← 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	MSI Financial Services Springfield, Massachusetts	$628K	+$559K	4	0.08%	Increased
677	BCM Birmingham Capital Management Birmingham, Alabama	$622K	$0	1	0.24%	Maintained
678	CC ClearArc Capital Cincinnati, Ohio	$622K	-$1.34M	1	0.14%	Reduced
679	IB Intrust Bank Wichita, Kansas	$612K	+$684K	1	0.24%	New
680	Moneta Group Investment Advisors St Louis, Missouri	$610K	+$61.6K	1	0.32%	Increased
681	Brown Brothers Harriman & Co New York	$608K	+$235K	1	0%	Increased
682	WPP Whalerock Point Partners Providence, Rhode Island	$608K	-$67.9K	1	0.27%	Reduced
683	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$607K	-$32.1K	1	0.04%	Reduced
684	NAM North American Management Boston, Massachusetts	$607K	$0	1	0.09%	Maintained
685	Janus Henderson Group London,	$600K	-$78.2K	1	0.01%	Reduced
686	CC Cipher Capital New York	$598K	+$669K	1	0.15%	New
687	ALPS Advisors Denver, Colorado	$590K	+$578K	1	0%	New
688	CI Constellation Investments Montgomery, Ohio	$585K	+$7.09K	1	0.13%	Increased
689	TIAA CREF Trust St Louis, Missouri	$579K	+$609K	1	0.01%	New
690	MWR McAdams Wright Ragen Seattle, Washington	$578K	+$160K	2	0.03%	Increased
691	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$570K	+$72.7K	1	0.19%	Increased
692	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$569K	-$533K	1	0%	Reduced
693	CK Cohen Klingenstein New York	$564K	$0	1	0.1%	Maintained
694	SGAM Steinberg Global Asset Management Boca Raton, Florida	$563K	+$77.7K	1	0.13%	Increased
695	CTA Colonial Trust Advisors Spartanburg, South Carolina	$559K	+$21.3K	1	0.17%	Increased
696	NFG Next Financial Group Houston, Texas	$558K	+$614K	2	0.11%	Increased
697	PAM PartnerRe Asset Management Greenwich, Connecticut	$552K	-$101K	1	0.11%	Reduced
698	AAM Azzad Asset Management Falls Church, Virginia	$551K	+$33.3K	1	0.32%	Increased
699	Busey Bank Urbana, Illinois	$547K	$0	1	0.08%	Maintained
700	Advisory Services Network Atlanta, Georgia	$544K	-$12.6K	1	0.2%	Reduced