← 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
Sheaff Brock Investment Advisors
Sheaff Brock Investment Advisors
Indiana
$999K -$117K 1 0.13% Reduced
677
AMIM
Aull & Monroe Investment Management
Alabama
$991K -$12.4K 1 0.53% Reduced
678
Prelude Capital Management
Prelude Capital Management
New York
$983K -$671K 2 0.09% Reduced
679
Valley National Advisers
Valley National Advisers
Pennsylvania
$981K -$254K 1 0.37% Reduced
680
Cramer Rosenthal McGlynn
Cramer Rosenthal McGlynn
Connecticut
$980K -$404K 1 0.02% Reduced
681
Ronald Blue & Co
Ronald Blue & Co
Georgia
$959K +$4.89K 2 0.03% Increased
682
SA
Strategic Advisors
New York
$958K -$14.3K 1 0.45% Reduced
683
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$944K +$908K 1 0.01% New
684
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$938K -$7.86K 2 0.38% Reduced
685
BerganKDV Wealth Management
BerganKDV Wealth Management
Minnesota
$931K +$47.7K 1 0.28% Increased
686
Advisory Services Network
Advisory Services Network
Georgia
$920K +$875K 4 0.13% New
687
Moloney Securities Asset Management
Moloney Securities Asset Management
Missouri
$913K -$17.4K 1 0.47% Reduced
688
Chemical Bank
Chemical Bank
Michigan
$911K +$56.8K 1 0.1% Increased
689
NBT Bank
NBT Bank
New York
$909K +$10.7K 1 0.15% Increased
690
Johnson Financial Group Inc (Wisconsin)
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$908K +$432K 1 0.11% Increased
691
Park National Corp
Park National Corp
Ohio
$907K -$17.6K 1 0.05% Reduced
692
TH
Timber Hill
Connecticut
$907K +$869K 1 0.01% New
693
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$902K -$175K 1 0.17% Reduced
694
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$902K +$84.9K 1 0.14% Increased
695
Clearstead Advisors
Clearstead Advisors
Ohio
$901K +$355 1 0.13% Increased
696
Callahan Advisors
Callahan Advisors
Texas
$894K -$137K 1 0.2% Reduced
697
CA
Cornerstone Advisors
North Carolina
$890K +$852K 1 0.16% New
698
HH
HWG Holdings
Texas
$889K +$855K 1 1.12% New
699
CK
Cohen Klingenstein
New York
$885K $0 1 0.14% Maintained
700
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$879K $0 1 0.04% Maintained