← 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	SGH Schonfeld Group Holdings Jericho, New York	$435K	+$500K	1	0.23%	New
702	PAM PartnerRe Asset Management Greenwich, Connecticut	$434K	+$1.42K	1	0.07%	Increased
703	BLB&B Advisors Montgomeryville, Pennsylvania	$433K	$0	1	0.1%	Maintained
704	EI EDMP Inc Lutz, Florida	$432K	+$182K	1	0.44%	Increased
705	Pekin Hardy Strauss Chicago, Illinois	$431K	+$496K	1	0.1%	New
706	Barings Charlotte, North Carolina	$427K	-$71.4K	1	0.01%	Reduced
707	QS Investors New York	$426K	$0	1	0%	Maintained
708	Waters Parkerson & Co New Orleans, Louisiana	$424K	-$23.2K	1	0.05%	Reduced
709	Swiss Life Asset Management Zurich,	$416K	+$479K	1	0.02%	New
710	Skylands Capital Milwaukee, Wisconsin	$416K	-$1.61M	1	0.06%	Reduced
711	Sageworth Trust Lancaster, Pennsylvania	$411K	$0	1	0.12%	Maintained
712	FIM Fruth Investment Management Houston, Texas	$405K	+$25.7K	1	0.21%	Increased
713	Gabelli & Co Investment Advisers Rye, New York	$405K	-$88.6K	1	0.06%	Reduced
714	Azzad Asset Management Falls Church, Virginia	$401K	+$9.6K	1	0.21%	Increased
715	Holderness Investments Company Greensboro, North Carolina	$399K	-$15.4K	1	0.42%	Reduced
716	Beese Fulmer Investment Management Canton, Ohio	$397K	+$88.6K	1	0.13%	Increased
717	Magnetar Financial Evanston, Illinois	$397K	+$457K	1	0.01%	New
718	Campbell & Co Investment Adviser Baltimore, Maryland	$387K	+$396K	1	0.26%	New
719	SAM Sentinel Asset Management Montpelier, Vermont	$385K	+$443K	1	0.01%	New
720	Argent Trust Co Nashville, Tennessee	$384K	+$11.2K	1	0.22%	Increased
721	NAM North American Management Boston, Massachusetts	$383K	-$94.5K	1	0.06%	Reduced
722	WMS Partners Towson, Maryland	$379K	-$97.1K	1	0.06%	Reduced
723	Advisory Services Network Atlanta, Georgia	$373K	-$317K	2	0.11%	Reduced
724	PineBridge Investments New York	$369K	+$33.6K	2	0.02%	Increased
725	Reynders McVeigh Capital Management Boston, Massachusetts	$369K	$0	1	0.06%	Maintained