← 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	MSAM Moloney Securities Asset Management Manchester, Missouri	$944K	-$13.9K	1	0.47%	Reduced
727	NB NBT Bank Norwich, New York	$927K	-$26.1K	1	0.15%	Reduced
728	AGF Investments Inc Toronto, Ontario, Canada	$923K	+$205K	1	0.01%	Increased
729	Cornerstone Investment Partners Atlanta, Georgia	$923K	$0	1	0.04%	Maintained
730	DCM Dynamic Capital Management St. Helier, Jersey	$922K	-$674K	2	0.21%	Reduced
731	OA Omega Advisors New York	$922K	+$907K	1	0.04%	New
732	Quadrature Capital London, United Kingdom	$920K	+$730K	2	0.07%	Increased
733	WPP Whalerock Point Partners Providence, Rhode Island	$912K	$0	1	0.33%	Maintained
734	JIP Jaffetilchin Investment Partners Tampa, Florida	$911K	-$376K	1	0.31%	Reduced
735	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$908K	-$44.7K	1	0.13%	Reduced
736	SA Strategic Advisors New York	$903K	-$101K	1	0.41%	Reduced
737	Segall Bryant & Hamill Chicago, Illinois	$898K	$0	1	0.02%	Maintained
738	SIC SFE Investment Counsel Los Angeles, California	$886K	-$374K	1	0.36%	Reduced
739	Burney Company Reston, Virginia	$881K	-$151K	1	0.06%	Reduced
740	Benjamin F. Edwards & Company St. Louis, Missouri	$880K	+$75.5K	4	0.11%	Increased
741	Laird Norton Wetherby Wealth Management San Francisco, California	$876K	+$5.64K	1	0.15%	Increased
742	Independent Advisor Alliance Charlotte, North Carolina	$873K	+$761K	2	0.28%	Increased
743	ZF Zhang Financial Portage, Michigan	$870K	+$153K	1	0.46%	Increased
744	TNB Thomasville National Bank Thomasville, Georgia	$868K	+$163K	1	0.16%	Increased
745	Moneta Group Investment Advisors St Louis, Missouri	$867K	+$277K	1	0.14%	Increased
746	NPC National Planning Corporation El Segundo, California	$867K	-$25.1K	1	0.07%	Reduced
747	IH IFC Holdings Tampa, Florida	$865K	-$1.83K	1	0.07%	Reduced
748	BUB BBVA USA Bancshares Houston, Texas	$862K	-$141K	1	0.06%	Reduced
749	CK Cohen Klingenstein New York	$859K	$0	1	0.13%	Maintained
750	RWA River Wealth Advisors Camp Hill, Pennsylvania	$854K	+$5.87K	1	0.4%	Increased