← 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	$282K	-$71.5K	2	0%	Reduced
752	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$281K	$0	1	0.02%	Maintained
753	First Manhattan New York	$279K	$0	2	0%	Maintained
754	Van Cleef Asset Management Beachwood, Ohio	$278K	$0	1	0.11%	Maintained
755	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$276K	-$3.72K	1	0.06%	Reduced
756	AF Aldebaran Financial	$275K	$0	1	0.26%	Maintained
757	BAS Brown Advisory Securities Baltimore, Maryland	$271K	-$341K	1	0.1%	Reduced
758	Fort Washington Investment Advisors Cincinnati, Ohio	$269K	-$151K	1	0.01%	Reduced
759	Hills Bank & Trust North Liberty, Iowa	$268K	+$309K	1	0.11%	New
760	PIM Progressive Investment Management Lake Oswego, Oregon	$267K	-$5.43K	1	0.31%	Reduced
761	WI Wedgewood Investors Erie, Pennsylvania	$267K	+$4.72K	1	0.27%	Increased
762	MC Miles Capital West Des Moines, Iowa	$264K	-$1.54K	1	0.19%	Reduced
763	Naples Global Advisors Naples, Florida	$262K	-$200K	1	0.13%	Reduced
764	WA Wheatland Advisors Lancaster, Pennsylvania	$259K	$0	1	0.28%	Maintained
765	CA Cornerstone Advisors Asheville, North Carolina	$257K	+$295K	1	0.06%	New
766	SIG Schooner Investment Group Wayne, Pennsylvania	$253K	-$148K	1	0.18%	Reduced
767	KLCM Advisors Milwaukee, Wisconsin	$252K	-$134K	1	0.09%	Reduced
768	Choate Investment Advisors Boston, Massachusetts	$249K	-$28.9K	1	0.02%	Reduced
769	National Penn Investors Trust Wyomissing, Pennsylvania	$244K	-$1.77K	1	0.03%	Reduced
770	BTR Capital Management Oakland, California	$241K	+$278K	1	0.06%	New
771	Beacon Trust Morristown, New Jersey	$238K	-$201K	1	0.04%	Reduced
772	Boothbay Fund Management New York	$238K	+$234K	1	0.11%	New
773	Capital Investment Counsel Inc Raleigh, North Carolina	$237K	-$6.47K	1	0.13%	Reduced
774	KLWA Kelly Lawrence W & Associates Pasadens, California	$236K	+$165K	1	0.05%	Increased
775	WIM Wilen Investment Management Bonita Springs, Florida	$235K	$0	1	0.17%	Maintained