← 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	ECM Everence Capital Management Goshen, Indiana	$451K	-$153K	1	0.13%	Reduced
802	LMR Partners London, United Kingdom	$451K	+$84.2K	1	0.07%	Increased
803	CFN Cordasco Financial Network Naples, Florida	$449K	-$117K	1	0.51%	Reduced
804	NL NWAM LLC Mercer Island, Washington	$441K	-$25.4K	1	0.15%	Reduced
805	MWVC Morgens Waterfall Vintiadis & Co New York	$437K	$0	1	0.42%	Maintained
806	Eventide Asset Management Boston, Massachusetts	$436K	$0	1	0.03%	Maintained
807	PTC Private Trust Company Cleveland, Ohio	$436K	+$37.4K	1	0.1%	Increased
808	FRM Fox Run Management Greenwich, Connecticut	$431K	+$424K	2	0.23%	New
809	IR Invictus RG Hamilton, Bermuda	$431K	+$43.1K	2	0.29%	Increased
810	Choate Investment Advisors Boston, Massachusetts	$431K	-$10.5K	1	0.03%	Reduced
811	FineMark National Bank & Trust Fort Myers, Florida	$429K	$0	3	0.03%	Maintained
812	SIA SeaBridge Investment Advisors Summit, New Jersey	$426K	-$51.5K	1	0.1%	Reduced
813	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$425K	+$81K	1	0.03%	Increased
814	EFS Essex Financial Services Essex, Connecticut	$424K	+$3.35K	1	0.09%	Increased
815	AT Arden Trust Wilmington, Delaware	$417K	+$46.9K	1	0.06%	Increased
816	DP Dearborn Partners Chicago, Illinois	$416K	-$11.5K	1	0.03%	Reduced
817	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$415K	-$21.3K	1	0.22%	Reduced
818	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$414K	+$16.7K	1	0.06%	Increased
819	VCAM Van Cleef Asset Management Beachwood, Ohio	$413K	-$19.7K	1	0.13%	Reduced
820	Douglass Winthrop Advisors New York	$410K	$0	1	0.03%	Maintained
821	NB Nicolet Bankshares Green Bay, Wisconsin	$409K	-$41.3K	1	0.22%	Reduced
822	SCI S&CO Inc Boston, Massachusetts	$403K	$0	1	0.06%	Maintained
823	FIM Frontier Investment Management Dallas, Texas	$396K	-$9.58K	1	0.04%	Reduced
824	FTC Farmers Trust Company Youngstown, Ohio	$394K	$0	1	0.14%	Maintained
825	Hills Bank & Trust North Liberty, Iowa	$394K	-$102K	1	0.14%	Reduced