← 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	Seizert Capital Partners Birmingham, Michigan	$272K	+$29.4K	1	0.01%	Increased
827	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$271K	$0	1	0.09%	Maintained
828	DAM Deltec Asset Management New York	$270K	$0	1	0.06%	Maintained
829	GAM Griffin Asset Management New York	$270K	$0	1	0.1%	Maintained
830	GLRA Gerald L. Ray & Associates Dallas, Texas	$268K	+$280K	1	0.04%	New
831	ACM Alta Capital Management Salt Lake City, Utah	$267K	+$280K	1	0.02%	New
832	MRCM M&R Capital Management Summit, New Jersey	$267K	-$28.2K	1	0.06%	Reduced
833	WIS Wright Investors Service Shelton, Connecticut	$266K	-$7.91K	1	0.13%	Reduced
834	MCM Manchester Capital Management Manchester, Vermont	$263K	$0	1	0.04%	Maintained
835	MC Miles Capital West Des Moines, Iowa	$263K	+$275K	1	0.17%	New
836	Bartlett & Co Cincinnati, Ohio	$262K	-$14.2K	1	0.01%	Reduced
837	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$261K	+$3.05K	1	0.13%	Increased
838	VNA Valley National Advisers Bethlehem, Pennsylvania	$260K	+$2.92K	2	0.15%	Increased
839	ATC Argent Trust Company Ruston, Louisiana	$259K	+$271K	1	0.1%	New
840	TNB Thomasville National Bank Thomasville, Georgia	$252K	+$7.06K	1	0.09%	Increased
841	CBN Cadence Bank NA Houston, Texas	$249K	+$261K	1	0.16%	New
842	TC Telemus Capital Southfield, Michigan	$248K	$0	1	0.06%	Maintained
843	FM Foster & Motley Cincinnati, Ohio	$246K	-$52.2K	1	0.05%	Reduced
844	BTNA Bremer Trust National Association St. Cloud, Minnesota	$244K	-$19.8K	1	0.07%	Reduced
845	CCM CrestPoint Capital Management Four Seasons, Missouri	$243K	-$7.06K	1	0.13%	Reduced
846	Burney Company Reston, Virginia	$242K	+$776	1	0.02%	Increased
847	WSCM Wellington Shields Capital Management New York	$242K	+$228K	2	0.04%	Increased
848	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$241K	$0	1	0.04%	Maintained
849	Boston Trust Walden Boston, Massachusetts	$240K	-$28.2K	1	0%	Reduced
850	ZDA Zweig-DiMenna Associates New York	$239K	+$258K	1	0.01%	New