← 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	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$511K	-$52.6K	1	0.46%	Reduced
802	IRF IBM Retirement Fund Armonk, New York	$504K	-$2.69M	1	0.14%	Reduced
803	CAS Cue Advisory Services Phoenix, Arizona	$499K	-$24.9K	1	0.38%	Reduced
804	Global X Management Company New York	$499K	+$214K	2	0.02%	Increased
805	CBU CIBC Bank USA Chicago, Illinois	$498K	-$22.4K	2	0.07%	Reduced
806	ECM Everence Capital Management Goshen, Indiana	$498K	$0	1	0.13%	Maintained
807	CFN Cordasco Financial Network Naples, Florida	$496K	$0	1	0.57%	Maintained
808	TAM Tyers Asset Management Austin, Texas	$495K	-$53.3K	2	0.02%	Reduced
809	Douglass Winthrop Advisors New York	$490K	+$35.7K	1	0.03%	Increased
810	FPF FNY Partners Fund New York	$488K	+$467K	3	0.06%	New
811	Eventide Asset Management Boston, Massachusetts	$482K	$0	1	0.03%	Maintained
812	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$479K	+$8.67K	1	0.03%	Increased
813	NL NWAM LLC Mercer Island, Washington	$479K	-$8.52K	1	0.15%	Reduced
814	Loews Corp New York	$478K	-$80.6K	1	0%	Reduced
815	SCCM Schafer Cullen Capital Management New York	$472K	+$65.3K	1	0.01%	Increased
816	PTC Private Trust Company Cleveland, Ohio	$468K	-$13.3K	1	0.11%	Reduced
817	EFS Essex Financial Services Essex, Connecticut	$466K	-$2.91K	1	0.11%	Reduced
818	Nomura Holdings Tokyo, Japan	$465K	-$1.22M	1	0%	Reduced
819	Choate Investment Advisors Boston, Massachusetts	$464K	-$11.4K	1	0.03%	Reduced
820	PP PagnatoKarp Partners Reston, Virginia	$464K	+$41.9K	1	0.13%	Increased
821	DP Dearborn Partners Chicago, Illinois	$460K	$0	1	0.04%	Maintained
822	Fulton Bank Lancaster, Pennsylvania	$458K	+$236K	2	0.04%	Increased
823	Caxton Associates (New York) New York	$452K	-$6.97M	1	0%	Reduced
824	CM Crestline Management Fort Worth, Texas	$450K	+$433K	1	0.08%	New
825	SGA Strategic Global Advisors Newport Beach, California	$446K	-$3.32M	1	0.16%	Reduced