← 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	Swiss Life Asset Management Zurich,	$609K	-$438K	1	0.02%	Reduced
752	Wedbush Securities Los Angeles, California	$595K	+$124K	2	0.09%	Increased
753	BFIM Beese Fulmer Investment Management Canton, Ohio	$588K	-$3.28K	1	0.15%	Reduced
754	SB Simmons Bank Pine Bluff, Arkansas	$586K	-$26.2K	1	0.07%	Reduced
755	Azimuth Capital Management Bloomfield Hills, Michigan	$583K	-$96K	1	0.05%	Reduced
756	CA Cullinan Associates Louisville, Kentucky	$579K	$0	1	0.05%	Maintained
757	LC LCNB Corp Lebanon, Ohio	$579K	+$566K	1	0.57%	New
758	Brinker Capital Berwyn, Pennsylvania	$571K	+$545K	2	0.03%	New
759	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$568K	$0	1	0.1%	Maintained
760	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$568K	-$18.4K	1	0.05%	Reduced
761	SMC Smith, Moore & Co Clayton, Missouri	$565K	-$42.6K	1	0.22%	Reduced
762	Annex Advisory Services Brookfield, Wisconsin	$563K	+$59.4K	1	0.14%	Increased
763	Salem Investment Counselors Winston Salem, North Carolina	$562K	$0	1	0.06%	Maintained
764	Prudential plc London, England, United Kingdom	$557K	-$19.7K	1	0%	Reduced
765	CCM Catawba Capital Management Roanoke, Virginia	$547K	+$260K	1	0.13%	Increased
766	CCA Cobblestone Capital Advisors Rochester, New York	$546K	+$16.4K	1	0.08%	Increased
767	Wealthspire Advisors (Maryland) Potomac, Maryland	$546K	+$11.9K	3	0.08%	Increased
768	WP WMS Partners Towson, Maryland	$540K	+$23.7K	1	0.07%	Increased
769	AAM American Asset Management Boca Raton, Florida	$539K	-$12.5K	1	0.6%	Reduced
770	Sageworth Trust Lancaster, Pennsylvania	$538K	-$77K	1	0.12%	Reduced
771	SMH Sanders Morris Harris Houston, Texas	$537K	-$2.15M	1	0.25%	Reduced
772	GCIA Gabelli & Co Investment Advisers Rye, New York	$530K	$0	1	0.06%	Maintained
773	Acadian Asset Management Boston, Massachusetts	$529K	-$2.01M	1	0%	Reduced
774	FNB Farmers National Bank Danville, Kentucky	$529K	$0	1	0.3%	Maintained
775	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$528K	+$2.73K	1	0.01%	Increased