← 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	FBC Fairfield, Bush & Co Darien, Connecticut	$402K	$0	1	0.12%	Maintained
777	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$396K	+$427K	1	0.06%	New
778	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$385K	+$15K	1	0.05%	Increased
779	FIM Frontier Investment Management Dallas, Texas	$384K	-$2.47K	1	0.04%	Reduced
780	AGM Alpine Global Management New York	$383K	+$79.1K	1	0.06%	Increased
781	State of Alaska Department of Revenue Juneau, Alaska	$377K	+$40.2K	1	0.08%	Increased
782	PPCM Pillar Pacific Capital Management Pacifica, California	$376K	$0	1	0.07%	Maintained
783	Destination Wealth Management Walnut Creek, California	$371K	+$400K	1	0.02%	New
784	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$370K	+$51.6K	1	0.03%	Increased
785	AL Airain Ltd St. Peter Port, Guernsey	$368K	+$385K	1	0.02%	New
786	First Manhattan New York	$368K	+$8.33K	2	0%	Increased
787	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$368K	-$45.9K	1	0.08%	Reduced
788	WTB Washington Trust Bank Spokane, Washington	$368K	$0	1	0.09%	Maintained
789	VCAM Van Cleef Asset Management Beachwood, Ohio	$366K	$0	1	0.14%	Maintained
790	HIS Horizon Investment Services Hammond, Indiana	$363K	-$35.1K	1	0.15%	Reduced
791	AF Aldebaran Financial	$361K	$0	1	0.3%	Maintained
792	Choate Investment Advisors Boston, Massachusetts	$360K	-$61.3K	1	0.02%	Reduced
793	EI EDMP Inc Lutz, Florida	$360K	+$377K	1	0.34%	New
794	PIM Progressive Investment Management Lake Oswego, Oregon	$357K	-$37.8K	1	0.39%	Reduced
795	WI Wedgewood Investors Erie, Pennsylvania	$346K	$0	1	0.33%	Maintained
796	NME Notis-McConarty Edward	$342K	$0	1	0.23%	Maintained
797	Atria Investments Charlotte, North Carolina	$341K	+$62.4K	1	0.04%	Increased
798	WA Wheatland Advisors Lancaster, Pennsylvania	$340K	$0	1	0.33%	Maintained
799	1GA 1st Global Advisors Dallas, Texas	$339K	-$258K	1	0.05%	Reduced
800	PineBridge Investments New York	$336K	-$488K	2	0.01%	Reduced