← 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	Beck Mack & Oliver New York	$370K	$0	1	0.01%	Maintained
777	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$365K	+$375K	1	0.23%	New
778	TH Timber Hill Greenwich, Connecticut	$365K	+$382K	1	0%	New
779	FIM Frontier Investment Management Dallas, Texas	$363K	+$246	1	0.05%	Increased
780	Capital Investment Advisors Atlanta, Georgia	$361K	-$36.1K	1	0.03%	Reduced
781	SCI S&CO Inc Boston, Massachusetts	$358K	$0	1	0.06%	Maintained
782	RB Rodgers Brothers Harmony, Pennsylvania	$356K	+$111K	1	0.15%	Increased
783	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$356K	+$366K	1	0.01%	New
784	BFG Beacon Financial Group Dallas, Texas	$355K	-$14.2K	1	0.08%	Reduced
785	CA Cullinan Associates Louisville, Kentucky	$354K	+$364K	1	0.03%	New
786	Wealthfront Palo Alto, California	$354K	+$12.8K	1	0.01%	Increased
787	FTC Farmers Trust Company Youngstown, Ohio	$351K	$0	1	0.11%	Maintained
788	Eventide Asset Management Boston, Massachusetts	$346K	+$98.3K	1	0.02%	Increased
789	Heritage Investors Management Corp Bethesda, Maryland	$346K	+$676	1	0.03%	Increased
790	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$345K	+$234K	1	0.05%	Increased
791	LA Lucus Advisors New York	$341K	-$705K	1	0.28%	Reduced
792	KA KLCM Advisors Milwaukee, Wisconsin	$340K	-$12.3K	1	0.12%	Reduced
793	SCCM Schafer Cullen Capital Management New York	$336K	-$6.12M	1	0%	Reduced
794	BCM BTR Capital Management Oakland, California	$334K	-$6.14K	1	0.08%	Reduced
795	WIS Wright Investors Service Shelton, Connecticut	$333K	+$8.84K	1	0.14%	Increased
796	AT Argent Trust San Antonio, Texas	$331K	+$32.4K	1	0.1%	Increased
797	HighPoint Advisor Group Downers Grove, Illinois	$321K	+$299K	1	0.11%	New
798	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$320K	+$30.7K	1	0.04%	Increased
799	FM Forward Management San Francisco, California	$314K	-$7.31K	1	0.03%	Reduced
800	HIS Horizon Investment Services Hammond, Indiana	$312K	-$5.17K	1	0.16%	Reduced