← 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	WIS Wright Investors Service Shelton, Connecticut	$294K	-$71.2K	1	0.12%	Reduced
827	WIM Wilen Investment Management Bonita Springs, Florida	$292K	$0	1	0.19%	Maintained
828	BAS Brown Advisory Securities Baltimore, Maryland	$289K	+$32.1K	1	0.08%	Increased
829	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$288K	$0	1	0.14%	Maintained
830	CWM Cornerstone Wealth Management St. Peters, Missouri	$287K	+$290K	1	0.11%	New
831	DA Dillon & Associates Jackson, Michigan	$287K	-$25.9K	1	0.13%	Reduced
832	Donaldson Capital Management Evansville, Indiana	$287K	-$2.2K	1	0.04%	Reduced
833	PIM Progressive Investment Management Lake Oswego, Oregon	$287K	$0	1	0.27%	Maintained
834	FM Forward Management San Francisco, California	$282K	-$62.7K	1	0.02%	Reduced
835	Adams Diversified Equity Fund Baltimore, Maryland	$281K	$0	1	0.02%	Maintained
836	ETrade Capital Management Arlington, Virginia	$277K	-$264K	1	0.01%	Reduced
837	IIM Ironwood Investment Management Boston, Massachusetts	$276K	$0	1	0.21%	Maintained
838	CCM Catawba Capital Management Roanoke, Virginia	$275K	+$271K	1	0.07%	New
839	WTB Washington Trust Bank Spokane, Washington	$272K	+$51.9K	1	0.07%	Increased
840	MCM McKinley Capital Management Anchorage, Alaska	$271K	+$256K	1	0.01%	New
841	Geneos Wealth Management Englewood, Colorado	$267K	-$591K	2	0.04%	Reduced
842	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$264K	$0	1	0.08%	Maintained
843	CBU CIBC Bank USA Chicago, Illinois	$263K	$0	1	0.04%	Maintained
844	MJP Michael J. Puzo	$263K	$0	1	0.15%	Maintained
845	BFO Boston Family Office Boston, Massachusetts	$259K	$0	1	0.03%	Maintained
846	AssetMark Inc Concord, California	$257K	-$26.2K	1	0%	Reduced
847	BCM Bayesian Capital Management Brooklyn, New York	$256K	+$230K	1	0.17%	New
848	MCM Manchester Capital Management Manchester, Vermont	$256K	$0	1	0.04%	Maintained
849	Tower Research Capital (TRC) New York	$256K	-$788K	4	0.03%	Reduced
850	SEC Seven Eight Capital New York	$253K	-$273K	1	0.07%	Reduced