← 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	MBT Montecito Bank & Trust Santa Barbara, California	$368K	+$15K	1	0.23%	Increased
777	Burney Company Reston, Virginia	$365K	+$56.7K	1	0.03%	Increased
778	WTIM Wilmington Trust Investment Management Wilmington, Delaware	$364K	-$251K	1	0.07%	Reduced
779	WIM Wilen Investment Management Bonita Springs, Florida	$358K	$0	1	0.21%	Maintained
780	PPCM Pillar Pacific Capital Management Pacifica, California	$356K	$0	1	0.07%	Maintained
781	MCM Manchester Capital Management Manchester, Vermont	$352K	-$229K	1	0.06%	Reduced
782	PC Passport Capital San Francisco, California	$351K	+$135K	1	0.01%	Increased
783	BAM Brave Asset Management Summit, New Jersey	$339K	-$17.2K	2	0.27%	Reduced
784	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$335K	-$245K	1	0.15%	Reduced
785	Stock Yards Bank & Trust Louisville, Kentucky	$331K	-$4.13K	1	0.05%	Reduced
786	B BancorpSouth Tupelo, Mississippi	$330K	-$545K	1	0.04%	Reduced
787	Evercore Wealth Management New York	$328K	-$22.1K	1	0.02%	Reduced
788	PIM Penobscot Investment Management Boston, Massachusetts	$325K	+$7.37K	1	0.12%	Increased
789	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$324K	+$312K	2	0.09%	New
790	MJP Michael J. Puzo	$323K	$0	1	0.23%	Maintained
791	Epoch Investment Partners New York	$322K	-$3.69K	1	0%	Reduced
792	AFG Albion Financial Group Salt Lake City, Utah	$319K	+$313K	1	0.06%	New
793	Private Advisor Group Morristown, New Jersey	$308K	-$938K	1	0.03%	Reduced
794	Boston Trust Walden Boston, Massachusetts	$305K	-$7.37K	1	0%	Reduced
795	TC Telemus Capital Southfield, Michigan	$304K	+$21.8K	1	0.08%	Increased
796	Seizert Capital Partners Birmingham, Michigan	$303K	+$47.5K	1	0.01%	Increased
797	GAM Griffin Asset Management New York	$300K	$0	1	0.1%	Maintained
798	LC Lakeshore Capital Birmingham, Alabama	$300K	-$11.1K	1	0.3%	Reduced
799	TCM Tufton Capital Management Hunt Valley, Maryland	$300K	$0	1	0.06%	Maintained
800	MRCM M&R Capital Management Summit, New Jersey	$289K	+$284K	1	0.07%	New