← 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	NB NBT Bank Norwich, New York	$812K	+$19K	1	0.14%	Increased
702	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$810K	-$59.6K	2	0.35%	Reduced
703	BWM BerganKDV Wealth Management Bloomington, Minnesota	$798K	+$81.9K	1	0.27%	Increased
704	Cornerstone Investment Partners Atlanta, Georgia	$796K	-$19.3M	1	0.03%	Reduced
705	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$793K	-$6.56K	1	0.24%	Reduced
706	FIM Fruth Investment Management Houston, Texas	$791K	$0	1	0.36%	Maintained
707	Wolverine Asset Management Chicago, Illinois	$791K	+$774K	1	0.01%	New
708	WPP Whalerock Point Partners Providence, Rhode Island	$787K	+$78.7K	1	0.31%	Increased
709	Segall Bryant & Hamill Chicago, Illinois	$774K	+$25.6K	1	0.02%	Increased
710	CB Chemical Bank Detroit, Michigan	$771K	+$20.9K	1	0.09%	Increased
711	CK Cohen Klingenstein New York	$757K	$0	1	0.13%	Maintained
712	NAM NorthCoast Asset Management Greenwich, Connecticut	$757K	+$708K	1	0.08%	New
713	Freestone Capital Holdings Seattle, Washington	$743K	$0	1	0.06%	Maintained
714	IFS Ifrah Financial Services Little Rock, Arkansas	$738K	-$22.9K	1	0.3%	Reduced
715	PCM Princeton Capital Management Red Bank, New Jersey	$736K	+$720K	1	1.06%	New
716	Laird Norton Wetherby Wealth Management San Francisco, California	$732K	+$44.9K	1	0.14%	Increased
717	ZF Zhang Financial Portage, Michigan	$732K	$0	1	0.4%	Maintained
718	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$731K	$0	1	0.35%	Maintained
719	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$726K	+$710K	1	0.58%	New
720	DSI Daiwa SB Investments Tokyo, Japan	$724K	+$714K	1	0.19%	New
721	WIP Wellesley Investment Partners Wellesley, Massachusetts	$721K	+$9.45K	1	0.35%	Increased
722	HAM Highstreet Asset Management London, Ontario, Canada	$719K	+$703K	1	0.25%	New
723	PA Probity Advisors Dallas, Texas	$715K	-$57.4K	1	0.3%	Reduced
724	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$703K	-$264K	1	0.2%	Reduced
725	BPM Bowling Portfolio Management Cincinnati, Ohio	$696K	-$89.9K	1	0.1%	Reduced