← 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	MCM McKinley Capital Management Anchorage, Alaska	$230K	-$160K	1	0.01%	Reduced
827	NL NWAM LLC Mercer Island, Washington	$225K	+$45K	1	0.08%	Increased
828	ECM Everence Capital Management Goshen, Indiana	$223K	$0	1	0.08%	Maintained
829	Grimes & Company Westborough, Massachusetts	$222K	$0	1	0.06%	Maintained
830	HMS Hanseatic Management Services Albuquerque, New Mexico	$222K	+$208K	1	0.12%	Increased
831	BAM Barrett Asset Management New York	$215K	+$241K	1	0.02%	New
832	GIS Guardian Investor Services New York	$214K	-$11.1K	1	0.17%	Reduced
833	Tower Research Capital (TRC) New York	$213K	+$124K	4	0.02%	Increased
834	CCB Cutter & Co Brokerage Ballwin, Missouri	$211K	+$14.2K	1	0.08%	Increased
835	MBT Montecito Bank & Trust Santa Barbara, California	$210K	+$4.89K	1	0.13%	Increased
836	Fuller & Thaler Asset Management San Mateo, California	$208K	+$225K	2	0.01%	New
837	AAP Ardsley Advisory Partners Stamford, Connecticut	$206K	-$13.5M	1	0.03%	Reduced
838	DSI Daiwa SB Investments Tokyo, Japan	$205K	-$12.3M	1	0.03%	Reduced
839	AIM Acuity Investment Management Toronto, Ontario, Canada	$203K	+$227K	1	0.16%	New
840	GLRA Gerald L. Ray & Associates Dallas, Texas	$203K	-$35.5K	1	0.03%	Reduced
841	T TradeWorx Red Bank, New Jersey	$203K	+$187K	1	0.27%	Increased
842	YMRC Yorktown Management & Research Company Forest, Virginia	$203K	$0	1	0.04%	Maintained
843	WA WFG Advisors Dallas, Texas	$198K	+$84.8K	2	0.04%	Increased
844	BHA Beech Hill Advisors New York	$195K	-$20.3K	1	0.09%	Reduced
845	TFA Toth Financial Advisory Leesburg, Virginia	$188K	+$5.15K	1	0.07%	Increased
846	SEC Seven Eight Capital New York	$184K	-$348K	1	0.14%	Reduced
847	GLI Guardian Life Insurance New York	$172K	+$1.14K	1	0.02%	Increased
848	NCA NCM Capital Advisers Durham, North Carolina	$165K	$0	1	0.25%	Maintained
849	PSI Pinnacle Summer Investments Fairfax, Virginia	$165K	+$14.2K	1	0.02%	Increased
850	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$160K	$0	1	0.14%	Maintained