← 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	CK Cohen Klingenstein New York	$639K	$0	1	0.11%	Maintained
702	AIM Assured Investment Management New York	$636K	+$472K	1	0.01%	Increased
703	GCIA Gabelli & Co Investment Advisers Rye, New York	$634K	$0	1	0.09%	Maintained
704	GVT Genesee Valley Trust Pittsford, New York	$624K	+$291K	2	0.4%	Increased
705	Azimuth Capital Management Bloomfield Hills, Michigan	$618K	-$14.1K	1	0.06%	Reduced
706	SAM Silverback Asset Management Chapel Hill, North Carolina	$616K	+$754K	1	0.08%	New
707	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$615K	-$4.06M	2	0.14%	Reduced
708	NAM North American Management Boston, Massachusetts	$612K	$0	1	0.11%	Maintained
709	TC TFS Capital West Chester, Pennsylvania	$612K	-$818K	1	0.06%	Reduced
710	ECM Everence Capital Management Goshen, Indiana	$611K	$0	1	0.2%	Maintained
711	WP WMS Partners Towson, Maryland	$610K	-$7.41K	1	0.07%	Reduced
712	O'Shaughnessy Asset Management Stamford, Connecticut	$607K	+$407K	1	0.01%	Increased
713	AHC Adell Harriman & Carpenter Houston, Texas	$597K	+$84.7K	1	0.15%	Increased
714	CS Comerica Securities Detroit, Michigan	$591K	+$44.2K	1	0.15%	Increased
715	CAS Cue Advisory Services Phoenix, Arizona	$587K	+$58.1K	1	0.55%	Increased
716	Busey Bank Urbana, Illinois	$583K	$0	1	0.08%	Maintained
717	CIA Capital Impact Advisors Boston, Massachusetts	$583K	$0	1	0.26%	Maintained
718	IIC Ironwood Investment Counsel Scottsdale, Arizona	$574K	$0	1	0.29%	Maintained
719	NGA Naples Global Advisors Naples, Florida	$574K	$0	1	0.28%	Maintained
720	BlueCrest Capital Management St Helier, Jersey	$571K	-$4.8M	1	0.02%	Reduced
721	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$569K	+$24.4K	1	0.12%	Increased
722	PAM PartnerRe Asset Management Greenwich, Connecticut	$569K	-$114K	1	0.11%	Reduced
723	Bank of Nova Scotia Toronto, Ontario, Canada	$568K	+$23.8K	1	0%	Increased
724	PCM Piermont Capital Management St. Louis, Missouri	$566K	+$559K	1	0.17%	New
725	QS Investors New York	$560K	-$2.81M	1	0.01%	Reduced