← 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	Crawford Investment Counsel Atlanta, Georgia	$494K	+$40.3K	1	0.02%	Increased
677	FCCM First City Capital Management Savannah, Georgia	$492K	+$480K	1	0.41%	New
678	RCM Reynolds Capital Management Las Vegas, Nevada	$490K	+$176K	2	0.32%	Increased
679	FIM Fruth Investment Management Houston, Texas	$478K	-$20.8K	1	0.25%	Reduced
680	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$477K	+$3.36K	2	0.24%	Increased
681	SGAM Steinberg Global Asset Management Boca Raton, Florida	$476K	+$23.2K	1	0.11%	Increased
682	Group One Trading Chicago, Illinois	$472K	+$307K	5	0.01%	Increased
683	United Capital Financial Advisors Irving, Texas	$470K	-$218K	1	0.02%	Reduced
684	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$464K	-$6.72K	1	0.18%	Reduced
685	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$460K	+$3.36K	1	0.06%	Increased
686	CBU CIBC Bank USA Chicago, Illinois	$456K	-$331K	1	0.11%	Reduced
687	LPT Legacy Private Trust Neenah, Wisconsin	$450K	-$13.6K	2	0.1%	Reduced
688	BAS Brown Advisory Securities Baltimore, Maryland	$448K	+$1.14K	1	0.2%	Increased
689	BA Boston Advisors Boston, Massachusetts	$445K	+$115K	1	0.02%	Increased
690	CWA Constellation Wealth Advisors New York	$441K	+$67.2K	1	0.05%	Increased
691	DWA Dorsey Wright & Associates Pasadena, California	$441K	-$873	1	0.06%	Reduced
692	Bradley Foster & Sargent Hartford, Connecticut	$440K	+$13.7K	2	0.03%	Increased
693	RT Rockland Trust Hanover, Massachusetts	$440K	+$7.39K	1	0.12%	Increased
694	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$438K	$0	1	0.28%	Maintained
695	KA Kovack Advisors Ft. Lauderdale, Florida	$436K	+$1.95K	1	2.24%	Increased
696	RIL Rothschild Investment LLC Chicago, Illinois	$436K	-$8.39K	1	0.06%	Reduced
697	IRS Invictus RG (Singapore) Singapore	$435K	+$84K	1	0.37%	Increased
698	FDCC Foster Dykema Cabot & Co Waltham, Massachusetts	$434K	$0	1	0.13%	Maintained
699	AR Advisory Research Chicago, Illinois	$433K	-$16.7K	1	0%	Reduced
700	FHC First Heartland Consultants Lake St. Louis, Missouri	$425K	+$21.7K	2	0.26%	Increased