← 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	Sterling Capital Management Charlotte, North Carolina	$268K	+$6.24K	1	0%	Increased
802	B BancorpSouth Tupelo, Mississippi	$266K	$0	1	0.03%	Maintained
803	CCA Cobblestone Capital Advisors Rochester, New York	$263K	$0	1	0.05%	Maintained
804	IT Investors Trust Dallas, Texas	$262K	-$651K	1	0.48%	Reduced
805	EEG E.E. Geduld	$261K	+$61K	1	0.18%	Increased
806	WIS Wright Investors Service Shelton, Connecticut	$259K	-$39.6K	1	0.13%	Reduced
807	NEAM New England Asset Management Farmington, Connecticut	$255K	$0	1	0.01%	Maintained
808	LC Lakeshore Capital Birmingham, Alabama	$254K	$0	1	0.25%	Maintained
809	GAM Griffin Asset Management New York	$253K	-$6.74K	1	0.08%	Reduced
810	TCM Tufton Capital Management Hunt Valley, Maryland	$253K	$0	1	0.05%	Maintained
811	Evercore Wealth Management New York	$251K	$0	1	0.01%	Maintained
812	SouthState Corp Winter Haven, Florida	$250K	-$72.9K	1	0.04%	Reduced
813	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$250K	+$15K	1	0.02%	Increased
814	DBT Dubuque Bank & Trust Dubuque, Iowa	$249K	-$5.46K	1	0.04%	Reduced
815	AI ArchPoint Investors Coral Gables, Florida	$244K	+$18.1K	1	0.21%	Increased
816	MRCM M&R Capital Management Summit, New Jersey	$244K	$0	1	0.06%	Maintained
817	Bartlett & Co Cincinnati, Ohio	$242K	-$7.09K	1	0.01%	Reduced
818	Seizert Capital Partners Birmingham, Michigan	$242K	-$5.32K	1	0%	Reduced
819	BTNA Bremer Trust National Association St. Cloud, Minnesota	$240K	+$4.82K	1	0.08%	Increased
820	Synovus Financial Columbus, Georgia	$239K	+$87.7K	1	0.01%	Increased
821	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$238K	-$436K	1	0.04%	Reduced
822	GA Geneva Advisors Chicago, Illinois	$238K	+$2.55K	1	0%	Increased
823	ACM Alta Capital Management Salt Lake City, Utah	$236K	-$13.3K	1	0.02%	Reduced
824	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$235K	+$234K	1	0.01%	New
825	TC Telemus Capital Southfield, Michigan	$233K	$0	1	0.06%	Maintained