← 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
751	PIM Penobscot Investment Management Boston, Massachusetts	$288K	+$14.1K	1	0.11%	Increased
752	Boston Trust Walden Boston, Massachusetts	$287K	-$10.1K	1	0%	Reduced
753	Burney Company Reston, Virginia	$286K	-$87.2K	1	0.03%	Reduced
754	PTC Private Trust Company Cleveland, Ohio	$284K	-$269K	2	0.13%	Reduced
755	PG Portola Group San Jose, California	$282K	-$20.1K	1	0.17%	Reduced
756	Bartlett & Co Cincinnati, Ohio	$277K	-$24.8K	1	0.02%	Reduced
757	LC Lakeshore Capital Birmingham, Alabama	$276K	$0	1	0.25%	Maintained
758	TCM Tufton Capital Management Hunt Valley, Maryland	$276K	+$1.07K	1	0.07%	Increased
759	GAM Griffin Asset Management New York	$275K	$0	1	0.09%	Maintained
760	Hillsdale Investment Management Toronto, Ontario, Canada	$275K	+$264K	1	0.08%	New
761	CA Continental Advisors Park City, Utah	$273K	$0	1	0.07%	Maintained
762	MRCM M&R Capital Management Summit, New Jersey	$267K	$0	1	0.08%	Maintained
763	GGPS Gary Goldberg Planning Services Suffern, New York	$266K	+$174K	1	0.16%	Increased
764	Algert Global San Francisco, California	$265K	-$455K	1	0.08%	Reduced
765	WPC White Pine Capital Bloomington, Minnesota	$262K	+$5.57K	1	0.09%	Increased
766	GIS Guardian Investor Services New York	$261K	-$2.42K	1	0.22%	Reduced
767	CBB Citizens Business Bank Ontario, California	$258K	$0	1	0.06%	Maintained
768	AI ArchPoint Investors Coral Gables, Florida	$257K	-$7.05K	1	0.28%	Reduced
769	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$257K	-$259K	1	0.05%	Reduced
770	PPCM Pillar Pacific Capital Management Pacifica, California	$254K	$0	1	0.06%	Maintained
771	CCA Cobblestone Capital Advisors Rochester, New York	$249K	-$90.1K	1	0.05%	Reduced
772	Grimes & Company Westborough, Massachusetts	$248K	-$60.4K	1	0.08%	Reduced
773	DAM Delta Asset Management Memphis, Tennessee	$245K	+$65.8K	1	0.06%	Increased
774	Hancock Whitney Gulfport, Mississippi	$242K	-$49.6K	1	0.01%	Reduced
775	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$240K	$0	1	0.18%	Maintained