← 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	BFO Boston Family Office Boston, Massachusetts	$741K	$0	1	0.09%	Maintained
677	LPC Loeb Partners Corp New York	$741K	$0	1	0.22%	Maintained
678	IFS Ifrah Financial Services Little Rock, Arkansas	$740K	+$307	1	0.28%	Increased
679	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$740K	$0	1	0.35%	Maintained
680	AMIM Aull & Monroe Investment Management Mobile, Alabama	$739K	-$34K	1	0.41%	Reduced
681	Cetera Advisor Networks El Segundo, California	$738K	+$45.5K	1	0.05%	Increased
682	Advisory Services Network Atlanta, Georgia	$728K	+$30.5K	2	0.2%	Increased
683	BCM Birmingham Capital Management Birmingham, Alabama	$720K	-$40.7K	1	0.27%	Reduced
684	CK Cohen Klingenstein New York	$716K	+$20.5K	1	0.13%	Increased
685	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$710K	+$17.3K	1	0.05%	Increased
686	Park National Corp Newark, Ohio	$699K	-$194K	1	0.05%	Reduced
687	LD Lipe & Dalton Syracuse, New York	$698K	$0	1	0.48%	Maintained
688	TCOTO Trust Company of the Ozarks Springfield, Missouri	$697K	+$2.58K	1	0.18%	Increased
689	Catalyst Capital Advisors Huntington, New York	$693K	-$17.9M	1	0.08%	Reduced
690	PAM PartnerRe Asset Management Greenwich, Connecticut	$683K	-$3.6K	1	0.11%	Reduced
691	CI Constellation Investments Montgomery, Ohio	$682K	+$27.2K	1	0.13%	Increased
692	IA Icon Advisers Greenwood Village, Colorado	$679K	$0	1	0.04%	Maintained
693	NCM Newland Capital Management New York	$679K	-$7.41M	1	0.76%	Reduced
694	SIG Schooner Investment Group Wayne, Pennsylvania	$676K	-$1.36M	1	0.24%	Reduced
695	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$665K	+$541	3	0.12%	Increased
696	AIM Allen Investment Management New York	$662K	+$184K	1	0.05%	Increased
697	AAM Azzad Asset Management Falls Church, Virginia	$652K	+$31.3K	1	0.31%	Increased
698	Loews Corp New York	$650K	+$49.9K	2	0%	Increased
699	CG Clinton Group New York	$644K	-$51.7K	1	0.17%	Reduced
700	SGAM Steinberg Global Asset Management Boca Raton, Florida	$644K	-$340	1	0.13%	Reduced