← 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	BMC Benin Management Corp Wilton, Connecticut	$432K	-$65.9K	1	0.23%	Reduced
777	KA Kovack Advisors Ft. Lauderdale, Florida	$430K	+$1.52K	1	0.44%	Increased
778	Fort Washington Investment Advisors Cincinnati, Ohio	$429K	-$400K	1	0.01%	Reduced
779	NME Notis-McConarty Edward	$426K	$0	1	0.29%	Maintained
780	WTB Washington Trust Bank Spokane, Washington	$423K	+$18.1K	1	0.11%	Increased
781	FBC Fairfield, Bush & Co Darien, Connecticut	$411K	$0	1	0.12%	Maintained
782	Salem Investment Counselors Winston Salem, North Carolina	$410K	$0	1	0.05%	Maintained
783	CC Cannell & Co New York	$409K	-$21.1K	1	0.01%	Reduced
784	AIM Allen Investment Management New York	$407K	+$382K	1	0.03%	New
785	CCP Clarkston Capital Partners Rochester, Michigan	$406K	+$381K	1	0.06%	New
786	MCM Manchester Capital Management Manchester, Vermont	$402K	$0	1	0.05%	Maintained
787	Algert Global San Francisco, California	$397K	-$146K	1	0.24%	Reduced
788	KT Kanaly Trust Houston, Texas	$396K	-$6.66K	1	0.08%	Reduced
789	Banque Pictet & Cie Geneva 73, Switzerland	$393K	-$52K	1	0.01%	Reduced
790	BAS Brown Advisory Securities Baltimore, Maryland	$392K	-$59.9K	1	0.14%	Reduced
791	YP Yellowstone Partners Idaho Falls, Idaho	$388K	-$79.5K	1	0.21%	Reduced
792	HL HeadInvest LLC Portland, Maine	$387K	-$39.6K	1	0.15%	Reduced
793	PCM Piermont Capital Management St. Louis, Missouri	$386K	$0	1	0.14%	Maintained
794	DL Delta Lloyd Amsterdam, Netherlands	$385K	$0	1	0.01%	Maintained
795	CCM CrestPoint Capital Management Four Seasons, Missouri	$381K	$0	1	0.21%	Maintained
796	FIM Frontier Investment Management Dallas, Texas	$381K	-$33.6K	1	0.06%	Reduced
797	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$381K	-$28.9K	1	0.04%	Reduced
798	Atria Investments Charlotte, North Carolina	$380K	-$58.8K	1	0.04%	Reduced
799	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$374K	+$38.7K	1	0.05%	Increased
800	First Manhattan New York	$371K	$0	2	0%	Maintained