← 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
776	Shelton Capital Management Denver, Colorado	$240K	$0	1	0.04%	Maintained
777	Cookson Peirce & Co Pittsburgh, Pennsylvania	$238K	+$231K	1	0.07%	New
778	Seizert Capital Partners Birmingham, Michigan	$238K	-$3.36K	1	0.01%	Reduced
779	NCA NCM Capital Advisers Durham, North Carolina	$237K	-$84K	1	0.26%	Reduced
780	BUB BBVA USA Bancshares Houston, Texas	$236K	$0	1	0.01%	Maintained
781	BFO Boston Family Office Boston, Massachusetts	$234K	$0	1	0.03%	Maintained
782	DBT Dubuque Bank & Trust Dubuque, Iowa	$233K	+$74.4K	1	0.04%	Increased
783	GMIM General Motors Investment Management New York	$233K	-$32.7K	1	0.02%	Reduced
784	Synovus Financial Columbus, Georgia	$233K	-$126K	1	0.01%	Reduced
785	SGAM Smith Group Asset Management Dallas, Texas	$232K	+$223K	1	0.01%	New
786	KT Kanaly Trust Houston, Texas	$231K	-$33.6K	1	0.07%	Reduced
787	BAC Boys Arnold & Co Asheville, North Carolina	$230K	-$11.4K	1	0.05%	Reduced
788	RU RobecoSam USA New York	$229K	-$97.3K	1	0.29%	Reduced
789	BTNA Bremer Trust National Association St. Cloud, Minnesota	$224K	-$16.8K	1	0.09%	Reduced
790	Dana Investment Advisors Waukesha, Wisconsin	$223K	-$63.9K	1	0.02%	Reduced
791	ST Sentinel Trust Houston, Texas	$223K	$0	1	0.07%	Maintained
792	ATC Argent Trust Company Ruston, Louisiana	$222K	+$216K	1	0.09%	New
793	YMRC Yorktown Management & Research Company Forest, Virginia	$220K	+$215K	1	0.05%	New
794	MIS Morningstar Investment Services Chicago, Illinois	$217K	+$211K	1	0.02%	New
795	BIG Blackthorn Investment Group Overland Park, Kansas	$216K	+$211K	1	0.08%	New
796	CDH Charles D. Hyman	$213K	$0	1	0.04%	Maintained
797	TU TDAM USA Toronto, Ontario, Canada	$209K	-$353K	1	0.01%	Reduced
798	CM Capital Management Glen Allen, Virginia	$207K	-$218K	1	0.08%	Reduced
799	RNS Robert N. Shapiro	$207K	-$229K	1	0.04%	Reduced
800	Atria Investments Charlotte, North Carolina	$205K	-$17.3K	1	0.02%	Reduced