← 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	$424K	$0	1	0.14%	Maintained
777	FineMark National Bank & Trust Fort Myers, Florida	$420K	-$73.4K	3	0.04%	Reduced
778	WPC Waters Parkerson & Co New Orleans, Louisiana	$420K	-$84.7K	1	0.04%	Reduced
779	DP Dearborn Partners Chicago, Illinois	$418K	+$6.47K	1	0.04%	Increased
780	WBG Wharton Business Group Malvern, Pennsylvania	$417K	+$410K	1	0.05%	New
781	Seizert Capital Partners Birmingham, Michigan	$413K	+$77.4K	1	0.02%	Increased
782	SAM Silverback Asset Management Chapel Hill, North Carolina	$413K	+$184K	1	0.12%	Increased
783	EFS Essex Financial Services Essex, Connecticut	$412K	-$15.8K	1	0.1%	Reduced
784	CL CIM LLC Albany, New York	$405K	+$372K	1	0.19%	New
785	GCA Gideon Capital Advisors New York	$403K	+$397K	1	0.24%	New
786	Douglass Winthrop Advisors New York	$401K	+$395K	1	0.03%	New
787	FIM Frontier Investment Management Dallas, Texas	$397K	-$1.55K	1	0.04%	Reduced
788	PineBridge Investments New York	$395K	-$216K	2	0.02%	Reduced
789	SCI S&CO Inc Boston, Massachusetts	$394K	$0	1	0.06%	Maintained
790	VIA Virtus Investment Advisers Hartford, Connecticut	$393K	+$387K	1	0.03%	New
791	RB Rodgers Brothers Harmony, Pennsylvania	$392K	+$194	1	0.16%	Increased
792	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$389K	+$9.05K	1	0.05%	Increased
793	PTC Private Trust Company Cleveland, Ohio	$389K	-$20.4K	1	0.09%	Reduced
794	FTC Farmers Trust Company Youngstown, Ohio	$386K	$0	1	0.13%	Maintained
795	BCP Blue Chip Partners Farmington Hills, Michigan	$383K	+$157K	1	0.17%	Increased
796	BCM BTR Capital Management Oakland, California	$368K	$0	1	0.08%	Maintained
797	LAM Lebenthal Asset Management New York	$368K	+$93.2K	3	0.05%	Increased
798	NFG Next Financial Group Houston, Texas	$368K	+$61.8K	3	0.07%	Increased
799	Heritage Investors Management Corp Bethesda, Maryland	$362K	-$18.1K	1	0.03%	Reduced
800	AT Arden Trust Wilmington, Delaware	$361K	-$2.81M	1	0.06%	Reduced