← 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	Epoch Investment Partners New York	$378K	+$45.9K	1	0%	Increased
777	GGPS Gary Goldberg Planning Services Suffern, New York	$375K	-$109K	1	0.17%	Reduced
778	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$366K	+$20.8K	1	0.15%	Increased
779	WFM Wilmington Funds Management Wilmington, Delaware	$365K	-$312K	1	0.04%	Reduced
780	Jane Street New York	$361K	-$366K	2	0%	Reduced
781	WIS Wright Investors Service Shelton, Connecticut	$358K	+$344K	1	0.16%	New
782	Stock Yards Bank & Trust Louisville, Kentucky	$357K	+$16.2K	1	0.05%	Increased
783	Burney Company Reston, Virginia	$352K	-$22.3K	1	0.03%	Reduced
784	WIM Wilen Investment Management Bonita Springs, Florida	$352K	-$14.8K	1	0.21%	Reduced
785	PineBridge Investments New York	$346K	-$198K	2	0.01%	Reduced
786	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$345K	$0	1	0.12%	Maintained
787	PIM Penobscot Investment Management Boston, Massachusetts	$344K	+$10.4K	1	0.12%	Increased
788	Hillsdale Investment Management Toronto, Ontario, Canada	$339K	+$4.65K	2	0.08%	Increased
789	Prospera Financial Services Dallas, Texas	$337K	+$324K	1	0.09%	New
790	WSCM Wellington Shields Capital Management New York	$333K	+$262K	2	0.05%	Increased
791	MJP Michael J. Puzo	$332K	$0	1	0.23%	Maintained
792	HIC Harvey Investment Company Louisville, Kentucky	$328K	-$148K	1	0.08%	Reduced
793	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$327K	+$98.3K	1	0.04%	Increased
794	Luther King Capital Management (LKCM) Fort Worth, Texas	$324K	+$312K	1	0%	New
795	CCA Cobblestone Capital Advisors Rochester, New York	$320K	+$36.4K	1	0.06%	Increased
796	Sterling Capital Management Charlotte, North Carolina	$320K	+$24.7K	1	0%	Increased
797	NPA Nichols & Pratt Advisers Boston, Massachusetts	$318K	+$306K	1	0.03%	New
798	CAM Cortina Asset Management Milwaukee, Wisconsin	$316K	-$140K	1	0.01%	Reduced
799	GAM Griffin Asset Management New York	$316K	+$7.05K	1	0.1%	Increased
800	Boston Trust Walden Boston, Massachusetts	$314K	$0	1	0%	Maintained