K	+$388K	2	0.03%	New
679	TCOV Trust Company of Vermont Brattleboro, Vermont	$405K	+$388K	1	0.08%	New
680	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$404K	+$376K	1	0.22%	New
681	Salem Investment Counselors Winston Salem, North Carolina	$395K	+$378K	1	0.06%	New
682	CS Comerica Securities Detroit, Michigan	$394K	+$377K	1	0.54%	New
683	Sterling Capital Management Charlotte, North Carolina	$394K	+$404K	1	0%	New
684	Fayez Sarofim & Co Houston, Texas	$387K	+$371K	1	0%	New
685	SCM Stevens Capital Management Radnor, Pennsylvania	$386K	+$396K	1	0.01%	New
686	P Pitcairn Conshohocken, Pennsylvania	$377K	+$362K	1	0.05%	New
687	GLI Guardian Life Insurance New York	$373K	+$357K	1	0.03%	New
688	FIM Frontier Investment Management Dallas, Texas	$369K	+$353K	1	0.07%	New
689	CA Callahan Advisors Houston, Texas	$365K	+$349K	1	0.15%	New
690	First Manhattan New York	$363K	+$337K	2	0%	New
691	TIM Telemus Investment Management Southfield, Michigan	$362K	+$347K	1	0.17%	New
692	Burney Company Reston, Virginia	$359K	+$344K	1	0.04%	New
693	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$357K	+$342K	1	0.14%	New
694	CWA Constellation Wealth Advisors New York	$356K	+$341K	1	0.04%	New
695	Fulton Bank Lancaster, Pennsylvania	$354K	+$335K	2	0.04%	New
696	BC Banced Corp Edwardsville, Illinois	$352K	+$337K	1	0.36%	New
697	Tower Research Capital (TRC) New York	$350K	+$328K	3	0.03%	New
698	Synovus Financial Columbus, Georgia	$345K	+$333K	1	0.01%	New
699	HH Hilltop Holdings Dallas, Texas	$342K	+$328K	1	0.23%	New
700	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$342K	+$328K	1	0.18%	New