← 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	Brighton Jones LLC Seattle, Washington	$349K	+$341K	1	0.09%	New
727	FTC Farmers Trust Company Youngstown, Ohio	$347K	$0	1	0.13%	Maintained
728	Laird Norton Wetherby Wealth Management San Francisco, California	$345K	+$46.7K	1	0.11%	Increased
729	BFIM Beese Fulmer Investment Management Canton, Ohio	$339K	+$42K	1	0.13%	Increased
730	VCAM Van Cleef Asset Management Beachwood, Ohio	$339K	+$33.6K	1	0.17%	Increased
731	MCM Manchester Capital Management Manchester, Vermont	$334K	-$6.11K	1	0.06%	Reduced
732	GVT Genesee Valley Trust Pittsford, New York	$333K	-$331K	1	0.25%	Reduced
733	TFA Transamerica Financial Advisors St. Petersburg, Florida	$333K	-$15.8K	1	0.04%	Reduced
734	WIM Wilen Investment Management Bonita Springs, Florida	$329K	$0	1	0.22%	Maintained
735	I IberiaBank Lafayette, Louisiana	$320K	+$13.4K	1	0.21%	Increased
736	NAM NorthCoast Asset Management Greenwich, Connecticut	$320K	-$410K	1	0.02%	Reduced
737	Stock Yards Bank & Trust Louisville, Kentucky	$320K	-$176K	1	0.05%	Reduced
738	MSI Financial Services Springfield, Massachusetts	$318K	+$189K	2	0.06%	Increased
739	GA Geneva Advisors Chicago, Illinois	$315K	-$28.1K	1	0.01%	Reduced
740	Virginia Retirement Systems Richmond, Virginia	$315K	-$847K	1	0.01%	Reduced
741	CIM Calvert Investment Management Bethesda, Maryland	$314K	-$9.67K	1	0.04%	Reduced
742	ZCM Zebra Capital Management Stamford, Connecticut	$312K	-$359K	1	0.24%	Reduced
743	ECM Endex Capital Management Overland Park, Kansas	$310K	$0	1	0.32%	Maintained
744	Epoch Investment Partners New York	$305K	+$18.1K	1	0%	Increased
745	NG NatWest Group Edinburgh, Scotland, United Kingdom	$304K	-$27.8K	1	0.01%	Reduced
746	HM Harvest Management New York	$303K	+$67.2K	1	0.32%	Increased
747	ST Spinnaker Trust Portland, Maine	$298K	$0	1	0.05%	Maintained
748	Wedbush Securities Los Angeles, California	$297K	-$2.29K	2	0.08%	Reduced
749	MJP Michael J. Puzo	$296K	-$13.4K	1	0.25%	Reduced
750	MBT Montecito Bank & Trust Santa Barbara, California	$291K	-$29.1K	1	0.19%	Reduced