← 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	Bessemer Group Woodbridge, New Jersey	$399K	+$80.2K	2	0%	Increased
752	NME Notis-McConarty Edward	$397K	+$284K	1	0.28%	Increased
753	FIM Frontier Investment Management Dallas, Texas	$393K	+$42.5K	1	0.06%	Increased
754	SAM Selway Asset Management	$393K	+$440K	1	0.19%	New
755	JAM JCIC Asset Management Toronto, Ontario, Canada	$392K	-$2.74M	1	0.07%	Reduced
756	FBC Fairfield, Bush & Co Darien, Connecticut	$384K	+$7.09K	1	0.11%	Increased
757	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$383K	+$7.09K	1	0.05%	Increased
758	Salem Investment Counselors Winston Salem, North Carolina	$382K	$0	1	0.05%	Maintained
759	WTB Washington Trust Bank Spokane, Washington	$377K	-$49.4K	1	0.12%	Reduced
760	KT Kanaly Trust Houston, Texas	$376K	-$61.6K	1	0.07%	Reduced
761	MCM Manchester Capital Management Manchester, Vermont	$375K	+$40.2K	1	0.05%	Increased
762	AP Advisor Partners Walnut Creek, California	$370K	-$50.7K	1	0.21%	Reduced
763	AWCI Alpine Woods Capital Investors Purchase, New York	$370K	-$205K	1	0.02%	Reduced
764	Curi RMB Capital Chicago, Illinois	$368K	-$121K	1	0.02%	Reduced
765	Laird Norton Wetherby Wealth Management San Francisco, California	$365K	+$33.5K	1	0.1%	Increased
766	TMC Trellus Management Company Delray Beach, Florida	$361K	+$404K	1	0.31%	New
767	CCM CrestPoint Capital Management Four Seasons, Missouri	$355K	-$74.5K	1	0.21%	Reduced
768	First Manhattan New York	$355K	-$2.91K	2	0%	Reduced
769	FM Foster & Motley Cincinnati, Ohio	$347K	-$109K	1	0.08%	Reduced
770	PTC Private Trust Company Cleveland, Ohio	$343K	-$58.5K	2	0.12%	Reduced
771	Epoch Investment Partners New York	$337K	+$28.7K	1	0%	Increased
772	IMS Index Management Solutions Philadelphia, Pennsylvania	$331K	+$298K	2	0.04%	Increased
773	CG Clinton Group New York	$330K	+$150K	1	0.13%	Increased
774	WI Wedgewood Investors Erie, Pennsylvania	$325K	-$7.09K	1	0.34%	Reduced
775	3NC 300 North Capital Pasadena, California	$322K	+$106K	1	0.09%	Increased