← 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	TCB Texas Capital Bancshares Dallas, Texas	$664K	$0	1	1.7%	Maintained
677	Squarepoint New York	$663K	-$1.8M	1	0.05%	Reduced
678	WPP Whalerock Point Partners Providence, Rhode Island	$660K	-$12.4K	1	0.28%	Reduced
679	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$658K	+$4.14K	1	0.06%	Increased
680	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$656K	+$579K	1	0.02%	New
681	NB NBT Bank Norwich, New York	$653K	+$35K	1	0.11%	Increased
682	SEC Seven Eight Capital New York	$649K	-$826K	1	0.28%	Reduced
683	CI Constellation Investments Montgomery, Ohio	$647K	+$11K	1	0.12%	Increased
684	Private Advisor Group Morristown, New Jersey	$646K	-$144K	1	0.03%	Reduced
685	Engineers Gate Manager New York	$644K	-$1.83M	1	0.05%	Reduced
686	Catalyst Capital Advisors Huntington, New York	$638K	$0	1	0.11%	Maintained
687	CK Cohen Klingenstein New York	$636K	-$40.2K	1	0.12%	Reduced
688	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$636K	+$2.2M	1	0.06%	New
689	LCP Legacy Capital Partners Milwaukee, Wisconsin	$634K	+$146K	1	0.41%	Increased
690	TG TLP Group Evanston, Illinois	$626K	+$552K	1	0.38%	New
691	TNB Thomasville National Bank Thomasville, Georgia	$624K	+$226K	1	0.19%	Increased
692	SB Simmons Bank Pine Bluff, Arkansas	$620K	+$547K	1	0.07%	New
693	CIC Cornercap Investment Counsel Atlanta, Georgia	$613K	+$71.3K	1	0.12%	Increased
694	FBC Fairfield, Bush & Co Darien, Connecticut	$606K	+$221K	1	0.22%	Increased
695	SC Searle & Co Greenwich, Connecticut	$605K	$0	1	0.56%	Maintained
696	Trexquant Investment Stamford, Connecticut	$603K	-$2.67M	2	0.07%	Reduced
697	Spot Trading Chicago, Illinois	$597K	+$297K	2	0.01%	Increased
698	Geneos Wealth Management Englewood, Colorado	$596K	+$519K	2	0.09%	New
699	AI ArchPoint Investors Coral Gables, Florida	$595K	$0	1	0.33%	Maintained
700	TC Telemus Capital Southfield, Michigan	$594K	+$525K	1	0.1%	New