← 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	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$650K	-$18.5K	1	0.06%	Reduced
802	ZIM ZPR Investment Management Orange City, Florida	$650K	-$65.8K	1	1%	Reduced
803	Busey Bank Urbana, Illinois	$648K	-$58.3K	1	0.09%	Reduced
804	BCM Birmingham Capital Management Birmingham, Alabama	$647K	-$37.8K	1	0.26%	Reduced
805	AP Advisor Partners Walnut Creek, California	$645K	+$35.6K	1	0.15%	Increased
806	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$645K	$0	1	0.11%	Maintained
807	SB Simmons Bank Pine Bluff, Arkansas	$645K	-$35.8K	1	0.07%	Reduced
808	WEC Winslow Evans & Crocker Boston, Massachusetts	$644K	+$292K	2	0.18%	Increased
809	Fulton Bank Lancaster, Pennsylvania	$643K	+$178K	2	0.05%	Increased
810	HighPoint Advisor Group Downers Grove, Illinois	$643K	$0	1	0.21%	Maintained
811	ARK Investment Management St. Petersburg, Florida	$642K	+$394K	1	0.13%	Increased
812	LC LCNB Corp Lebanon, Ohio	$635K	-$33.1K	1	0.62%	Reduced
813	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$632K	+$32.6K	1	0.07%	Increased
814	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$630K	+$667	1	0.01%	Increased
815	Sageworth Trust Lancaster, Pennsylvania	$624K	$0	1	0.12%	Maintained
816	GCIA Gabelli & Co Investment Advisers Rye, New York	$615K	$0	1	0.07%	Maintained
817	FNB Farmers National Bank Danville, Kentucky	$613K	$0	1	0.36%	Maintained
818	TSS Two Sigma Securities New York	$611K	+$4.28K	2	0.12%	Increased
819	LIC Lodestar Investment Counsel Chicago, Illinois	$600K	$0	1	0.08%	Maintained
820	ZWJ Investment Counsel Atlanta, Georgia	$600K	-$10.7K	1	0.05%	Reduced
821	VFA Voya Financial Advisors Windsor, Connecticut	$599K	+$270K	2	0.04%	Increased
822	HL HeadInvest LLC Portland, Maine	$596K	$0	1	0.2%	Maintained
823	GAMC Garner Asset Management Corp Plano, Texas	$588K	+$575K	1	0.55%	New
824	Wedbush Securities Los Angeles, California	$588K	-$41.4K	2	0.08%	Reduced
825	RIM Regent Investment Management Louisville, Kentucky	$582K	+$27.9K	1	0.2%	Increased