← 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
826	AWCI Alpine Woods Capital Investors Purchase, New York	$229K	+$212K	1	0.01%	New
827	Fayez Sarofim & Co Houston, Texas	$229K	+$214K	1	0%	New
828	CM Capital Management Glen Allen, Virginia	$228K	$0	1	0.08%	Maintained
829	WTB Washington Trust Bank Spokane, Washington	$225K	+$49.2K	1	0.41%	New
830	MBE Michael B. Elefante	$217K	+$202K	1	0.1%	New
831	VCM Vigilant Capital Management Portland, Maine	$214K	$0	1	0.05%	Maintained
832	IPRC Indices-Pac Research Corporation Montvale, New Jersey	$212K	+$198K	1	0.13%	New
833	Thomaspartners Boston, Massachusetts	$211K	+$197K	1	0.01%	New
834	PC Passport Capital San Francisco, California	$210K	+$197K	1	0.01%	New
835	HCM Harvest Capital Management Concord, New Hampshire	$207K	+$193K	1	0.11%	New
836	GLI Guardian Life Insurance New York	$204K	-$215K	1	0.02%	Reduced
837	CONA Capital One National Association New York	$203K	+$190K	1	0.02%	New
838	AWS Aris Wealth Services State College, Pennsylvania	$202K	$0	1	0.34%	Maintained
839	BCB Brian C. Broderick	$201K	+$187K	1	0.1%	New
840	Hancock Whitney Gulfport, Mississippi	$201K	-$62.8K	1	0.01%	Reduced
841	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$192K	+$180K	1	0.17%	New
842	MSI Financial Services Springfield, Massachusetts	$192K	-$151K	4	0.03%	Reduced
843	TFA Toth Financial Advisory Leesburg, Virginia	$177K	-$376K	1	0.08%	Reduced
844	SPM Symmetry Peak Management Radnor, Pennsylvania	$173K	+$160K	1	0.07%	New
845	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$157K	-$554K	1	0%	Reduced
846	Spot Trading Chicago, Illinois	$157K	+$149K	4	0%	Increased
847	Benjamin F. Edwards & Company St. Louis, Missouri	$145K	-$74.3K	1	0.05%	Reduced
848	TCOT Trust Company of Toledo Holland, Ohio	$139K	+$96.8K	1	0.04%	Increased
849	M MOTCO San Antonio, Texas	$137K	$0	1	0.02%	Maintained
850	FBC Fairfield, Bush & Co Darien, Connecticut	$135K	-$305K	1	0.06%	Reduced