← 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	FM Forward Management San Francisco, California	$982K	-$55.5K	1	0.11%	Reduced
702	BAS Brown Advisory Securities Baltimore, Maryland	$979K	+$504K	2	0.21%	Increased
703	Independent Advisor Alliance Charlotte, North Carolina	$978K	-$592K	2	0.27%	Reduced
704	Park National Corp Newark, Ohio	$978K	-$906	1	0.06%	Reduced
705	Dai-ichi Life Insurance Company Tokyo, Japan	$954K	-$1.8M	2	0.02%	Reduced
706	Clearstead Advisors Cleveland, Ohio	$946K	-$11.1K	1	0.12%	Reduced
707	IRF IBM Retirement Fund Armonk, New York	$946K	+$17.5K	1	0.17%	Increased
708	BWM BerganKDV Wealth Management Bloomington, Minnesota	$943K	+$10.3K	1	0.24%	Increased
709	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$942K	-$40K	2	0.33%	Reduced
710	CONA Capital One National Association New York	$938K	+$635K	1	0.07%	Increased
711	Global X Management Company New York	$932K	+$107K	2	0.03%	Increased
712	MAG Millrace Asset Group Berwyn, Pennsylvania	$929K	-$467K	1	0.87%	Reduced
713	CA Callahan Advisors Houston, Texas	$924K	-$7.7K	1	0.19%	Reduced
714	MSAM Moloney Securities Asset Management Manchester, Missouri	$923K	-$8.3K	1	0.41%	Reduced
715	Cornerstone Investment Partners Atlanta, Georgia	$916K	+$4.91K	1	0.04%	Increased
716	ARK Investment Management St. Petersburg, Florida	$911K	+$255K	1	0.11%	Increased
717	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$908K	-$31.8K	1	0.16%	Reduced
718	Bank of Nova Scotia Toronto, Ontario, Canada	$904K	-$1.66M	1	0.01%	Reduced
719	WIP Wellesley Investment Partners Wellesley, Massachusetts	$904K	-$34.6K	1	0.37%	Reduced
720	WPP Whalerock Point Partners Providence, Rhode Island	$900K	$0	1	0.32%	Maintained
721	MAM Meeder Asset Management Dublin, Ohio	$897K	-$4.65M	3	0.1%	Reduced
722	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$894K	-$1.51K	1	0.12%	Reduced
723	NB NBT Bank Norwich, New York	$893K	-$22K	1	0.14%	Reduced
724	VNA Valley National Advisers Bethlehem, Pennsylvania	$893K	-$48K	2	0.31%	Reduced
725	Segall Bryant & Hamill Chicago, Illinois	$884K	-$2.04K	1	0.02%	Reduced