← 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	Busey Bank Urbana, Illinois	$448K	-$2.11K	1	0.06%	Reduced
702	Annex Advisory Services Brookfield, Wisconsin	$446K	$0	1	0.13%	Maintained
703	CIC Cornercap Investment Counsel Atlanta, Georgia	$443K	+$461K	1	0.08%	New
704	ACM Alethea Capital Management Mercer Island, Washington	$442K	+$460K	1	0.51%	New
705	IIC Ironwood Investment Counsel Scottsdale, Arizona	$442K	$0	1	0.25%	Maintained
706	Choate Investment Advisors Boston, Massachusetts	$435K	+$84.1K	1	0.03%	Increased
707	FM Forward Management San Francisco, California	$435K	-$64.8K	1	0.04%	Reduced
708	Edmond de Rothschild Holding Chambesy, Switzerland	$434K	-$5.48M	2	0.01%	Reduced
709	HL HeadInvest LLC Portland, Maine	$430K	-$70.9K	1	0.17%	Reduced
710	NL NWAM LLC Mercer Island, Washington	$430K	+$448K	1	0.18%	New
711	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$429K	-$9.86K	1	0.09%	Reduced
712	Wealthspire Advisors (Maryland) Potomac, Maryland	$429K	+$437K	2	0.08%	New
713	FNB Farmers National Bank Danville, Kentucky	$424K	+$442K	1	0.31%	New
714	WCA Westover Capital Advisors Wilmington, Delaware	$424K	+$413K	1	0.35%	New
715	BAC Boys Arnold & Co Asheville, North Carolina	$417K	+$205K	1	0.05%	Increased
716	Sageworth Trust Lancaster, Pennsylvania	$417K	$0	1	0.1%	Maintained
717	COI Connable Office Inc Kalamazoo, Michigan	$415K	-$1.8M	1	0.12%	Reduced
718	Analytic Investors Los Angeles, California	$414K	-$131K	1	0.01%	Reduced
719	GCIA Gabelli & Co Investment Advisers Rye, New York	$411K	$0	1	0.05%	Maintained
720	AAM Azzad Asset Management Falls Church, Virginia	$408K	+$1.25K	1	0.2%	Increased
721	BFIM Beese Fulmer Investment Management Canton, Ohio	$403K	$0	1	0.12%	Maintained
722	FIM Fruth Investment Management Houston, Texas	$399K	-$12.6K	1	0.2%	Reduced
723	Loews Corp New York	$394K	-$69K	1	0%	Reduced
724	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$392K	$0	1	0.06%	Maintained
725	WP WMS Partners Towson, Maryland	$392K	+$7.58K	1	0.06%	Increased