← 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	Avalon Investment & Advisory Houston, Texas	$520K	+$510K	1	0.03%	New
727	Brown Brothers Harriman & Co New York	$520K	-$2.16M	1	0%	Reduced
728	CT Cambridge Trust Cambridge, Massachusetts	$520K	-$221	1	0.05%	Reduced
729	FIM Fruth Investment Management Houston, Texas	$507K	-$5.67K	1	0.24%	Reduced
730	CK Cohen Klingenstein New York	$505K	$0	1	0.1%	Maintained
731	BAS Brown Advisory Securities Baltimore, Maryland	$503K	+$14.2K	1	0.2%	Increased
732	WTB Washington Trust Bank Spokane, Washington	$502K	+$442K	1	0.11%	Increased
733	CCM CrestPoint Capital Management Four Seasons, Missouri	$500K	-$2.95K	1	0.31%	Reduced
734	HH Hilltop Holdings Dallas, Texas	$486K	+$49.3K	1	0.24%	Increased
735	AP Advisor Partners Walnut Creek, California	$485K	+$23.6K	1	0.27%	Increased
736	Atria Investments Charlotte, North Carolina	$485K	+$59K	1	0.05%	Increased
737	GGPS Gary Goldberg Planning Services Suffern, New York	$476K	+$167K	1	0.23%	Increased
738	LPT Legacy Private Trust Neenah, Wisconsin	$475K	$0	2	0.08%	Maintained
739	MCM McKinley Capital Management Anchorage, Alaska	$474K	-$66K	1	0.02%	Reduced
740	HL Financial Services Louisville, Kentucky	$473K	-$39.9K	1	0.01%	Reduced
741	HIC Harvey Investment Company Louisville, Kentucky	$469K	-$73.7K	1	0.12%	Reduced
742	BFIM Beese Fulmer Investment Management Canton, Ohio	$455K	+$66.3K	1	0.16%	Increased
743	MWR McAdams Wright Ragen Seattle, Washington	$455K	-$131K	2	0.03%	Reduced
744	Salem Investment Counselors Winston Salem, North Carolina	$451K	$0	1	0.06%	Maintained
745	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$446K	-$36.8K	1	0.05%	Reduced
746	Moore Capital Management New York	$444K	+$435K	1	0.01%	New
747	RIL Rothschild Investment LLC Chicago, Illinois	$444K	$0	1	0.06%	Maintained
748	First Manhattan New York	$441K	+$34.2K	2	0%	Increased
749	NGA Naples Global Advisors Naples, Florida	$440K	+$108K	1	0.27%	Increased
750	BBI Baxter Bros Inc Riverside, Connecticut	$439K	$0	1	0.2%	Maintained