← 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	Pacer Advisors Malvern, Pennsylvania	$654K	+$117K	1	0.1%	Increased
677	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$651K	$0	1	0.33%	Maintained
678	ZF Zhang Financial Portage, Michigan	$649K	$0	1	0.36%	Maintained
679	TNB Thomasville National Bank Thomasville, Georgia	$646K	+$51.9K	1	0.17%	Increased
680	TC Telemus Capital Southfield, Michigan	$645K	+$79.8K	1	0.08%	Increased
681	IFS Ifrah Financial Services Little Rock, Arkansas	$641K	-$11.8K	1	0.26%	Reduced
682	BCM Birmingham Capital Management Birmingham, Alabama	$635K	-$37.1K	1	0.28%	Reduced
683	CG Cutler Group San Francisco, California	$634K	+$471K	2	0.03%	Increased
684	TCB Texas Capital Bancshares Dallas, Texas	$634K	$0	1	1.44%	Maintained
685	NRS Neville Rodie & Shaw New York	$625K	-$61.4K	1	0.07%	Reduced
686	Atria Investments Charlotte, North Carolina	$623K	+$172K	1	0.07%	Increased
687	CK Cohen Klingenstein New York	$622K	$0	1	0.11%	Maintained
688	SL Summitry LLC Foster City, California	$621K	+$639K	1	0.06%	New
689	First National Trust Hermitage, Pennsylvania	$620K	+$367K	1	0.1%	Increased
690	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$615K	-$350K	1	0.33%	Reduced
691	Azimuth Capital Management Bloomfield Hills, Michigan	$606K	+$82.9K	1	0.05%	Increased
692	ACM Argentus Capital Management Dallas, Texas	$594K	+$67.3K	1	0.25%	Increased
693	Balyasny Asset Management Chicago, Illinois	$593K	-$54.8M	1	0%	Reduced
694	BWM BerganKDV Wealth Management Bloomington, Minnesota	$589K	+$53.1K	1	0.25%	Increased
695	VWM Valley Wealth Managers Paramus, New Jersey	$586K	+$603K	1	0.09%	New
696	AIM Alambic Investment Management Belvedere, California	$583K	-$166K	1	0.15%	Reduced
697	VNA Valley National Advisers Bethlehem, Pennsylvania	$581K	+$20.4K	1	0.3%	Increased
698	FBC Fairfield, Bush & Co Darien, Connecticut	$578K	$0	1	0.2%	Maintained
699	Laird Norton Wetherby Wealth Management San Francisco, California	$576K	+$51.1K	1	0.13%	Increased
700	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$571K	-$58K	1	0.05%	Reduced