← 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	AGM Alpine Global Management New York	$732K	+$711K	1	0.13%	New
677	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$716K	+$680K	2	0.24%	New
678	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$715K	+$678K	2	0.16%	New
679	Bessemer Group Woodbridge, New Jersey	$713K	+$275K	2	0%	Increased
680	WPP Whalerock Point Partners Providence, Rhode Island	$705K	+$51.1K	1	0.3%	Increased
681	TFA Toth Financial Advisory Leesburg, Virginia	$703K	+$469K	1	0.24%	Increased
682	LD Lipe & Dalton Syracuse, New York	$698K	-$24.7K	1	0.47%	Reduced
683	TCOTO Trust Company of the Ozarks Springfield, Missouri	$694K	-$3.3K	1	0.19%	Reduced
684	Cetera Advisor Networks El Segundo, California	$693K	+$8.37K	1	0.05%	Increased
685	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$693K	+$40.6K	1	0.05%	Increased
686	FWM Frontier Wealth Management Kansas City, Missouri	$692K	+$666K	2	0.13%	New
687	CC ClearArc Capital Cincinnati, Ohio	$688K	+$20.2K	1	0.14%	Increased
688	PAM PartnerRe Asset Management Greenwich, Connecticut	$687K	+$92.1K	1	0.11%	Increased
689	IA Icon Advisers Greenwood Village, Colorado	$680K	$0	1	0.04%	Maintained
690	NA Navellier & Associates Reno, Nevada	$676K	-$165K	1	0.03%	Reduced
691	GMIM General Motors Investment Management New York	$675K	-$759K	1	0.05%	Reduced
692	BCM Birmingham Capital Management Birmingham, Alabama	$674K	$0	1	0.26%	Maintained
693	CS Comerica Securities Detroit, Michigan	$673K	-$322K	1	0.21%	Reduced
694	Regents of the University of California Oakland, California	$673K	+$632K	1	0.67%	New
695	Glenview Trust Louisville, Kentucky	$670K	+$650K	1	0.07%	New
696	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$667K	-$365K	1	0.26%	Reduced
697	Azimuth Capital Management Bloomfield Hills, Michigan	$657K	-$84.4K	1	0.07%	Reduced
698	Advisory Services Network Atlanta, Georgia	$655K	+$99.9K	2	0.2%	Increased
699	CI Constellation Investments Montgomery, Ohio	$655K	+$26.4K	1	0.13%	Increased
700	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$653K	+$11.5K	3	0.12%	Increased