← 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	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.18M	-$213K	2	0.26%	Reduced
677	KI Koch Industries Wichita, Kansas	$1.17M	+$172K	2	0.28%	Increased
678	Wealthspire Advisors (Maryland) Potomac, Maryland	$1.16M	+$7.07K	4	0.13%	Increased
679	GVT Genesee Valley Trust Pittsford, New York	$1.15M	-$11.9K	2	0.47%	Reduced
680	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.15M	-$137K	1	1.29%	Reduced
681	CIM Corbyn Investment Management Lutherville, Maryland	$1.14M	-$72.1K	1	0.36%	Reduced
682	PP Patten & Patten Chattanooga, Tennessee	$1.12M	-$233K	1	0.12%	Reduced
683	HAM Highstreet Asset Management London, Ontario, Canada	$1.12M	-$134K	1	0.11%	Reduced
684	COI Connable Office Inc Kalamazoo, Michigan	$1.12M	-$67.3K	2	0.23%	Reduced
685	BIC Bridges Investment Counsel Omaha, Nebraska	$1.11M	-$2.4M	1	0.62%	Reduced
686	Sigma Planning Corp Ann Arbor, Michigan	$1.11M	-$1.99M	1	0.09%	Reduced
687	WA WealthTrust Axiom Wayne, Pennsylvania	$1.09M	-$44K	1	0.41%	Reduced
688	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.05M	-$454K	1	0.46%	Reduced
689	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.03M	$0	1	0.53%	Maintained
690	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.02M	+$755	1	0.12%	Increased
691	IndexIQ Advisors New York	$1.02M	+$417K	1	0.04%	Increased
692	AGF Investments Inc Toronto, Ontario, Canada	$1.02M	$0	1	0.01%	Maintained
693	TIAA FSB Jacksonville, Florida	$1.02M	+$1,000K	1	0.01%	New
694	VIA Virtus Investment Advisers Hartford, Connecticut	$1.01M	-$114K	1	0.11%	Reduced
695	CBB Citizens Business Bank Ontario, California	$1.01M	$0	1	0.17%	Maintained
696	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$1M	-$41.3K	1	0.13%	Reduced
697	BUB BBVA USA Bancshares Houston, Texas	$1M	-$68.9K	1	0.07%	Reduced
698	Capital Analysts LLC Fort Washington, Pennsylvania	$1M	+$40.2K	1	0.13%	Increased
699	CB Chemical Bank Detroit, Michigan	$991K	-$11.4K	1	0.11%	Reduced
700	EI EDMP Inc Lutz, Florida	$983K	+$12.9K	1	0.89%	Increased