← 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
701	FHC First Heartland Consultants Lake St. Louis, Missouri	$341K	+$317K	1	0.2%	New
702	BA Boston Advisors Boston, Massachusetts	$340K	+$349K	1	0.02%	New
703	HL Financial Services Louisville, Kentucky	$338K	+$323K	1	0.01%	New
704	WI Wedgewood Investors Erie, Pennsylvania	$337K	+$322K	1	0.43%	New
705	AP Advisor Partners Walnut Creek, California	$336K	+$322K	1	0.28%	New
706	TFA Transamerica Financial Advisors St. Petersburg, Florida	$334K	+$319K	1	0.05%	New
707	FTC Farmers Trust Company Youngstown, Ohio	$332K	+$318K	1	0.13%	New
708	GA Geneva Advisors Chicago, Illinois	$328K	+$315K	1	0.01%	New
709	BBI Baxter Bros Inc Riverside, Connecticut	$327K	+$314K	1	0.2%	New
710	CCA Cobblestone Capital Advisors Rochester, New York	$326K	+$313K	1	0.07%	New
711	MCM Manchester Capital Management Manchester, Vermont	$325K	+$311K	1	0.06%	New
712	AHC Adell Harriman & Carpenter Houston, Texas	$323K	+$309K	1	0.12%	New
713	COI Connable Office Inc Kalamazoo, Michigan	$320K	+$307K	1	0.09%	New
714	NG NatWest Group Edinburgh, Scotland, United Kingdom	$317K	+$304K	1	0%	New
715	RU RobecoSam USA New York	$313K	+$322K	1	0.44%	New
716	WIM Wilen Investment Management Bonita Springs, Florida	$312K	+$303K	1	0.23%	New
717	CIM Calvert Investment Management Bethesda, Maryland	$309K	+$296K	1	0.04%	New
718	NCA NCM Capital Advisers Durham, North Carolina	$309K	+$296K	1	0.29%	New
719	Bessemer Group Woodbridge, New Jersey	$307K	+$294K	2	0%	New
720	MBT Montecito Bank & Trust Santa Barbara, California	$306K	+$293K	1	0.21%	New
721	ECM Endex Capital Management Overland Park, Kansas	$296K	+$284K	1	0.32%	New
722	Grimes & Company Westborough, Massachusetts	$296K	+$284K	1	0.11%	New
723	IRS Invictus RG (Singapore) Singapore	$296K	+$276K	1	0.33%	New
724	MJP Michael J. Puzo	$296K	+$284K	1	0.26%	New
725	I IberiaBank Lafayette, Louisiana	$292K	+$280K	1	0.22%	New