← 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	Heritage Investors Management Corp Bethesda, Maryland	$328K	-$12.6K	1	0.03%	Reduced
752	JIP Jaffetilchin Investment Partners Tampa, Florida	$328K	+$328K	1	0.11%	New
753	Salem Investment Counselors Winston Salem, North Carolina	$326K	$0	1	0.04%	Maintained
754	Beck Mack & Oliver New York	$322K	+$335K	1	0.01%	New
755	KA Kovack Advisors Ft. Lauderdale, Florida	$313K	-$30.8K	1	0.21%	Reduced
756	CCM Cutler Capital Management Worcester, Massachusetts	$312K	$0	1	0.14%	Maintained
757	MC Middleton & Co Boston, Massachusetts	$308K	-$1.49M	1	0.07%	Reduced
758	TNB Thomasville National Bank Thomasville, Georgia	$307K	+$319K	1	0.11%	New
759	FIM Frontier Investment Management Dallas, Texas	$304K	+$6.39K	1	0.05%	Increased
760	GFG Gray Financial Group Atlanta, Georgia	$304K	$0	1	0.22%	Maintained
761	Barings Charlotte, North Carolina	$303K	-$135K	1	0.01%	Reduced
762	CTI Community Trust & Investment Versailles, Kentucky	$298K	-$13.4M	1	0.04%	Reduced
763	FBC Fairfield, Bush & Co Darien, Connecticut	$296K	+$211K	1	0.1%	Increased
764	IR Invictus RG Hamilton, Bermuda	$294K	+$295K	2	0.28%	New
765	NB Nicolet Bankshares Green Bay, Wisconsin	$294K	+$315K	1	0.29%	New
766	BAS Brown Advisory Securities Baltimore, Maryland	$293K	+$18K	1	0.1%	Increased
767	CCA Cobblestone Capital Advisors Rochester, New York	$292K	+$78.5K	1	0.04%	Increased
768	Donaldson Capital Management Evansville, Indiana	$292K	-$446K	1	0.04%	Reduced
769	Quantbot Technologies New York	$288K	-$933K	1	0.05%	Reduced
770	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$287K	+$1.57K	1	0.02%	Increased
771	MAM Meeder Asset Management Dublin, Ohio	$286K	+$60.1K	1	0.03%	Increased
772	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$284K	+$296K	1	0.04%	New
773	First Manhattan New York	$283K	+$9.66K	2	0%	Increased
774	WIS Wright Investors Service Shelton, Connecticut	$278K	+$289K	1	0.1%	New
775	KA KLCM Advisors Milwaukee, Wisconsin	$276K	+$21.2K	1	0.1%	Increased