← 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	Diversified Trust Memphis, Tennessee	$305K	+$275K	1	0.03%	New
827	ACM Alta Capital Management Salt Lake City, Utah	$298K	$0	1	0.02%	Maintained
828	Burney Company Reston, Virginia	$298K	-$7.85K	1	0.02%	Reduced
829	MJP Michael J. Puzo	$298K	+$5.27K	1	0.2%	Increased
830	Boston Trust Walden Boston, Massachusetts	$296K	$0	1	0%	Maintained
831	EPM Equitec Proprietary Markets Chicago, Illinois	$291K	+$283K	1	0.01%	New
832	IB Intrust Bank Wichita, Kansas	$290K	-$355K	1	0.11%	Reduced
833	HIC Harvey Investment Company Louisville, Kentucky	$289K	$0	1	0.07%	Maintained
834	NPA Nichols & Pratt Advisers Boston, Massachusetts	$288K	$0	1	0.03%	Maintained
835	HH Hilltop Holdings Dallas, Texas	$287K	-$25.1K	1	0.1%	Reduced
836	GAM Griffin Asset Management New York	$285K	+$13.2K	1	0.08%	Increased
837	Sterling Capital Management Charlotte, North Carolina	$285K	-$3.03K	1	0%	Reduced
838	Curi RMB Capital Chicago, Illinois	$284K	-$108K	1	0.02%	Reduced
839	BCM Bluefin Capital Management New York	$283K	+$282K	2	0.02%	New
840	WIS Wright Investors Service Shelton, Connecticut	$283K	+$5.08K	1	0.14%	Increased
841	VAM Verity Asset Management Durham, North Carolina	$282K	+$274K	1	0.27%	New
842	TSS Two Sigma Securities New York	$280K	+$277K	2	0.24%	New
843	FNYS First New York Securities New York	$280K	+$221K	1	0.5%	Increased
844	PIM Penobscot Investment Management Boston, Massachusetts	$278K	-$17.8K	1	0.09%	Reduced
845	TCM Tufton Capital Management Hunt Valley, Maryland	$276K	+$3.96K	1	0.05%	Increased
846	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$275K	+$7.32K	1	0.02%	Increased
847	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$273K	-$69.9K	1	0.09%	Reduced
848	NEAM New England Asset Management Farmington, Connecticut	$273K	$0	1	0.01%	Maintained
849	DAM Deltec Asset Management New York	$272K	-$2.51M	1	0.06%	Reduced
850	LC Lakeshore Capital Birmingham, Alabama	$272K	$0	1	0.35%	Maintained