← 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	DP Dearborn Partners Chicago, Illinois	$455K	-$69.1K	1	0.04%	Reduced
727	Heritage Investors Management Corp Bethesda, Maryland	$455K	-$28.1K	1	0.04%	Reduced
728	AF Aldebaran Financial	$453K	-$28.3K	1	0.41%	Reduced
729	CIBC World Market Toronto, Ontario, Canada	$451K	+$505K	1	0%	New
730	Loews Corp New York	$450K	+$155K	1	0%	Increased
731	PAM Princeton Alpha Management Princeton Junction, New Jersey	$446K	-$783K	1	0.1%	Reduced
732	FIM Fruth Investment Management Houston, Texas	$445K	+$11.3K	1	0.2%	Increased
733	Group One Trading Chicago, Illinois	$443K	-$199K	3	0.01%	Reduced
734	YP Yellowstone Partners Idaho Falls, Idaho	$439K	-$176K	1	0.25%	Reduced
735	FNB First Niagara Bank Lockport, New York	$438K	-$71	1	0.09%	Reduced
736	DAM Delta Asset Management Memphis, Tennessee	$436K	+$39.6K	1	0.09%	Increased
737	HL HeadInvest LLC Portland, Maine	$431K	+$60.3K	1	0.17%	Increased
738	BFIM Beese Fulmer Investment Management Canton, Ohio	$430K	+$14.2K	1	0.14%	Increased
739	AWA ARS Wealth Advisors St. Petersburg, Florida	$428K	-$7.3K	1	0.2%	Reduced
740	EMG Ellington Management Group Old Greenwich, Connecticut	$428K	+$420K	1	0.29%	New
741	Choate Investment Advisors Boston, Massachusetts	$424K	-$5.96K	1	0.03%	Reduced
742	BAS Brown Advisory Securities Baltimore, Maryland	$423K	-$1.56K	1	0.16%	Reduced
743	ARTA A.R.T. Advisors New York	$420K	-$192K	1	0.02%	Reduced
744	NCM Newland Capital Management New York	$420K	-$1.53M	1	0.28%	Reduced
745	FCCM First City Capital Management Savannah, Georgia	$418K	+$468K	1	0.3%	New
746	Banque Pictet & Cie Geneva 73, Switzerland	$416K	+$466K	1	0.01%	New
747	Atria Investments Charlotte, North Carolina	$411K	-$16.7K	1	0.04%	Reduced
748	LPT Legacy Private Trust Neenah, Wisconsin	$408K	-$41.3K	2	0.06%	Reduced
749	CC Cannell & Co New York	$401K	+$208K	1	0.01%	Increased
750	KA Kovack Advisors Ft. Lauderdale, Florida	$400K	+$84.5K	1	0.59%	Increased