← 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	PCM Prelude Capital Management New York	$369K	-$1.01M	2	0.05%	Reduced
802	VCAM Van Cleef Asset Management Beachwood, Ohio	$369K	+$33K	1	0.14%	Increased
803	Group One Trading Chicago, Illinois	$366K	+$30.3K	2	0.01%	Increased
804	Jefferies Group New York	$366K	-$3.92M	1	0%	Reduced
805	WRM Westport Resources Management Westport, Connecticut	$366K	-$1.28M	2	0.1%	Reduced
806	3NC 300 North Capital Pasadena, California	$363K	$0	1	0.08%	Maintained
807	State of Alaska Department of Revenue Juneau, Alaska	$361K	-$643K	1	0.07%	Reduced
808	SC Searle & Co Greenwich, Connecticut	$360K	+$349K	1	0.3%	New
809	WI Wedgewood Investors Erie, Pennsylvania	$348K	$0	1	0.35%	Maintained
810	PPCM Pillar Pacific Capital Management Pacifica, California	$344K	$0	1	0.06%	Maintained
811	WA Wheatland Advisors Lancaster, Pennsylvania	$343K	$0	1	0.33%	Maintained
812	AAP Ardsley Advisory Partners Stamford, Connecticut	$340K	+$124K	1	0.05%	Increased
813	KA KLCM Advisors Milwaukee, Wisconsin	$340K	$0	1	0.09%	Maintained
814	Bridgewater Associates Westport, Connecticut	$338K	-$1.74M	1	0%	Reduced
815	EIM Essex Investment Management Boston, Massachusetts	$330K	-$53.4K	1	0.05%	Reduced
816	JIP Jaffetilchin Investment Partners Tampa, Florida	$328K	+$308K	1	0.11%	New
817	CBU CIBC Bank USA Chicago, Illinois	$326K	-$203K	1	0.06%	Reduced
818	Laird Norton Wetherby Wealth Management San Francisco, California	$321K	-$67.1K	1	0.08%	Reduced
819	TNB Thomasville National Bank Thomasville, Georgia	$321K	$0	1	0.11%	Maintained
820	CT Cambridge Trust Cambridge, Massachusetts	$316K	-$8.24K	1	0.03%	Reduced
821	FM Foster & Motley Cincinnati, Ohio	$316K	-$53.7K	1	0.07%	Reduced
822	WIM Wilen Investment Management Bonita Springs, Florida	$310K	$0	1	0.2%	Maintained
823	BCA Bray Capital Advisors Naples, Florida	$309K	+$300K	1	0.2%	New
824	JIR James Investment Research Alpha, Ohio	$306K	$0	1	0.01%	Maintained
825	PTC Private Trust Company Cleveland, Ohio	$306K	-$58.4K	1	0.1%	Reduced