← 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	AF Aldebaran Financial	$586K	-$92.1K	1	0.51%	Reduced
702	South Texas Money Management San Antonio, Texas	$582K	+$3.83K	1	0.04%	Increased
703	Envestnet Asset Management Chicago, Illinois	$574K	-$18.3K	3	0.01%	Reduced
704	Barings Charlotte, North Carolina	$573K	$0	1	0.02%	Maintained
705	KT Kanaly Trust Houston, Texas	$573K	-$29K	1	0.11%	Reduced
706	PineBridge Investments New York	$571K	-$40.8K	2	0.02%	Reduced
707	CAM Cortina Asset Management Milwaukee, Wisconsin	$570K	+$607K	1	0.02%	New
708	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$570K	+$1.1K	1	0%	Increased
709	Heritage Investors Management Corp Bethesda, Maryland	$569K	-$3.46K	1	0.05%	Reduced
710	SIM SSI Investment Management Los Angeles, California	$569K	-$875K	1	0.06%	Reduced
711	BCM Birmingham Capital Management Birmingham, Alabama	$557K	+$8.58K	1	0.21%	Increased
712	1GA 1st Global Advisors Dallas, Texas	$555K	-$8.32K	1	0.1%	Reduced
713	Tudor Investment Corp Stamford, Connecticut	$555K	-$7.09M	2	0.02%	Reduced
714	AWA ARS Wealth Advisors St. Petersburg, Florida	$550K	+$147	1	0.33%	Increased
715	RT Rockland Trust Hanover, Massachusetts	$550K	+$9.21K	1	0.13%	Increased
716	SGAM Steinberg Global Asset Management Boca Raton, Florida	$537K	+$30.6K	1	0.13%	Increased
717	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$536K	-$24.3K	1	0.18%	Reduced
718	AWCI Alpine Woods Capital Investors Purchase, New York	$535K	+$252K	1	0.03%	Increased
719	FNB First Niagara Bank Lockport, New York	$535K	-$19.4K	1	0.11%	Reduced
720	Bank of Nova Scotia Toronto, Ontario, Canada	$533K	+$39.4K	1	0%	Increased
721	GA Geneva Advisors Chicago, Illinois	$533K	+$180K	1	0.01%	Increased
722	Crawford Investment Counsel Atlanta, Georgia	$530K	-$19.9K	1	0.02%	Reduced
723	Choate Investment Advisors Boston, Massachusetts	$529K	-$26.1K	1	0.03%	Reduced
724	TFA Transamerica Financial Advisors St. Petersburg, Florida	$523K	+$12.5K	1	0.05%	Increased
725	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$521K	-$12.7K	1	0.15%	Reduced