← 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	Banque Pictet & Cie Geneva 73, Switzerland	$545K	+$152K	1	0.01%	Increased
727	Sageworth Trust Lancaster, Pennsylvania	$545K	-$262K	1	0.18%	Reduced
728	Fort Washington Investment Advisors Cincinnati, Ohio	$543K	+$114K	1	0.01%	Increased
729	GMIM General Motors Investment Management New York	$534K	-$141K	1	0.05%	Reduced
730	CAS Cue Advisory Services Phoenix, Arizona	$532K	+$6.32K	1	0.54%	Increased
731	Shinko Asset Management Company Tokyo, Japan	$526K	-$70K	2	0%	Reduced
732	AHC Adell Harriman & Carpenter Houston, Texas	$520K	+$71.4K	1	0.14%	Increased
733	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$516K	-$1.04M	1	0.15%	Reduced
734	R RQSI Nassau, Bahamas	$516K	-$15.3K	1	0.28%	Reduced
735	FIM Fruth Investment Management Houston, Texas	$514K	$0	1	0.22%	Maintained
736	LA Lucus Advisors New York	$513K	-$55.6K	1	0.26%	Reduced
737	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$513K	+$509K	1	0.14%	New
738	Heritage Investors Management Corp Bethesda, Maryland	$502K	-$76.1K	1	0.04%	Reduced
739	AI ArchPoint Investors Coral Gables, Florida	$495K	$0	1	0.34%	Maintained
740	TDC Thompson Davis & Co Richmond, Virginia	$487K	+$328K	3	0.59%	Increased
741	DAM Delta Asset Management Memphis, Tennessee	$481K	+$8.84K	1	0.09%	Increased
742	MAM Majedie Asset Management London, United Kingdom	$480K	-$476K	1	0.11%	Reduced
743	AWA ARS Wealth Advisors St. Petersburg, Florida	$474K	+$9.31K	1	0.2%	Increased
744	FTC Farmers Trust Company Youngstown, Ohio	$472K	+$64.5K	1	0.16%	Increased
745	LCM Landscape Capital Management Englewood, New Jersey	$464K	+$460K	1	0.12%	New
746	Tower Research Capital (TRC) New York	$462K	+$292K	4	0.06%	Increased
747	BFIM Beese Fulmer Investment Management Canton, Ohio	$461K	$0	1	0.15%	Maintained
748	Group One Trading Chicago, Illinois	$455K	+$149K	2	0.01%	Increased
749	Laird Norton Wetherby Wealth Management San Francisco, California	$455K	+$134K	1	0.11%	Increased
750	FNB First Niagara Bank Lockport, New York	$454K	-$11.8K	1	0.1%	Reduced