← 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
726	VCAM Van Cleef Asset Management Beachwood, Ohio	$291K	+$279K	1	0.15%	New
727	PG Portola Group San Jose, California	$290K	+$277K	1	0.19%	New
728	Bartlett & Co Cincinnati, Ohio	$289K	+$277K	1	0.02%	New
729	Wedbush Securities Los Angeles, California	$288K	+$275K	2	0.08%	New
730	RCM Reynolds Capital Management Las Vegas, Nevada	$286K	+$270K	2	0.21%	New
731	ACM Aviance Capital Management Sarasota, Florida	$284K	+$272K	1	0.16%	New
732	Boston Trust Walden Boston, Massachusetts	$284K	+$272K	1	0%	New
733	Laird Norton Wetherby Wealth Management San Francisco, California	$284K	+$272K	1	0.1%	New
734	ST Spinnaker Trust Portland, Maine	$284K	+$272K	1	0.05%	New
735	BFIM Beese Fulmer Investment Management Canton, Ohio	$283K	+$271K	1	0.12%	New
736	Hancock Whitney Gulfport, Mississippi	$281K	+$269K	1	0.01%	New
737	Capstone Investment Advisors New York	$277K	+$266K	1	0%	New
738	LI LMCG Investments Boston, Massachusetts	$277K	+$265K	1	0.01%	New
739	Dana Investment Advisors Waukesha, Wisconsin	$276K	+$264K	1	0.02%	New
740	Epoch Investment Partners New York	$274K	+$262K	1	0%	New
741	GC Globeflex Capital San Diego, California	$268K	+$276K	1	0.04%	New
742	LC Lakeshore Capital Birmingham, Alabama	$264K	+$252K	1	0.25%	New
743	GAM Griffin Asset Management New York	$263K	+$252K	1	0.1%	New
744	III Independent Investors Inc Nesconset, New York	$263K	+$252K	1	0.15%	New
745	TCM Tufton Capital Management Hunt Valley, Maryland	$263K	+$252K	1	0.06%	New
746	PIM Penobscot Investment Management Boston, Massachusetts	$262K	+$251K	1	0.11%	New
747	CA Continental Advisors Park City, Utah	$261K	+$250K	1	0.07%	New
748	GMIM General Motors Investment Management New York	$260K	+$267K	1	0.02%	New
749	Verition Fund Management Greenwich, Connecticut	$259K	+$248K	1	0.05%	New
750	MRCM M&R Capital Management Summit, New Jersey	$255K	+$245K	1	0.07%	New