← 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	ATC Argent Trust Company Ruston, Louisiana	$288K	+$34.1K	1	0.11%	Increased
802	Sterling Capital Management Charlotte, North Carolina	$287K	+$281K	1	0%	New
803	TCM Twin Capital Management Mcmurray, Pennsylvania	$286K	+$281K	1	0.03%	New
804	Hillsdale Investment Management Toronto, Ontario, Canada	$279K	$0	1	0.08%	Maintained
805	CCA Cobblestone Capital Advisors Rochester, New York	$275K	-$663	1	0.05%	Reduced
806	GIS Guardian Investor Services New York	$275K	-$9.73K	1	0.21%	Reduced
807	BRWM B. Riley Wealth Management Memphis, Tennessee	$273K	+$263K	2	0.2%	New
808	BTNA Bremer Trust National Association St. Cloud, Minnesota	$267K	-$6.19K	1	0.1%	Reduced
809	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$265K	+$217K	1	0.06%	New
810	Grimes & Company Westborough, Massachusetts	$264K	$0	1	0.07%	Maintained
811	ZDA Zweig-DiMenna Associates New York	$261K	+$242K	1	0.02%	New
812	BFO Boston Family Office Boston, Massachusetts	$256K	$0	1	0.03%	Maintained
813	ACM Argent Capital Management St Louis, Missouri	$252K	-$49.6M	1	0.01%	Reduced
814	AI ArchPoint Investors Coral Gables, Florida	$250K	$0	1	0.23%	Maintained
815	Bartlett & Co Cincinnati, Ohio	$249K	-$40.5K	1	0.01%	Reduced
816	WPC White Pine Capital Bloomington, Minnesota	$248K	-$37.9K	1	0.08%	Reduced
817	TCOT Trust Company of Toledo Holland, Ohio	$243K	$0	1	0.07%	Maintained
818	ECM Everence Capital Management Goshen, Indiana	$240K	+$235K	1	0.09%	New
819	Wedbush Securities Los Angeles, California	$240K	-$87.3K	1	0.04%	Reduced
820	YMRC Yorktown Management & Research Company Forest, Virginia	$240K	$0	1	0.05%	Maintained
821	CCB Cutter & Co Brokerage Ballwin, Missouri	$236K	$0	1	0.09%	Maintained
822	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$232K	-$29.5K	1	0.14%	Reduced
823	ST Spinnaker Trust Portland, Maine	$232K	+$4.13K	1	0.04%	Increased
824	I IberiaBank Lafayette, Louisiana	$231K	+$4.5K	1	0.14%	Increased
825	NME Notis-McConarty Edward	$230K	$0	1	0.16%	Maintained