← 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	VCAM Van Cleef Asset Management Beachwood, Ohio	$369K	$0	1	0.14%	Maintained
777	First Manhattan New York	$366K	$0	2	0%	Maintained
778	AF Aldebaran Financial	$364K	-$105K	1	0.31%	Reduced
779	BAS Brown Advisory Securities Baltimore, Maryland	$363K	-$28.3K	1	0.13%	Reduced
780	GVT Genesee Valley Trust Pittsford, New York	$357K	-$212K	1	0.22%	Reduced
781	BMC Benin Management Corp Wilton, Connecticut	$353K	-$78.2K	1	0.19%	Reduced
782	Prospera Financial Services Dallas, Texas	$353K	+$105K	1	0.08%	Increased
783	PPCM Pillar Pacific Capital Management Pacifica, California	$352K	-$20.4K	1	0.06%	Reduced
784	FWM Frontier Wealth Management Kansas City, Missouri	$350K	-$341K	1	0.06%	Reduced
785	WI Wedgewood Investors Erie, Pennsylvania	$348K	$0	1	0.34%	Maintained
786	BCM Bluefin Capital Management New York	$346K	+$63.8K	1	0.03%	Increased
787	LH Lebenthal Holdings New York	$346K	+$82.5K	1	0.08%	Increased
788	NME Notis-McConarty Edward	$344K	-$81.6K	1	0.24%	Reduced
789	WA Wheatland Advisors Lancaster, Pennsylvania	$342K	$0	1	0.34%	Maintained
790	State of Alaska Department of Revenue Juneau, Alaska	$341K	-$19.7K	1	0.07%	Reduced
791	AAP Ardsley Advisory Partners Stamford, Connecticut	$340K	$0	1	0.05%	Maintained
792	CBU CIBC Bank USA Chicago, Illinois	$340K	+$14.8K	1	0.06%	Increased
793	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$340K	-$40.8K	1	0.04%	Reduced
794	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$338K	+$342K	2	0.14%	New
795	Highbridge Capital Management New York	$332K	+$332K	1	0%	New
796	Cullen Capital Management New York	$326K	+$326K	1	0.01%	New
797	Congress Asset Management Boston, Massachusetts	$325K	-$154K	1	0.01%	Reduced
798	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$323K	+$47.6K	1	0.02%	Increased
799	KA KLCM Advisors Milwaukee, Wisconsin	$319K	-$20.4K	1	0.09%	Reduced
800	MSI Financial Services Springfield, Massachusetts	$319K	+$133K	5	0.02%	Increased