← 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	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$318K	+$84.3K	1	0.33%	Increased
802	TIP Torray Investment Partners Bethesda, Maryland	$318K	-$11.2M	1	0.04%	Reduced
803	CT Cambridge Trust Cambridge, Massachusetts	$315K	-$340	1	0.03%	Reduced
804	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$315K	-$528K	1	0.06%	Reduced
805	DL Delta Lloyd Amsterdam, Netherlands	$313K	$0	1	0.01%	Maintained
806	SC Searle & Co Greenwich, Connecticut	$312K	-$47.6K	1	0.27%	Reduced
807	WIM Wilen Investment Management Bonita Springs, Florida	$310K	$0	1	0.21%	Maintained
808	AGM Alpine Global Management New York	$309K	-$424K	1	0.1%	Reduced
809	JIR James Investment Research Alpha, Ohio	$306K	$0	1	0.01%	Maintained
810	LC Lakeshore Capital Birmingham, Alabama	$306K	+$34K	1	0.5%	Increased
811	PTC Private Trust Company Cleveland, Ohio	$306K	+$408	1	0.09%	Increased
812	SCA Secor Capital Advisors New York	$304K	+$291K	1	0.12%	New
813	IRS Invictus RG (Singapore) Singapore	$300K	-$187K	2	0.29%	Reduced
814	FM Foster & Motley Cincinnati, Ohio	$298K	-$18K	1	0.07%	Reduced
815	MJP Michael J. Puzo	$298K	+$680	1	0.19%	Increased
816	MRCM M&R Capital Management Summit, New Jersey	$296K	+$34.7K	1	0.07%	Increased
817	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$289K	+$75.6K	1	0.14%	Increased
818	PAM Princeton Alpha Management Princeton Junction, New Jersey	$288K	-$388K	1	0.06%	Reduced
819	NPA Nichols & Pratt Advisers Boston, Massachusetts	$287K	$0	1	0.03%	Maintained
820	Atria Investments Charlotte, North Carolina	$283K	-$97.6K	1	0.03%	Reduced
821	Bartlett & Co Cincinnati, Ohio	$278K	+$18.7K	1	0.01%	Increased
822	PIM Penobscot Investment Management Boston, Massachusetts	$278K	$0	1	0.09%	Maintained
823	Evercore Wealth Management New York	$277K	+$34K	1	0.01%	Increased
824	GFG Gray Financial Group Atlanta, Georgia	$276K	+$274K	1	0.1%	New
825	TH Timber Hill Greenwich, Connecticut	$276K	+$254K	1	0%	New