← 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	Cetera Advisor Networks El Segundo, California	$307K	-$77.3K	1	0.02%	Reduced
802	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$305K	-$10.1K	1	0.02%	Reduced
803	First Manhattan New York	$305K	+$9.12K	3	0%	Increased
804	Seizert Capital Partners Birmingham, Michigan	$304K	+$98.3K	1	0.01%	Increased
805	HC Henshaw Capital Woburn, Massachusetts	$304K	$0	1	0.04%	Maintained
806	PM Parametrica Management Wanchai, Hong Kong	$302K	+$317K	1	0.45%	New
807	WA Wheatland Advisors Lancaster, Pennsylvania	$301K	$0	1	0.29%	Maintained
808	Dynamic Advisor Solutions Phoenix, Arizona	$300K	-$3.06M	1	0.12%	Reduced
809	IAM Impax Asset Management Portsmouth, New Hampshire	$300K	-$2.03M	1	0.02%	Reduced
810	BUB BBVA USA Bancshares Houston, Texas	$299K	+$282K	1	0.02%	New
811	FSCM Front Street Capital Management Missoula, Montana	$290K	+$298K	1	0.14%	New
812	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$290K	+$295K	2	0.15%	New
813	DA Dillon & Associates Jackson, Michigan	$285K	-$36.9K	1	0.13%	Reduced
814	Adams Diversified Equity Fund Baltimore, Maryland	$281K	+$265K	1	0.02%	New
815	NFG Next Financial Group Houston, Texas	$278K	+$7.86K	2	0.09%	Increased
816	GLRA Gerald L. Ray & Associates Dallas, Texas	$276K	$0	1	0.04%	Maintained
817	CL Croft-Leominster Baltimore, Maryland	$274K	$0	1	0.06%	Maintained
818	HFS Haverford Financial Services Radnor, Pennsylvania	$273K	-$1.78K	1	0.12%	Reduced
819	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$272K	-$138K	1	0.27%	Reduced
820	WI Wedgewood Investors Erie, Pennsylvania	$272K	$0	1	0.26%	Maintained
821	WB Webster Bank Waterbury, Connecticut	$269K	+$9.03K	1	0.04%	Increased
822	WIM Wilen Investment Management Bonita Springs, Florida	$265K	-$6.14K	1	0.17%	Reduced
823	Donaldson Capital Management Evansville, Indiana	$263K	-$15.1K	1	0.04%	Reduced
824	AHC Adell Harriman & Carpenter Houston, Texas	$263K	-$111K	1	0.07%	Reduced
825	PIM Progressive Investment Management Lake Oswego, Oregon	$261K	+$13.5K	1	0.25%	Increased