← 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	Crawford Investment Counsel Atlanta, Georgia	$535K	-$9.05K	1	0.02%	Reduced
727	FNB First Niagara Bank Lockport, New York	$534K	-$14.8K	1	0.11%	Reduced
728	AWA ARS Wealth Advisors St. Petersburg, Florida	$529K	-$34.4K	1	0.26%	Reduced
729	KT Kanaly Trust Houston, Texas	$525K	-$61.5K	1	0.1%	Reduced
730	Choate Investment Advisors Boston, Massachusetts	$523K	-$20.2K	1	0.03%	Reduced
731	Atria Investments Charlotte, North Carolina	$519K	+$20.4K	1	0.05%	Increased
732	BAS Brown Advisory Securities Baltimore, Maryland	$515K	$0	1	0.19%	Maintained
733	LPT Legacy Private Trust Neenah, Wisconsin	$515K	$0	2	0.08%	Maintained
734	CCM CrestPoint Capital Management Four Seasons, Missouri	$513K	$0	1	0.3%	Maintained
735	WTB Washington Trust Bank Spokane, Washington	$513K	-$2.75K	1	0.1%	Reduced
736	MWR McAdams Wright Ragen Seattle, Washington	$512K	+$24.4K	2	0.03%	Increased
737	GMIM General Motors Investment Management New York	$511K	-$275K	1	0.04%	Reduced
738	BFIM Beese Fulmer Investment Management Canton, Ohio	$508K	+$39K	1	0.16%	Increased
739	AP Advisor Partners Walnut Creek, California	$506K	+$6.9K	1	0.25%	Increased
740	BBI Baxter Bros Inc Riverside, Connecticut	$505K	+$52K	1	0.21%	Increased
741	AF Arrow Financial Glens Falls, New York	$499K	-$826K	1	0.13%	Reduced
742	ACP Aviance Capital Partners Naples, Florida	$497K	+$478K	1	0.19%	New
743	DAM Delta Asset Management Memphis, Tennessee	$487K	+$94.3K	1	0.1%	Increased
744	Brown Brothers Harriman & Co New York	$485K	-$47.4K	1	0%	Reduced
745	HH Hilltop Holdings Dallas, Texas	$482K	-$16.6K	1	0.22%	Reduced
746	PTC Private Trust Company Cleveland, Ohio	$479K	+$71.6K	3	0.16%	Increased
747	CT Cambridge Trust Cambridge, Massachusetts	$470K	-$61.9K	1	0.04%	Reduced
748	Salem Investment Counselors Winston Salem, North Carolina	$466K	+$2.6K	1	0.06%	Increased
749	MAM Majedie Asset Management London, United Kingdom	$464K	+$446K	1	0.11%	New
750	Dodge & Cox San Francisco, California	$463K	-$289K	1	0%	Reduced