← 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	Cetera Advisor Networks El Segundo, California	$738K	$0	1	0.05%	Maintained
677	ZF Zhang Financial Portage, Michigan	$737K	-$7.06K	1	0.47%	Reduced
678	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$736K	+$781K	2	0.23%	New
679	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$736K	$0	1	0.35%	Maintained
680	NB NBT Bank Norwich, New York	$733K	-$56.5K	1	0.12%	Reduced
681	GIP Granite Investment Partners El Segundo, California	$719K	-$74.1K	1	0.07%	Reduced
682	TCB Texas Capital Bancshares Dallas, Texas	$716K	-$98.2K	1	0.48%	Reduced
683	SC Searle & Co Greenwich, Connecticut	$708K	+$416K	1	0.59%	Increased
684	TCOTO Trust Company of the Ozarks Springfield, Missouri	$705K	+$14.1K	1	0.2%	Increased
685	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$701K	+$67.6K	1	0.22%	Increased
686	Bridgewater Associates Westport, Connecticut	$689K	+$736K	2	0.01%	New
687	LD Lipe & Dalton Syracuse, New York	$689K	-$4.24K	1	0.49%	Reduced
688	Catalyst Capital Advisors Huntington, New York	$688K	$0	1	0.08%	Maintained
689	CI Constellation Investments Montgomery, Ohio	$677K	$0	1	0.13%	Maintained
690	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$672K	+$726K	1	0.31%	New
691	Loews Corp New York	$671K	+$41.3K	2	0%	Increased
692	FM Forward Management San Francisco, California	$664K	-$314K	1	0.04%	Reduced
693	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$663K	-$13.6M	1	0.09%	Reduced
694	Janus Henderson Group London,	$658K	-$184K	1	0.01%	Reduced
695	DBT Dubuque Bank & Trust Dubuque, Iowa	$656K	+$498K	1	0.12%	Increased
696	IFS Ifrah Financial Services Little Rock, Arkansas	$653K	-$8.15K	1	0.24%	Reduced
697	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$652K	+$610K	1	0.01%	Increased
698	AMIM Aull & Monroe Investment Management Mobile, Alabama	$650K	-$31.3K	1	0.38%	Reduced
699	Barings Charlotte, North Carolina	$643K	-$1.33M	1	0.02%	Reduced
700	BCM Birmingham Capital Management Birmingham, Alabama	$642K	$0	1	0.25%	Maintained