← 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	KA KLCM Advisors Milwaukee, Wisconsin	$484K	+$175K	1	0.12%	Increased
752	WRM Westport Resources Management Westport, Connecticut	$484K	+$67.8K	2	0.13%	Increased
753	Laird Norton Wetherby Wealth Management San Francisco, California	$483K	+$32.5K	1	0.12%	Increased
754	WPC Waters Parkerson & Co New Orleans, Louisiana	$479K	-$59.2K	1	0.06%	Reduced
755	Bahl & Gaynor Cincinnati, Ohio	$473K	+$493K	1	0.01%	New
756	Sterling Capital Management Charlotte, North Carolina	$471K	+$34.8K	1	0%	Increased
757	FTC Farmers Trust Company Youngstown, Ohio	$469K	$0	1	0.16%	Maintained
758	Highbridge Capital Management New York	$466K	+$146K	2	0.01%	Increased
759	PVWM Point View Wealth Management Summit, New Jersey	$466K	+$337K	2	0.36%	Increased
760	Marshall Wace London, United Kingdom	$465K	-$4.49M	2	0.01%	Reduced
761	Braun Stacey Associates New York	$462K	+$484K	1	0.02%	New
762	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$462K	+$13.1K	1	0.21%	Increased
763	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$455K	+$476K	1	0.24%	New
764	AWA ARS Wealth Advisors St. Petersburg, Florida	$447K	-$25.1K	1	0.2%	Reduced
765	LCM Landscape Capital Management Englewood, New Jersey	$445K	-$51.3K	1	0.08%	Reduced
766	Bessemer Group Woodbridge, New Jersey	$443K	-$189K	2	0%	Reduced
767	FNB First Niagara Bank Lockport, New York	$442K	-$10.4K	1	0.1%	Reduced
768	Heritage Investors Management Corp Bethesda, Maryland	$442K	-$60K	1	0.03%	Reduced
769	NFG Next Financial Group Houston, Texas	$441K	+$71	2	0.15%	Increased
770	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$439K	-$176K	1	0.04%	Reduced
771	1CM 1492 Capital Management Milwaukee, Wisconsin	$432K	$0	1	0.27%	Maintained
772	UFF USA Financial Formulas Ada, Michigan	$423K	+$418K	1	0.13%	New
773	BFIM Beese Fulmer Investment Management Canton, Ohio	$421K	-$38.8K	1	0.14%	Reduced
774	KA Kovack Advisors Ft. Lauderdale, Florida	$419K	-$424	1	0.3%	Reduced
775	Salem Investment Counselors Winston Salem, North Carolina	$405K	$0	1	0.05%	Maintained