← 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	ICOA Investment Centers of America Bismarck, North Dakota	$1.23M	-$276K	1	0.09%	Reduced
677	Caprock Group Boise, Idaho	$1.21M	-$34.5K	2	0.27%	Reduced
678	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$1.21M	+$1.18M	1	0.08%	New
679	PCM Prelude Capital Management New York	$1.18M	+$156K	3	0.11%	Increased
680	CA Cornerstone Advisors Asheville, North Carolina	$1.17M	+$229K	1	0.21%	Increased
681	Smithfield Trust Pittsburgh, Pennsylvania	$1.16M	-$37.4K	2	0.17%	Reduced
682	Wealthspire Advisors (Maryland) Potomac, Maryland	$1.16M	+$581K	4	0.14%	Increased
683	BBI Baxter Bros Inc Riverside, Connecticut	$1.15M	$0	1	0.34%	Maintained
684	VIA Virtus Investment Advisers Hartford, Connecticut	$1.14M	-$153K	1	0.11%	Reduced
685	GVT Genesee Valley Trust Pittsford, New York	$1.13M	-$58.6K	2	0.48%	Reduced
686	GC Gratry & Company Beachwood, Ohio	$1.13M	-$1.68M	1	1.38%	Reduced
687	AL Airain Ltd St. Peter Port, Guernsey	$1.12M	+$1.24M	2	0.05%	New
688	LMR Partners London, United Kingdom	$1.12M	+$463K	2	0.07%	Increased
689	WA WealthTrust Axiom Wayne, Pennsylvania	$1.11M	-$57.5K	1	0.42%	Reduced
690	BPM Bowling Portfolio Management Cincinnati, Ohio	$1.11M	+$184K	1	0.16%	Increased
691	WMC Westwood Management Corporation Chicago, Illinois	$1.1M	$0	1	0.17%	Maintained
692	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$1.1M	+$1.24M	1	0.08%	New
693	SM Sciencast Management Princeton, New Jersey	$1.1M	+$1.18M	2	0.61%	New
694	Engineers Gate Manager New York	$1.09M	+$1.12M	2	0.1%	New
695	CC Cipher Capital New York	$1.09M	+$1.07M	1	0.09%	New
696	AIM Assured Investment Management New York	$1.09M	-$11.5K	1	0.02%	Reduced
697	Wolverine Trading Chicago, Illinois	$1.09M	+$1.16M	2	0.01%	Increased
698	TFA Toth Financial Advisory Leesburg, Virginia	$1.06M	-$45.4K	1	0.28%	Reduced
699	PL Polianta Ltd St Helier, Jersey	$1.06M	$0	1	0.44%	Maintained
700	FM Forward Management San Francisco, California	$1.05M	-$21K	1	0.09%	Reduced