← 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	Sageworth Trust Lancaster, Pennsylvania	$479K	-$26.2K	1	0.12%	Reduced
727	BFIM Beese Fulmer Investment Management Canton, Ohio	$478K	+$1.04K	1	0.14%	Increased
728	CCM Cutler Capital Management Worcester, Massachusetts	$478K	-$30.7K	1	0.13%	Reduced
729	Mariner Overland Park, Kansas	$476K	+$490K	1	0.03%	New
730	SEC Seven Eight Capital New York	$473K	-$171K	2	0.16%	Reduced
731	GCIA Gabelli & Co Investment Advisers Rye, New York	$472K	$0	1	0.06%	Maintained
732	FNB Farmers National Bank Danville, Kentucky	$471K	+$484K	1	0.28%	New
733	Wealthspire Advisors (Maryland) Potomac, Maryland	$471K	+$11.4K	2	0.08%	Increased
734	VF Virtu Financial New York	$470K	+$483K	1	0.06%	New
735	MAM Mizuho Asset Management Tokyo, Japan	$464K	+$235K	2	0.08%	Increased
736	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$462K	+$475K	1	0.02%	New
737	Highbridge Capital Management New York	$461K	+$434K	1	0.01%	New
738	Catalyst Capital Advisors Huntington, New York	$456K	-$209K	1	0.08%	Reduced
739	LIC Lodestar Investment Counsel Chicago, Illinois	$456K	+$54K	1	0.06%	Increased
740	Loews Corp New York	$452K	$0	1	0%	Maintained
741	FineMark National Bank & Trust Fort Myers, Florida	$451K	-$30.2K	3	0.05%	Reduced
742	FIM Fruth Investment Management Houston, Texas	$446K	-$12.3K	1	0.21%	Reduced
743	NAM North American Management Boston, Massachusetts	$446K	$0	1	0.07%	Maintained
744	Annex Advisory Services Brookfield, Wisconsin	$443K	$0	1	0.12%	Maintained
745	WP WMS Partners Towson, Maryland	$442K	-$8.6K	1	0.06%	Reduced
746	WPC Waters Parkerson & Co New Orleans, Louisiana	$441K	$0	1	0.05%	Maintained
747	NL NWAM LLC Mercer Island, Washington	$439K	-$8.97K	1	0.17%	Reduced
748	Algert Global San Francisco, California	$436K	$0	1	0.18%	Maintained
749	Jefferies Group New York	$434K	+$286K	1	0%	Increased
750	SCA Snowden Capital Advisors New York	$433K	+$90.7K	1	0.13%	Increased