← 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	Busey Bank Urbana, Illinois	$562K	$0	1	0.07%	Maintained
727	IIC Ironwood Investment Counsel Scottsdale, Arizona	$559K	$0	1	0.26%	Maintained
728	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$556K	$0	1	0.1%	Maintained
729	PPCM Pillar Pacific Capital Management Pacifica, California	$553K	-$85K	1	0.09%	Reduced
730	ARTA A.R.T. Advisors New York	$551K	-$584K	1	0.18%	Reduced
731	Salem Investment Counselors Winston Salem, North Carolina	$550K	$0	1	0.07%	Maintained
732	CS Comerica Securities Detroit, Michigan	$543K	-$35.8K	2	0.11%	Reduced
733	AAM American Asset Management Boca Raton, Florida	$540K	+$532K	1	0.31%	New
734	NAM North American Management Boston, Massachusetts	$534K	+$42.3K	1	0.09%	Increased
735	CFG CKW Financial Group Honolulu, Hawaii	$531K	+$488K	1	0.18%	New
736	RIM Regent Investment Management Louisville, Kentucky	$531K	-$12.9K	1	0.28%	Reduced
737	Wedbush Securities Los Angeles, California	$523K	+$245K	1	0.08%	Increased
738	CM Crestline Management Fort Worth, Texas	$521K	+$478K	1	0.07%	New
739	GCIA Gabelli & Co Investment Advisers Rye, New York	$519K	$0	1	0.06%	Maintained
740	CCA Cobblestone Capital Advisors Rochester, New York	$518K	+$50.7K	1	0.07%	Increased
741	FNB Farmers National Bank Danville, Kentucky	$518K	$0	1	0.16%	Maintained
742	HL HeadInvest LLC Portland, Maine	$517K	$0	1	0.18%	Maintained
743	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$516K	+$474K	1	0.01%	New
744	Wealthspire Advisors (Maryland) Potomac, Maryland	$516K	-$12.6K	2	0.08%	Reduced
745	Simplicity Solutions Minneapolis, Minnesota	$515K	-$382K	1	0.25%	Reduced
746	Cetera Advisor Networks El Segundo, California	$514K	+$171K	1	0.02%	Increased
747	Catalyst Capital Advisors Huntington, New York	$513K	-$48.9K	1	0.06%	Reduced
748	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$509K	$0	1	0.17%	Maintained
749	CFN Cordasco Financial Network Naples, Florida	$507K	$0	1	0.58%	Maintained
750	WP WMS Partners Towson, Maryland	$505K	+$19.1K	1	0.07%	Increased