← 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	WRM Westport Resources Management Westport, Connecticut	$589K	-$101K	2	0.19%	Reduced
702	VNA Valley National Advisers Bethlehem, Pennsylvania	$588K	+$108K	1	0.32%	Increased
703	CFN Cordasco Financial Network Naples, Florida	$581K	-$492K	1	0.65%	Reduced
704	SI SII Investments Appleton, Wisconsin	$578K	+$16.8K	1	0.05%	Increased
705	NERM New England Research & Management Chicago, Illinois	$577K	-$4.14K	1	0.49%	Reduced
706	CIBC World Market Toronto, Ontario, Canada	$573K	-$178K	1	0%	Reduced
707	WIA Westbourne Investment Advisors Annapolis, Maryland	$572K	-$138K	1	0.55%	Reduced
708	ECM Everence Capital Management Goshen, Indiana	$566K	$0	1	0.18%	Maintained
709	Pacer Advisors Malvern, Pennsylvania	$565K	+$499K	1	0.13%	New
710	Quantbot Technologies New York	$565K	+$212K	3	0.09%	Increased
711	BWM BerganKDV Wealth Management Bloomington, Minnesota	$563K	+$497K	1	0.34%	New
712	QIM Quantitative Investment Management Charlottesville, Virginia	$560K	+$116K	1	0.03%	Increased
713	ACM Argentus Capital Management Dallas, Texas	$554K	+$234K	1	0.2%	Increased
714	Laird Norton Wetherby Wealth Management San Francisco, California	$552K	+$132K	1	0.13%	Increased
715	Azimuth Capital Management Bloomfield Hills, Michigan	$551K	$0	1	0.05%	Maintained
716	RU RobecoSam USA New York	$551K	-$531K	2	0.71%	Reduced
717	Bank of Nova Scotia Toronto, Ontario, Canada	$542K	+$1.1K	1	0%	Increased
718	Busey Bank Urbana, Illinois	$538K	$0	1	0.07%	Maintained
719	ACM Alethea Capital Management Mercer Island, Washington	$532K	$0	1	0.59%	Maintained
720	CCM Cutler Capital Management Worcester, Massachusetts	$531K	+$138K	1	0.25%	Increased
721	IIC Ironwood Investment Counsel Scottsdale, Arizona	$531K	$0	1	0.28%	Maintained
722	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$529K	+$11K	1	0.11%	Increased
723	Sageworth Trust Lancaster, Pennsylvania	$528K	+$23.5K	1	0.13%	Increased
724	Salem Investment Counselors Winston Salem, North Carolina	$526K	+$118K	1	0.07%	Increased
725	RIM Regent Investment Management Louisville, Kentucky	$518K	-$386K	1	0.29%	Reduced