← 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	FBC Fairfield, Bush & Co Darien, Connecticut	$460K	+$310K	1	0.14%	Increased
752	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$459K	$0	1	0.05%	Maintained
753	RIL Rothschild Investment LLC Chicago, Illinois	$457K	$0	1	0.06%	Maintained
754	MCM McKinley Capital Management Anchorage, Alaska	$454K	-$31.2K	1	0.02%	Reduced
755	Nordea Investment Management Stockholm, Sweden	$448K	+$475K	1	0%	New
756	BA Boston Advisors Boston, Massachusetts	$447K	-$16.9K	1	0.02%	Reduced
757	First Manhattan New York	$434K	-$23.4K	2	0%	Reduced
758	FIM Frontier Investment Management Dallas, Texas	$432K	$0	1	0.07%	Maintained
759	Bridgewater Associates Westport, Connecticut	$424K	-$1.55M	2	0%	Reduced
760	HL HeadInvest LLC Portland, Maine	$421K	$0	1	0.17%	Maintained
761	PTC Provident Trust Company Waukesha, Wisconsin	$417K	+$401K	1	0.02%	New
762	MCM Manchester Capital Management Manchester, Vermont	$413K	+$49.4K	1	0.05%	Increased
763	Laird Norton Wetherby Wealth Management San Francisco, California	$407K	+$8.46K	1	0.11%	Increased
764	WI Wedgewood Investors Erie, Pennsylvania	$403K	$0	1	0.42%	Maintained
765	VCAM Van Cleef Asset Management Beachwood, Ohio	$398K	+$17.2K	1	0.17%	Increased
766	Bessemer Group Woodbridge, New Jersey	$395K	+$155K	2	0%	Increased
767	KA Kovack Advisors Ft. Lauderdale, Florida	$395K	-$9.72K	1	0.57%	Reduced
768	GVT Genesee Valley Trust Pittsford, New York	$394K	-$6.61K	1	0.24%	Reduced
769	CS Comerica Securities Detroit, Michigan	$389K	-$5.57K	1	0.35%	Reduced
770	Brighton Jones LLC Seattle, Washington	$388K	+$1.56K	1	0.09%	Increased
771	TNB Thomasville National Bank Thomasville, Georgia	$387K	$0	1	0.14%	Maintained
772	KA KLCM Advisors Milwaukee, Wisconsin	$386K	$0	1	0.09%	Maintained
773	SouthState Corp Winter Haven, Florida	$383K	-$46.6K	1	0.06%	Reduced
774	Loews Corp New York	$380K	$0	1	0%	Maintained
775	TC TFS Capital West Chester, Pennsylvania	$380K	-$1.28M	1	0.03%	Reduced