← 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	Evercore Wealth Management New York	$187K	-$25.7K	1	0.01%	Reduced
827	Synovus Financial Columbus, Georgia	$187K	+$86.9K	1	0%	Increased
828	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$183K	+$184K	1	0.01%	New
829	Eventide Asset Management Boston, Massachusetts	$182K	+$108K	1	0.01%	Increased
830	PSI Pinnacle Summer Investments Fairfax, Virginia	$182K	+$11.9K	1	0.03%	Increased
831	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$178K	+$179K	2	0.16%	New
832	Boothbay Fund Management New York	$169K	-$68.8K	1	0.07%	Reduced
833	MC MRJ Capital New York	$166K	-$1.47M	1	0.11%	Reduced
834	Bartlett & Co Cincinnati, Ohio	$165K	-$7.96K	1	0.01%	Reduced
835	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$163K	+$39.5K	2	0.06%	Increased
836	PAM PartnerRe Asset Management Greenwich, Connecticut	$163K	-$289K	1	0.08%	Reduced
837	PAIA Park Avenue Institutional Advisers New York	$156K	-$5.85K	1	0.13%	Reduced
838	BAM Brave Asset Management Summit, New Jersey	$155K	$0	2	0.1%	Maintained
839	TFA Toth Financial Advisory Leesburg, Virginia	$154K	-$9.81K	1	0.05%	Reduced
840	FIB First Interstate Bank Billings, Montana	$147K	+$17K	2	0.03%	Increased
841	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$145K	-$27.4K	2	0.08%	Reduced
842	Krilogy Financial St. Louis, Missouri	$134K	$0	1	0.12%	Maintained
843	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$133K	-$103K	1	0.03%	Reduced
844	SC SRB Corp Boston, Massachusetts	$132K	-$12.8K	1	0.02%	Reduced
845	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$131K	$0	1	0.11%	Maintained
846	Sit Investment Associates Minneapolis, Minnesota	$131K	$0	1	0%	Maintained
847	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$125K	+$129K	1	0.02%	New
848	EDRE Edmond de Rothschild (Europe) Luxembourg	$122K	-$1.89M	1	0.05%	Reduced
849	HSA Hussman Strategic Advisors Ellicott City, Maryland	$120K	$0	1	0.02%	Maintained
850	RCM Rotella Capital Management Bellevue, Washington	$117K	+$117K	1	0.1%	New