← 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	CI Constellation Investments Montgomery, Ohio	$671K	+$14.7K	1	0.16%	Increased
677	WFM Wilmington Funds Management Wilmington, Delaware	$671K	$0	1	0.07%	Maintained
678	AL Airain Ltd St. Peter Port, Guernsey	$667K	-$970K	1	0.12%	Reduced
679	Moneta Group Investment Advisors St Louis, Missouri	$662K	-$555K	1	0.39%	Reduced
680	GCIA Gabelli & Co Investment Advisers Rye, New York	$661K	$0	1	0.18%	Maintained
681	HBK Investments Dallas, Texas	$659K	-$5.64M	1	0.01%	Reduced
682	M&T Bank Buffalo, New York	$658K	-$43.6K	2	0.03%	Reduced
683	Old National Bancorp Evansville, Indiana	$656K	+$50.4K	1	0.06%	Increased
684	YP Yellowstone Partners Idaho Falls, Idaho	$655K	-$13.4K	1	0.41%	Reduced
685	NERM New England Research & Management Chicago, Illinois	$650K	$0	1	0.6%	Maintained
686	Busey Bank Urbana, Illinois	$649K	+$3.24K	1	0.1%	Increased
687	CG Clinton Group New York	$640K	-$1.1M	1	0.24%	Reduced
688	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$623K	+$17.1K	3	0.13%	Increased
689	DP Dearborn Partners Chicago, Illinois	$620K	-$52.8K	1	0.07%	Reduced
690	DL Delta Lloyd Amsterdam, Netherlands	$620K	-$304K	1	0.02%	Reduced
691	Walleye Trading New York	$616K	+$578K	2	0.01%	New
692	GIA Gargoyle Investment Advisor Englewood, New Jersey	$611K	+$163K	1	0.27%	Increased
693	Shelton Capital Management Denver, Colorado	$610K	+$70.5K	2	0.09%	Increased
694	AAM Azzad Asset Management Falls Church, Virginia	$609K	+$40.5K	1	0.4%	Increased
695	EFS Essex Financial Services Essex, Connecticut	$605K	-$55K	1	0.2%	Reduced
696	FM Foster & Motley Cincinnati, Ohio	$605K	-$30.6K	1	0.15%	Reduced
697	Janus Henderson Group London,	$604K	-$229K	1	0.01%	Reduced
698	IIC Ironwood Investment Counsel Scottsdale, Arizona	$601K	$0	1	0.33%	Maintained
699	FA FDx Advisors Chicago, Illinois	$592K	+$111K	1	0.05%	Increased
700	BA Boston Advisors Boston, Massachusetts	$589K	-$43.6K	1	0.03%	Reduced