← 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	MAM Mizuho Asset Management Tokyo, Japan	$265K	-$664K	2	0.07%	Reduced
827	NPA Nichols & Pratt Advisers Boston, Massachusetts	$265K	$0	1	0.02%	Maintained
828	ATC Argent Trust Co Nashville, Tennessee	$264K	+$234K	1	0.13%	New
829	Edmond de Rothschild Holding Chambesy, Switzerland	$264K	-$224K	1	0.01%	Reduced
830	Eventide Asset Management Boston, Massachusetts	$263K	+$38.7K	1	0.01%	Increased
831	IIM Ironwood Investment Management Boston, Massachusetts	$263K	$0	1	0.17%	Maintained
832	AWA ARS Wealth Advisors St. Petersburg, Florida	$262K	$0	1	0.12%	Maintained
833	BFO Boston Family Office Boston, Massachusetts	$262K	-$133K	1	0.03%	Reduced
834	Oberweis Asset Management Lisle, Illinois	$261K	+$244K	1	0.08%	New
835	Penserra Capital Management Orinda, California	$260K	+$219K	3	0.03%	Increased
836	PIM Progressive Investment Management Lake Oswego, Oregon	$260K	-$6.96K	1	0.26%	Reduced
837	RB Rodgers Brothers Harmony, Pennsylvania	$260K	+$230K	1	0.11%	New
838	LD Lipe & Dalton Syracuse, New York	$259K	-$126K	1	0.2%	Reduced
839	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$258K	-$556K	2	0%	Reduced
840	RCS Retirement Capital Strategies San Jose, California	$256K	+$226K	1	0.15%	New
841	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$255K	-$1.06K	1	0.13%	Reduced
842	BAS Brown Advisory Securities Baltimore, Maryland	$253K	-$86.7K	1	0.08%	Reduced
843	CT Cambridge Trust Cambridge, Massachusetts	$253K	$0	1	0.02%	Maintained
844	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$252K	$0	1	0.08%	Maintained
845	GAMCO Investors Greenwich, Connecticut	$251K	-$33.1K	1	0%	Reduced
846	CBU CIBC Bank USA Chicago, Illinois	$250K	-$20.3K	1	0.04%	Reduced
847	KA Kovack Advisors Ft. Lauderdale, Florida	$250K	-$112K	1	0.16%	Reduced
848	LAM Lebenthal Asset Management New York	$250K	+$221K	1	0.1%	New
849	MJP Michael J. Puzo	$250K	-$16.6K	1	0.17%	Reduced
850	MCM Manchester Capital Management Manchester, Vermont	$244K	$0	1	0.03%	Maintained