← 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	HL HeadInvest LLC Portland, Maine	$517K	$0	1	0.2%	Maintained
727	FineMark National Bank & Trust Fort Myers, Florida	$503K	-$1.36M	2	0.06%	Reduced
728	AAM Azzad Asset Management Falls Church, Virginia	$499K	+$7.24K	1	0.22%	Increased
729	JT Jump Trading Chicago, Illinois	$497K	+$438K	1	0.02%	New
730	GCA Gideon Capital Advisors New York	$496K	-$1.24M	1	0.62%	Reduced
731	GCIA Gabelli & Co Investment Advisers Rye, New York	$494K	$0	1	0.06%	Maintained
732	PAM Princeton Alpha Management Princeton Junction, New Jersey	$482K	-$3.61M	2	0.08%	Reduced
733	FIM Fruth Investment Management Houston, Texas	$480K	$0	1	0.24%	Maintained
734	BFIM Beese Fulmer Investment Management Canton, Ohio	$479K	+$13.8K	1	0.14%	Increased
735	PPCM Pillar Pacific Capital Management Pacifica, California	$477K	$0	1	0.08%	Maintained
736	Wealthspire Advisors (Maryland) Potomac, Maryland	$477K	-$7.4K	2	0.08%	Reduced
737	Loews Corp New York	$474K	$0	1	0%	Maintained
738	WP WMS Partners Towson, Maryland	$471K	$0	1	0.07%	Maintained
739	NL NWAM LLC Mercer Island, Washington	$469K	-$42.5K	1	0.19%	Reduced
740	NAM North American Management Boston, Massachusetts	$468K	$0	1	0.08%	Maintained
741	Annex Advisory Services Brookfield, Wisconsin	$464K	-$63.6K	1	0.13%	Reduced
742	CAS Cue Advisory Services Phoenix, Arizona	$464K	+$8.29K	1	0.4%	Increased
743	Atria Investments Charlotte, North Carolina	$463K	+$408K	1	0.05%	New
744	Moneta Group Investment Advisors St Louis, Missouri	$463K	+$409K	1	0.1%	New
745	HIC Holderness Investments Company Greensboro, North Carolina	$455K	-$2.98K	1	0.43%	Reduced
746	PineBridge Investments New York	$454K	-$41.6K	2	0.02%	Reduced
747	WA Winfield Associates Cleveland, Ohio	$453K	+$116K	1	0.31%	Increased
748	Simplex Trading Chicago, Illinois	$452K	-$392K	4	0.04%	Reduced
749	WPC Waters Parkerson & Co New Orleans, Louisiana	$451K	-$34K	1	0.05%	Reduced
750	Magnetar Financial Evanston, Illinois	$446K	+$145K	1	0.01%	Increased