← 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	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$848K	$0	1	0.38%	Maintained
752	Arax Advisory Partners Denver, Colorado	$844K	+$762K	1	0.4%	Increased
753	Prudential plc London, England, United Kingdom	$842K	+$107K	1	0%	Increased
754	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$841K	-$115K	1	0.11%	Reduced
755	Global X Management Company New York	$832K	+$301K	2	0.03%	Increased
756	KI Koch Industries Wichita, Kansas	$828K	+$640K	2	0.23%	Increased
757	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$825K	-$2.95K	2	0.15%	Reduced
758	FIM Fruth Investment Management Houston, Texas	$817K	$0	1	0.38%	Maintained
759	TCW Group Los Angeles, California	$814K	$0	1	0.01%	Maintained
760	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$812K	-$91.3K	1	0.17%	Reduced
761	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$812K	+$583K	2	0.07%	Increased
762	IA Icon Advisers Greenwood Village, Colorado	$810K	-$877K	1	0.06%	Reduced
763	Calamos Wealth Management Naperville, Illinois	$807K	-$29.6K	1	0.11%	Reduced
764	Glenview Trust Louisville, Kentucky	$807K	$0	1	0.06%	Maintained
765	PG Patten Group Chattanooga, Tennessee	$806K	-$9.53K	1	0.33%	Reduced
766	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$804K	-$83.8K	1	0.54%	Reduced
767	WIS Wright Investors Service Shelton, Connecticut	$803K	+$412K	1	0.3%	Increased
768	PineBridge Investments New York	$798K	-$1.12M	2	0.02%	Reduced
769	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$798K	+$804K	1	0.47%	New
770	HCM HMS Capital Management Nashville, Tennessee	$791K	$0	2	0.7%	Maintained
771	PA Probity Advisors Dallas, Texas	$791K	-$11.7K	1	0.3%	Reduced
772	IFS Ifrah Financial Services Little Rock, Arkansas	$784K	-$22.5K	1	0.31%	Reduced
773	FAN Financial Advisors Network Tustin, California	$779K	-$1.91K	1	0.65%	Reduced
774	Allstate Corporation Northbrook, Illinois	$775K	+$780K	1	0.04%	New
775	DSI Daiwa SB Investments Tokyo, Japan	$773K	-$65.2K	1	0.21%	Reduced