← 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	EMG Ellington Management Group Old Greenwich, Connecticut	$558K	-$523K	1	0.14%	Reduced
727	NA Navellier & Associates Reno, Nevada	$552K	-$15.9K	1	0.05%	Reduced
728	BT Beacon Trust Morristown, New Jersey	$542K	-$29.6K	1	0.09%	Reduced
729	HIC Holderness Investments Company Greensboro, North Carolina	$542K	-$6.35K	1	0.55%	Reduced
730	Sageworth Trust Lancaster, Pennsylvania	$541K	$0	1	0.17%	Maintained
731	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$540K	-$6.45M	1	0.12%	Reduced
732	AIM Ada Investment Management New York	$533K	+$575K	1	0.67%	New
733	NV Nair Vinay	$533K	+$171K	1	0.67%	Increased
734	Fort Washington Investment Advisors Cincinnati, Ohio	$526K	-$14.1K	1	0.01%	Reduced
735	Jane Street New York	$522K	-$419K	3	0%	Reduced
736	BHTS Bar Harbor Trust Services Ellsworth, Maine	$519K	-$800K	1	0.23%	Reduced
737	CIBC World Market Toronto, Ontario, Canada	$518K	-$834K	1	0%	Reduced
738	AAM Azzad Asset Management Falls Church, Virginia	$517K	-$137K	1	0.26%	Reduced
739	AP Advisor Partners Walnut Creek, California	$517K	+$85.7K	1	0.2%	Increased
740	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$517K	-$110K	3	0.09%	Reduced
741	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$513K	$0	1	0.15%	Maintained
742	SIG Schooner Investment Group Wayne, Pennsylvania	$507K	-$176K	1	0.24%	Reduced
743	FIM Fruth Investment Management Houston, Texas	$504K	-$7.06K	1	0.24%	Reduced
744	WA Winfield Associates Cleveland, Ohio	$504K	-$63.5K	1	0.35%	Reduced
745	Group One Trading Chicago, Illinois	$503K	+$181K	2	0.01%	Increased
746	HL HeadInvest LLC Portland, Maine	$497K	+$128K	1	0.18%	Increased
747	DAM Delta Asset Management Memphis, Tennessee	$493K	+$15.9K	1	0.09%	Increased
748	Shinko Asset Management Company Tokyo, Japan	$493K	-$28.1K	2	0%	Reduced
749	ATC Argent Trust Co Nashville, Tennessee	$492K	+$51.5K	1	0.25%	Increased
750	AI ArchPoint Investors Coral Gables, Florida	$491K	$0	1	0.31%	Maintained