← 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	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$322K	$0	1	0.11%	Maintained
777	GGPS Gary Goldberg Planning Services Suffern, New York	$321K	+$14.4K	1	0.13%	Increased
778	WA Wheatland Advisors Lancaster, Pennsylvania	$319K	$0	1	0.32%	Maintained
779	Brighton Jones LLC Seattle, Washington	$318K	$0	1	0.07%	Maintained
780	KA KLCM Advisors Milwaukee, Wisconsin	$317K	$0	1	0.08%	Maintained
781	SIG Schooner Investment Group Wayne, Pennsylvania	$313K	-$3.47M	1	0.07%	Reduced
782	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$312K	+$48.9K	1	0.04%	Increased
783	VCAM Van Cleef Asset Management Beachwood, Ohio	$312K	-$16.5K	1	0.13%	Reduced
784	PCM Piermont Capital Management St. Louis, Missouri	$306K	+$300K	1	0.12%	New
785	CT Cambridge Trust Cambridge, Massachusetts	$303K	-$93.3K	1	0.03%	Reduced
786	TNB Thomasville National Bank Thomasville, Georgia	$300K	-$20.2K	1	0.11%	Reduced
787	HH Hilltop Holdings Dallas, Texas	$292K	-$117K	1	0.13%	Reduced
788	WIM Wilen Investment Management Bonita Springs, Florida	$290K	$0	1	0.18%	Maintained
789	Burney Company Reston, Virginia	$285K	-$4.68K	1	0.02%	Reduced
790	JIR James Investment Research Alpha, Ohio	$285K	-$651K	1	0.01%	Reduced
791	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$284K	-$19.3K	1	0.11%	Reduced
792	Clark Capital Management Group Philadelphia, Pennsylvania	$279K	-$3.09M	1	0.02%	Reduced
793	NG NatWest Group Edinburgh, Scotland, United Kingdom	$278K	+$63.8K	1	0%	Increased
794	PIM Penobscot Investment Management Boston, Massachusetts	$277K	-$6.38K	1	0.09%	Reduced
795	AF Arrow Financial Glens Falls, New York	$276K	-$149K	1	0.08%	Reduced
796	Boston Trust Walden Boston, Massachusetts	$276K	+$20.6K	1	0%	Increased
797	PPCM Pillar Pacific Capital Management Pacifica, California	$273K	$0	1	0.05%	Maintained
798	MJP Michael J. Puzo	$272K	$0	1	0.19%	Maintained
799	HIC Harvey Investment Company Louisville, Kentucky	$269K	$0	1	0.07%	Maintained
800	NPA Nichols & Pratt Advisers Boston, Massachusetts	$268K	+$7.94K	1	0.02%	Increased