← 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	SCM Stevens Capital Management Radnor, Pennsylvania	$735K	-$2.07M	1	0.02%	Reduced
677	1GA 1st Global Advisors Dallas, Texas	$726K	+$308K	1	0.11%	Increased
678	YP Yellowstone Partners Idaho Falls, Idaho	$725K	+$50.4K	1	0.42%	Increased
679	DIA Dean Investment Associates Beavercreek, Ohio	$724K	+$14.8K	1	0.17%	Increased
680	Janus Henderson Group London,	$724K	$0	1	0.01%	Maintained
681	Group One Trading Chicago, Illinois	$714K	-$112K	3	0.01%	Reduced
682	Shelton Capital Management Denver, Colorado	$714K	+$182K	2	0.1%	Increased
683	CI Constellation Investments Montgomery, Ohio	$705K	+$14.8K	1	0.16%	Increased
684	NA Navellier & Associates Reno, Nevada	$687K	+$629K	1	0.03%	New
685	GCIA Gabelli & Co Investment Advisers Rye, New York	$679K	$0	1	0.15%	Maintained
686	Advisory Services Network Atlanta, Georgia	$677K	+$235K	1	0.29%	Increased
687	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$677K	+$136K	1	0.18%	Increased
688	CBU CIBC Bank USA Chicago, Illinois	$676K	-$44.9K	1	0.13%	Reduced
689	Moneta Group Investment Advisors St Louis, Missouri	$676K	-$4.45K	1	0.36%	Reduced
690	BCM Birmingham Capital Management Birmingham, Alabama	$668K	$0	1	0.24%	Maintained
691	Busey Bank Urbana, Illinois	$666K	$0	1	0.1%	Maintained
692	Spot Trading Chicago, Illinois	$659K	-$381K	3	0%	Reduced
693	CTA Colonial Trust Advisors Spartanburg, South Carolina	$658K	+$633K	1	0.2%	New
694	M&T Bank Buffalo, New York	$644K	-$32.4K	2	0.03%	Reduced
695	AFG Albion Financial Group Salt Lake City, Utah	$641K	+$301K	1	0.11%	Increased
696	AAM Azzad Asset Management Falls Church, Virginia	$635K	+$8.91K	1	0.38%	Increased
697	DP Dearborn Partners Chicago, Illinois	$630K	-$6.98K	1	0.06%	Reduced
698	EFS Essex Financial Services Essex, Connecticut	$621K	+$223	1	0.19%	Increased
699	IIC Ironwood Investment Counsel Scottsdale, Arizona	$617K	$0	1	0.32%	Maintained
700	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$615K	+$62.3K	1	0.2%	Increased