← 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	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$275K	+$276K	1	0.17%	New
827	WIS Wright Investors Service Shelton, Connecticut	$275K	-$7.34K	1	0.13%	Reduced
828	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$273K	$0	1	0.09%	Maintained
829	DAM Deltec Asset Management New York	$272K	$0	1	0.06%	Maintained
830	GAM Griffin Asset Management New York	$272K	-$13.6K	1	0.08%	Reduced
831	Boston Trust Walden Boston, Massachusetts	$268K	-$27.5K	1	0%	Reduced
832	BTNA Bremer Trust National Association St. Cloud, Minnesota	$265K	+$265K	1	0.08%	New
833	MCM Manchester Capital Management Manchester, Vermont	$265K	-$137K	1	0.04%	Reduced
834	MAM Mizuho Asset Management Tokyo, Japan	$265K	+$78.5K	2	0.07%	Increased
835	Wealthfront Palo Alto, California	$263K	+$60.5K	2	0.01%	Increased
836	Rafferty Asset Management New York	$260K	+$261K	1	0.02%	New
837	VNA Valley National Advisers Bethlehem, Pennsylvania	$259K	+$259K	1	0.15%	New
838	HH Hilltop Holdings Dallas, Texas	$258K	-$28.2K	1	0.07%	Reduced
839	O'Shaughnessy Asset Management Stamford, Connecticut	$257K	+$217K	1	0.01%	Increased
840	Algert Global San Francisco, California	$256K	-$179K	1	0.14%	Reduced
841	CCM CrestPoint Capital Management Four Seasons, Missouri	$251K	-$129K	1	0.13%	Reduced
842	GWM Gupta Wealth Management San Diego, California	$251K	+$251K	2	0.07%	New
843	TC Telemus Capital Southfield, Michigan	$250K	$0	1	0.06%	Maintained
844	SEC Seven Eight Capital New York	$249K	-$25.6K	1	0.41%	Reduced
845	TNB Thomasville National Bank Thomasville, Georgia	$247K	-$74.7K	1	0.08%	Reduced
846	AIM Acuity Investment Management Toronto, Ontario, Canada	$245K	+$61.2K	1	0.35%	Increased
847	Seizert Capital Partners Birmingham, Michigan	$245K	-$9.65K	1	0.01%	Reduced
848	Burney Company Reston, Virginia	$243K	-$54.9K	1	0.02%	Reduced
849	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$243K	$0	1	0.04%	Maintained
850	NL NWAM LLC Mercer Island, Washington	$240K	+$18.6K	1	0.1%	Increased