← 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	SB Simmons Bank Pine Bluff, Arkansas	$567K	-$24.6K	1	0.06%	Reduced
702	PineBridge Investments New York	$558K	+$65.9K	3	0.03%	Increased
703	SMH Sanders Morris Harris Houston, Texas	$547K	+$524K	1	0.13%	New
704	ECM Everence Capital Management Goshen, Indiana	$541K	$0	1	0.17%	Maintained
705	Moneta Group Investment Advisors St Louis, Missouri	$541K	+$102K	1	0.12%	Increased
706	WRM Westport Resources Management Westport, Connecticut	$537K	-$85.8K	2	0.17%	Reduced
707	SMC Smith, Moore & Co Clayton, Missouri	$524K	+$409K	1	0.22%	Increased
708	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$523K	-$4.39M	1	0.05%	Reduced
709	QIM Quantitative Investment Management Charlottesville, Virginia	$523K	-$82.3K	1	0.02%	Reduced
710	RIL Rothschild Investment LLC Chicago, Illinois	$522K	-$597K	1	0.07%	Reduced
711	PPCM Pillar Pacific Capital Management Pacifica, California	$520K	$0	1	0.09%	Maintained
712	CS Comerica Securities Detroit, Michigan	$518K	+$107K	2	0.11%	Increased
713	Busey Bank Urbana, Illinois	$511K	-$3.07K	1	0.07%	Reduced
714	IIC Ironwood Investment Counsel Scottsdale, Arizona	$508K	$0	1	0.3%	Maintained
715	CFN Cordasco Financial Network Naples, Florida	$507K	-$49.1K	1	0.58%	Reduced
716	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$505K	+$676	1	0.1%	Increased
717	NERM New England Research & Management Chicago, Illinois	$505K	-$47.6K	1	0.43%	Reduced
718	ETrade Capital Management Arlington, Virginia	$501K	+$521K	2	0.03%	New
719	Salem Investment Counselors Winston Salem, North Carolina	$500K	-$2.46K	1	0.06%	Reduced
720	Oberweis Asset Management Lisle, Illinois	$499K	+$210K	1	0.15%	Increased
721	WIA Westbourne Investment Advisors Annapolis, Maryland	$498K	-$49.1K	1	0.45%	Reduced
722	ACM Alethea Capital Management Mercer Island, Washington	$496K	-$12.3K	1	0.68%	Reduced
723	RIM Regent Investment Management Louisville, Kentucky	$495K	$0	1	0.27%	Maintained
724	Advisory Services Network Atlanta, Georgia	$494K	+$119K	2	0.11%	Increased
725	HL HeadInvest LLC Portland, Maine	$482K	-$12.3K	1	0.18%	Reduced