← 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	GBT Grove Bank & Trust Miami, Florida	$712K	+$8.38K	1	0.35%	Increased
777	CI Cavalier Investments Alpharetta, Georgia	$711K	+$363K	1	0.34%	Increased
778	SB Simmons Bank Pine Bluff, Arkansas	$707K	+$70.2K	1	0.07%	Increased
779	Magnetar Financial Evanston, Illinois	$700K	-$1.03M	2	0.01%	Reduced
780	PA Probity Advisors Dallas, Texas	$698K	-$81.5K	1	0.26%	Reduced
781	GP GLG Partners London, United Kingdom	$692K	+$680K	1	0.04%	New
782	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$685K	-$106K	1	0.45%	Reduced
783	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$683K	+$45.3K	1	0.11%	Increased
784	Caxton Associates (New York) New York	$682K	-$3.61M	2	0.02%	Reduced
785	FG Fiduciary Group Savannah, Georgia	$680K	-$69.5K	1	0.15%	Reduced
786	TAM Tyers Asset Management Austin, Texas	$676K	+$56.6K	2	0.02%	Increased
787	VWM Valley Wealth Managers Paramus, New Jersey	$675K	-$10.9K	1	0.08%	Reduced
788	FBC Fairfield, Bush & Co Darien, Connecticut	$670K	$0	1	0.21%	Maintained
789	AAM American Asset Management Boca Raton, Florida	$668K	+$377	1	0.41%	Increased
790	NRS Neville Rodie & Shaw New York	$666K	$0	1	0.07%	Maintained
791	Verition Fund Management Greenwich, Connecticut	$660K	-$854K	2	0.05%	Reduced
792	VI Versor Investments New York	$658K	+$312K	2	0.22%	Increased
793	Azimuth Capital Management Bloomfield Hills, Michigan	$657K	+$1.21K	1	0.05%	Increased
794	BCM Birmingham Capital Management Birmingham, Alabama	$657K	$0	1	0.26%	Maintained
795	CCA Cobblestone Capital Advisors Rochester, New York	$656K	-$19.6K	1	0.08%	Reduced
796	FCAG First Capital Advisors Group Little Silver, New Jersey	$650K	-$68.5K	1	0.45%	Reduced
797	SMC Smith, Moore & Co Clayton, Missouri	$649K	$0	1	0.18%	Maintained
798	Salem Investment Counselors Winston Salem, North Carolina	$648K	-$1.66K	1	0.08%	Reduced
799	Busey Bank Urbana, Illinois	$639K	$0	1	0.08%	Maintained
800	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$639K	+$215K	1	0.13%	Increased