← 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	NG NatWest Group Edinburgh, Scotland, United Kingdom	$334K	-$1.28K	1	0.01%	Reduced
777	SFP Santa Fe Partners Santa Fe, New Mexico	$334K	+$314K	1	0.05%	New
778	Wedbush Securities Los Angeles, California	$334K	+$6.07K	1	0.08%	Increased
779	PPCM Pillar Pacific Capital Management Pacifica, California	$331K	$0	1	0.07%	Maintained
780	Epoch Investment Partners New York	$330K	-$6.05K	1	0%	Reduced
781	DAM Delta Asset Management Memphis, Tennessee	$328K	+$53.4K	1	0.07%	Increased
782	MJP Michael J. Puzo	$327K	$0	1	0.24%	Maintained
783	PIM Penobscot Investment Management Boston, Massachusetts	$321K	+$2.13K	1	0.11%	Increased
784	Boston Trust Walden Boston, Massachusetts	$317K	$0	1	0%	Maintained
785	LC Lakeshore Capital Birmingham, Alabama	$316K	+$10.7K	1	0.31%	Increased
786	Burney Company Reston, Virginia	$312K	-$4.77K	1	0.03%	Reduced
787	Scotia Capital Toronto, Ontario, Canada	$312K	-$75.8K	2	0.01%	Reduced
788	GGPS Gary Goldberg Planning Services Suffern, New York	$310K	+$14.2K	1	0.18%	Increased
789	IRS Invictus RG (Singapore) Singapore	$307K	-$67.3K	1	0.21%	Reduced
790	GAM Griffin Asset Management New York	$304K	$0	1	0.1%	Maintained
791	TCM Tufton Capital Management Hunt Valley, Maryland	$304K	-$1.14K	1	0.07%	Reduced
792	BAM Brave Asset Management Summit, New Jersey	$303K	+$313K	2	0.24%	New
793	Bartlett & Co Cincinnati, Ohio	$294K	-$11.5K	1	0.01%	Reduced
794	WPC White Pine Capital Bloomington, Minnesota	$290K	$0	1	0.1%	Maintained
795	GIS Guardian Investor Services New York	$289K	$0	1	0.22%	Maintained
796	CBB Citizens Business Bank Ontario, California	$285K	$0	1	0.06%	Maintained
797	TC Telemus Capital Southfield, Michigan	$285K	-$110K	1	0.08%	Reduced
798	SAM Symphony Asset Management San Francisco, California	$280K	+$262K	1	0.02%	New
799	CCA Cobblestone Capital Advisors Rochester, New York	$279K	+$3.13K	1	0.05%	Increased
800	BTNA Bremer Trust National Association St. Cloud, Minnesota	$277K	+$26.9K	1	0.1%	Increased