← 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	NPC National Planning Corporation El Segundo, California	$803K	-$45.8K	1	0.07%	Reduced
752	ZIM ZPR Investment Management Orange City, Florida	$803K	-$8.19K	1	1.22%	Reduced
753	Adams Diversified Equity Fund Baltimore, Maryland	$800K	-$29K	1	0.04%	Reduced
754	Prudential plc London, England, United Kingdom	$796K	-$34.9K	1	0%	Reduced
755	Glenview Trust Louisville, Kentucky	$790K	-$5.66K	1	0.06%	Reduced
756	AJ Ashburton (Jersey) St Helier, Jersey	$789K	+$623K	1	0.35%	New
757	IFWM Institute for Wealth Management Denver, Colorado	$789K	+$775K	1	0.26%	New
758	FAN Financial Advisors Network Tustin, California	$784K	+$14.5K	1	0.62%	Increased
759	Calamos Wealth Management Naperville, Illinois	$783K	-$12.6K	1	0.11%	Reduced
760	DTL Dynamic Technology Lab Singapore	$781K	-$463K	3	0.13%	Reduced
761	CNBT Canandaigua National Bank & Trust Canandaigua, New York	$780K	-$20.5K	1	0.15%	Reduced
762	BFIM Beese Fulmer Investment Management Canton, Ohio	$775K	+$64.2K	1	0.18%	Increased
763	RI Ridgewood Investments Springfield, New Jersey	$770K	+$32.1K	1	0.73%	Increased
764	DSI Daiwa SB Investments Tokyo, Japan	$768K	-$17.8K	1	0.21%	Reduced
765	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$756K	-$174K	2	0.13%	Reduced
766	RIM Regent Investment Management Louisville, Kentucky	$753K	+$176K	2	0.25%	Increased
767	ECM Everence Capital Management Goshen, Indiana	$749K	+$209K	2	0.17%	Increased
768	GLRA Gerald L. Ray & Associates Dallas, Texas	$745K	+$340K	1	0.09%	Increased
769	Pacer Advisors Malvern, Pennsylvania	$739K	-$1.51M	2	0.07%	Reduced
770	P Pitcairn Conshohocken, Pennsylvania	$739K	-$36K	2	0.08%	Reduced
771	Wedbush Securities Los Angeles, California	$738K	+$136K	2	0.1%	Increased
772	FM Foster & Motley Cincinnati, Ohio	$727K	+$374K	1	0.13%	Increased
773	SC Searle & Co Greenwich, Connecticut	$726K	$0	1	0.48%	Maintained
774	WP WMS Partners Towson, Maryland	$723K	+$30.2K	1	0.09%	Increased
775	Bridgeway Capital Management Houston, Texas	$712K	+$352K	2	0.01%	Increased