← 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	RNS Robert N. Shapiro	$227K	-$35	2	0.04%	Reduced
827	Fayez Sarofim & Co Houston, Texas	$226K	$0	1	0%	Maintained
828	Hancock Whitney Gulfport, Mississippi	$226K	+$26.7K	1	0.01%	Increased
829	CM Capital Management Glen Allen, Virginia	$225K	$0	1	0.08%	Maintained
830	DI Dalton Investments Las Vegas, Nevada	$225K	+$221K	1	0.06%	New
831	NL NWAM LLC Mercer Island, Washington	$225K	+$220K	1	0.08%	New
832	Bessemer Group Woodbridge, New Jersey	$223K	-$38.5K	2	0%	Reduced
833	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$219K	+$214K	1	0.03%	New
834	MBE Michael B. Elefante	$213K	$0	1	0.09%	Maintained
835	Thomaspartners Boston, Massachusetts	$208K	$0	1	0.01%	Maintained
836	DBT Dubuque Bank & Trust Dubuque, Iowa	$207K	-$46.4K	1	0.04%	Reduced
837	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$204K	-$44.2K	1	0.04%	Reduced
838	HCM Harvest Capital Management Concord, New Hampshire	$204K	$0	1	0.1%	Maintained
839	GLI Guardian Life Insurance New York	$201K	$0	1	0.02%	Maintained
840	IRS Invictus RG (Singapore) Singapore	$195K	-$158K	1	0.23%	Reduced
841	NCA NCM Capital Advisers Durham, North Carolina	$195K	-$62.6K	1	0.31%	Reduced
842	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$190K	$0	1	0.16%	Maintained
843	EEG E.E. Geduld	$186K	-$381K	1	0.1%	Reduced
844	MSI Financial Services Springfield, Massachusetts	$185K	-$9.21K	4	0.03%	Reduced
845	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$179K	-$12.9K	1	0%	Reduced
846	Synovus Financial Columbus, Georgia	$171K	-$64.8K	1	0.01%	Reduced
847	TFA Toth Financial Advisory Leesburg, Virginia	$166K	-$41K	1	0.07%	Reduced
848	VCM Vigilant Capital Management Portland, Maine	$162K	-$47.9K	1	0.04%	Reduced
849	DVM Dreman Value Management West Palm Beach, Florida	$150K	-$1.2M	1	0.01%	Reduced
850	Acadian Asset Management Boston, Massachusetts	$144K	-$979K	1	0%	Reduced