← 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
801	Grimes & Company Westborough, Massachusetts	$267K	-$6.47K	1	0.08%	Reduced
802	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$265K	$0	1	0.17%	Maintained
803	NCA NCM Capital Advisers Durham, North Carolina	$263K	$0	1	0.27%	Maintained
804	Bessemer Group Woodbridge, New Jersey	$261K	+$73.3K	2	0%	Increased
805	Jane Street New York	$260K	-$3.88M	2	0%	Reduced
806	BFO Boston Family Office Boston, Massachusetts	$259K	+$640	1	0.03%	Increased
807	BAC Boys Arnold & Co Asheville, North Carolina	$259K	+$4.98K	1	0.05%	Increased
808	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$259K	+$242K	1	0.03%	New
809	DBT Dubuque Bank & Trust Dubuque, Iowa	$258K	$0	1	0.05%	Maintained
810	Seizert Capital Partners Birmingham, Michigan	$258K	-$4.98K	1	0.01%	Reduced
811	ATC Argent Trust Company Ruston, Louisiana	$257K	+$10.9K	1	0.1%	Increased
812	PEAK6 Group Chicago, Illinois	$256K	-$8.73M	2	0%	Reduced
813	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$255K	-$32K	1	0.05%	Reduced
814	AI ArchPoint Investors Coral Gables, Florida	$253K	-$29.2K	1	0.23%	Reduced
815	BMM Buffington Mohr McNeal Boise, Idaho	$252K	+$119K	1	0.16%	Increased
816	YMRC Yorktown Management & Research Company Forest, Virginia	$244K	$0	1	0.05%	Maintained
817	Dana Investment Advisors Waukesha, Wisconsin	$243K	-$3.56K	1	0.02%	Reduced
818	Synovus Financial Columbus, Georgia	$242K	-$17.3K	1	0.01%	Reduced
819	CCB Cutter & Co Brokerage Ballwin, Missouri	$239K	+$223K	1	0.11%	New
820	Hillsdale Investment Management Toronto, Ontario, Canada	$235K	$0	1	0.07%	Maintained
821	NME Notis-McConarty Edward	$233K	+$218K	1	0.16%	New
822	RNS Robert N. Shapiro	$231K	+$743	2	0.04%	Increased
823	ST Spinnaker Trust Portland, Maine	$231K	-$91.1K	1	0.04%	Reduced
824	FP Foundry Partners Minneapolis, Minnesota	$230K	+$215K	1	0.02%	New
825	I IberiaBank Lafayette, Louisiana	$230K	-$116K	1	0.15%	Reduced