← 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	AMIM Aull & Monroe Investment Management Mobile, Alabama	$1.04M	$0	1	0.56%	Maintained
702	DTL Dynamic Technology Lab Singapore	$1.04M	+$545K	1	0.2%	Increased
703	CTA Chesley Taft & Associates Chicago, Illinois	$1.03M	-$602K	1	0.09%	Reduced
704	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.03M	-$166K	1	0.13%	Reduced
705	CBB Citizens Business Bank Ontario, California	$1.02M	-$373K	1	0.17%	Reduced
706	CB Chemical Bank Detroit, Michigan	$1.02M	+$59.4K	1	0.11%	Increased
707	COI Connable Office Inc Kalamazoo, Michigan	$1.01M	$0	2	0.22%	Maintained
708	DVM Dreman Value Management West Palm Beach, Florida	$1.01M	-$76.1K	2	0.56%	Reduced
709	Trexquant Investment Stamford, Connecticut	$1M	+$1.07M	2	0.27%	New
710	Park National Corp Newark, Ohio	$992K	+$38.1K	1	0.06%	Increased
711	1GA 1st Global Advisors Dallas, Texas	$991K	+$161K	2	0.11%	Increased
712	Ronald Blue & Co Roswell, Georgia	$989K	-$983	2	0.03%	Reduced
713	Capstone Investment Advisors New York	$985K	+$209K	2	0.03%	Increased
714	EI EDMP Inc Lutz, Florida	$983K	-$81.9K	1	0.91%	Reduced
715	Catalyst Capital Advisors Huntington, New York	$977K	+$1.1M	2	0.04%	New
716	Commerzbank Aktiengesellschaft Frankfurt, Germany	$975K	-$872K	2	0.02%	Reduced
717	Clearstead Advisors Cleveland, Ohio	$970K	+$24K	1	0.14%	Increased
718	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$969K	+$56.4K	2	0.36%	Increased
719	VNA Valley National Advisers Bethlehem, Pennsylvania	$955K	-$72.5K	1	0.34%	Reduced
720	IRF IBM Retirement Fund Armonk, New York	$953K	+$446K	1	0.18%	Increased
721	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$953K	+$6.86K	1	0.17%	Increased
722	WIP Wellesley Investment Partners Wellesley, Massachusetts	$952K	+$47.6K	1	0.4%	Increased
723	BWM BerganKDV Wealth Management Bloomington, Minnesota	$945K	-$32.2K	1	0.27%	Reduced
724	Capital Analysts LLC Fort Washington, Pennsylvania	$944K	+$69.3K	1	0.13%	Increased
725	CA Callahan Advisors Houston, Texas	$944K	+$5.71K	1	0.21%	Increased