← 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	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$615K	-$12.1K	1	0.1%	Reduced
777	Wedbush Securities Los Angeles, California	$610K	-$18.6K	2	0.08%	Reduced
778	DTL Dynamic Technology Lab Singapore	$607K	+$196K	2	0.14%	Increased
779	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$601K	+$7K	1	0.01%	Increased
780	Sageworth Trust Lancaster, Pennsylvania	$594K	$0	1	0.12%	Maintained
781	Verition Fund Management Greenwich, Connecticut	$594K	-$1.81M	1	0.06%	Reduced
782	PAM Paradigm Asset Management New York	$593K	+$390K	2	0.11%	Increased
783	GCIA Gabelli & Co Investment Advisers Rye, New York	$586K	$0	1	0.07%	Maintained
784	Natixis Paris, France	$583K	+$275K	2	0.01%	Increased
785	ZWJ Investment Counsel Atlanta, Georgia	$582K	+$558K	1	0.05%	New
786	AP Advisor Partners Walnut Creek, California	$580K	+$52.4K	1	0.15%	Increased
787	LIC Lodestar Investment Counsel Chicago, Illinois	$572K	+$14.2K	1	0.07%	Increased
788	RFCA R&F Capital Advisors New York	$569K	-$732K	1	0.15%	Reduced
789	HL HeadInvest LLC Portland, Maine	$568K	$0	1	0.19%	Maintained
790	Wealthspire Advisors (Maryland) Potomac, Maryland	$558K	-$58.8K	3	0.08%	Reduced
791	Moneta Group Investment Advisors St Louis, Missouri	$556K	+$15.3K	1	0.11%	Increased
792	AI ArchPoint Investors Coral Gables, Florida	$545K	-$128K	1	0.2%	Reduced
793	HIC Holderness Investments Company Greensboro, North Carolina	$536K	+$3.55K	1	0.27%	Increased
794	RIM Regent Investment Management Louisville, Kentucky	$528K	-$11.4K	1	0.2%	Reduced
795	FineMark National Bank & Trust Fort Myers, Florida	$524K	+$48.9K	1	0.04%	Increased
796	SSG Summit Securities Group New York	$521K	+$487K	2	0.15%	New
797	Tiedemann Advisors New York	$520K	+$166K	1	0.04%	Increased
798	ACM Alethea Capital Management Mercer Island, Washington	$519K	$0	1	0.62%	Maintained
799	FNB Farmers National Bank Danville, Kentucky	$518K	$0	1	0.3%	Maintained
800	FP FDO Partners Cambridge, Massachusetts	$516K	-$1.47M	1	0.13%	Reduced