← 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	Catalyst Capital Advisors Huntington, New York	$531K	-$395K	1	0.08%	Reduced
677	MC Menta Capital San Francisco, California	$531K	+$536K	1	0.07%	New
678	CI Constellation Investments Montgomery, Ohio	$527K	+$5.42K	1	0.1%	Increased
679	EFS Essex Financial Services Essex, Connecticut	$524K	-$321K	1	0.13%	Reduced
680	Jane Street New York	$520K	+$467K	1	0%	Increased
681	SFT Simmons First Trust Pine Bluff, Arkansas	$515K	+$536K	1	0.06%	New
682	NB NBT Bank Norwich, New York	$510K	$0	1	0.09%	Maintained
683	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$509K	+$528K	1	0.44%	New
684	Glenview Trust Louisville, Kentucky	$497K	+$518K	1	0.05%	New
685	QS Investors New York	$496K	+$67.1K	2	0%	Increased
686	SC Searle & Co Greenwich, Connecticut	$496K	+$5.42K	1	0.48%	Increased
687	AI ArchPoint Investors Coral Gables, Florida	$495K	+$55.5K	1	0.35%	Increased
688	AFG Albion Financial Group Salt Lake City, Utah	$487K	-$405K	1	0.08%	Reduced
689	NERM New England Research & Management Chicago, Illinois	$484K	-$112K	1	0.42%	Reduced
690	ID Integral Derivatives New York	$483K	-$2.22M	1	0.01%	Reduced
691	LA Lucus Advisors New York	$481K	-$492K	1	0.29%	Reduced
692	Ameritas Investment Partners Lincoln, Nebraska	$471K	-$2.01M	1	0.03%	Reduced
693	ECM Everence Capital Management Goshen, Indiana	$471K	$0	1	0.15%	Maintained
694	PineBridge Investments New York	$467K	+$30.3K	2	0.02%	Increased
695	Jacobs Levy Equity Management Florham Park, New Jersey	$466K	-$681K	1	0.01%	Reduced
696	SI SII Investments Appleton, Wisconsin	$462K	-$10K	1	0.06%	Reduced
697	Azimuth Capital Management Bloomfield Hills, Michigan	$458K	-$14.2K	1	0.04%	Reduced
698	WPC Waters Parkerson & Co New Orleans, Louisiana	$455K	+$4.49K	1	0.05%	Increased
699	ST Semper Trust King Of Prussia, Pennsylvania	$454K	+$473K	1	0.63%	New
700	Bank of Nova Scotia Toronto, Ontario, Canada	$450K	-$1.08K	1	0%	Reduced