← 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	AGF Investments Inc Toronto, Ontario, Canada	$683K	+$658K	1	0.01%	New
752	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$678K	-$40.5K	1	0.05%	Reduced
753	CA Cullinan Associates Louisville, Kentucky	$677K	+$35.5K	1	0.06%	Increased
754	WI Wintrust Investments Chicago, Illinois	$676K	+$647K	1	0.19%	New
755	Busey Bank Urbana, Illinois	$674K	$0	1	0.08%	Maintained
756	WP WMS Partners Towson, Maryland	$670K	+$70.3K	1	0.08%	Increased
757	TNB Thomasville National Bank Thomasville, Georgia	$669K	+$641K	1	0.13%	New
758	CO Caldwell & Orkin Norcross, Georgia	$665K	+$599K	1	0.37%	New
759	CCA Cobblestone Capital Advisors Rochester, New York	$653K	+$47.6K	1	0.09%	Increased
760	SB Simmons Bank Pine Bluff, Arkansas	$649K	$0	1	0.07%	Maintained
761	FBC Fairfield, Bush & Co Darien, Connecticut	$647K	-$46.2K	1	0.2%	Reduced
762	AAM American Asset Management Boca Raton, Florida	$644K	+$46.5K	1	0.4%	Increased
763	CCM Catawba Capital Management Roanoke, Virginia	$644K	+$38K	1	0.14%	Increased
764	HighPoint Advisor Group Downers Grove, Illinois	$643K	-$12.1K	1	0.21%	Reduced
765	Wealthfront Palo Alto, California	$641K	+$117K	1	0.01%	Increased
766	LC LCNB Corp Lebanon, Ohio	$637K	-$3.55K	1	0.61%	Reduced
767	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$637K	+$8.6K	1	0.05%	Increased
768	Azimuth Capital Management Bloomfield Hills, Michigan	$633K	-$10.5K	1	0.05%	Reduced
769	Highbridge Capital Management New York	$625K	-$94.4K	1	0.01%	Reduced
770	LMR Partners London, United Kingdom	$620K	+$117K	1	0.06%	Increased
771	Salem Investment Counselors Winston Salem, North Carolina	$620K	$0	1	0.07%	Maintained
772	SMC Smith, Moore & Co Clayton, Missouri	$620K	-$4.26K	1	0.22%	Reduced
773	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$619K	$0	2	0.28%	Maintained
774	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$617K	+$584K	1	0.07%	New
775	TSS Two Sigma Securities New York	$617K	+$123K	2	0.12%	Increased