← 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	FTC Farmers Trust Company Youngstown, Ohio	$481K	-$2.85M	1	0.16%	Reduced
752	Engineers Gate Manager New York	$479K	+$450K	1	0.14%	New
753	TC TFS Capital West Chester, Pennsylvania	$479K	-$3.47M	1	0.05%	Reduced
754	ZCM Zebra Capital Management Stamford, Connecticut	$479K	+$412K	1	0.18%	New
755	Congress Asset Management Boston, Massachusetts	$478K	-$16.5K	1	0.01%	Reduced
756	DAM Delta Asset Management Memphis, Tennessee	$472K	+$5.27K	1	0.09%	Increased
757	CTA Colonial Trust Advisors Spartanburg, South Carolina	$471K	-$125K	1	0.18%	Reduced
758	Eastern Bank Boston, Massachusetts	$471K	-$12.6M	1	0.04%	Reduced
759	HIC Holderness Investments Company Greensboro, North Carolina	$470K	+$456K	1	0.48%	New
760	AF Aldebaran Financial	$469K	-$16.5K	1	0.41%	Reduced
761	FNB First Niagara Bank Lockport, New York	$466K	-$4.22K	1	0.1%	Reduced
762	AWA ARS Wealth Advisors St. Petersburg, Florida	$465K	+$5.34K	1	0.2%	Increased
763	DP Dearborn Partners Chicago, Illinois	$462K	-$26K	1	0.04%	Reduced
764	BFIM Beese Fulmer Investment Management Canton, Ohio	$461K	$0	1	0.14%	Maintained
765	FCCM First City Capital Management Savannah, Georgia	$460K	+$11.5K	1	0.32%	Increased
766	1CM 1492 Capital Management Milwaukee, Wisconsin	$457K	+$412K	1	0.29%	New
767	PP Paloma Partners Greenwich, Connecticut	$455K	-$402K	2	0.02%	Reduced
768	SIM SSI Investment Management Los Angeles, California	$450K	-$69.1K	1	0.05%	Reduced
769	AHC Adell Harriman & Carpenter Houston, Texas	$449K	-$1.13M	1	0.12%	Reduced
770	BT Beacon Trust Morristown, New Jersey	$448K	-$640K	1	0.07%	Reduced
771	IRS Invictus RG (Singapore) Singapore	$448K	+$350K	2	0.49%	Increased
772	Simplex Trading Chicago, Illinois	$448K	+$432K	3	0.05%	New
773	AP Advisor Partners Walnut Creek, California	$446K	+$47.6K	1	0.2%	Increased
774	ATC Argent Trust Co Nashville, Tennessee	$446K	+$433K	1	0.27%	New
775	Choate Investment Advisors Boston, Massachusetts	$435K	-$19K	1	0.03%	Reduced