← 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	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$882K	+$1.43K	3	0.38%	Increased
727	Laird Norton Wetherby Wealth Management San Francisco, California	$882K	+$16.2K	1	0.13%	Increased
728	CK Cohen Klingenstein New York	$873K	$0	1	0.13%	Maintained
729	DVM Dreman Value Management West Palm Beach, Florida	$873K	-$120K	2	0.48%	Reduced
730	HCM HMS Capital Management Nashville, Tennessee	$862K	-$62.4K	2	0.74%	Reduced
731	PPCM Pillar Pacific Capital Management Pacifica, California	$861K	$0	1	0.11%	Maintained
732	F.L. Putnam Investment Management Lynnfield, Massachusetts	$859K	+$844K	1	0.08%	New
733	ZF Zhang Financial Portage, Michigan	$847K	+$6.72K	1	0.43%	Increased
734	IH IFC Holdings Tampa, Florida	$846K	-$7.7K	1	0.06%	Reduced
735	SIC SFE Investment Counsel Los Angeles, California	$837K	-$36.6K	1	0.35%	Reduced
736	RWA River Wealth Advisors Camp Hill, Pennsylvania	$836K	-$6.79K	1	0.38%	Reduced
737	FQ First Quadrant Glendale, California	$832K	+$746K	2	0.02%	Increased
738	Arax Advisory Partners Denver, Colorado	$831K	-$1.89K	1	0.4%	Reduced
739	PG Patten Group Chattanooga, Tennessee	$830K	$0	1	0.34%	Maintained
740	TCW Group Los Angeles, California	$827K	$0	1	0.01%	Maintained
741	SA Strategic Advisors New York	$823K	-$66.3K	1	0.36%	Reduced
742	Empowered Funds Havertown, Pennsylvania	$821K	+$108K	1	0.53%	Increased
743	TNB Thomasville National Bank Thomasville, Georgia	$818K	-$38.1K	1	0.14%	Reduced
744	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$817K	$0	2	0.07%	Maintained
745	Trexquant Investment Stamford, Connecticut	$817K	-$200K	2	0.21%	Reduced
746	Tower Research Capital (TRC) New York	$815K	+$530K	5	0.07%	Increased
747	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$811K	$0	1	0.67%	Maintained
748	Burney Company Reston, Virginia	$806K	-$69.1K	1	0.05%	Reduced
749	Eventide Asset Management Boston, Massachusetts	$806K	+$113K	1	0.05%	Increased
750	FIM Fruth Investment Management Houston, Texas	$806K	$0	1	0.37%	Maintained