← 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	SCI S&CO Inc Boston, Massachusetts	$445K	$0	1	0.06%	Maintained
827	SIA SeaBridge Investment Advisors Summit, New Jersey	$443K	-$26.3K	1	0.11%	Reduced
828	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$442K	-$127K	1	0.02%	Reduced
829	CS Comerica Securities Detroit, Michigan	$440K	-$428K	1	0.07%	Reduced
830	Pacer Advisors Malvern, Pennsylvania	$440K	+$56.1K	1	0.05%	Increased
831	SCM Segantii Capital Management Hong Kong	$438K	+$404K	2	0.07%	New
832	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$434K	+$417K	1	0.26%	New
833	VCAM Van Cleef Asset Management Beachwood, Ohio	$434K	-$21.3K	1	0.13%	Reduced
834	LD Lipe & Dalton Syracuse, New York	$433K	$0	1	0.31%	Maintained
835	Koshinski Asset Management Decatur, Illinois	$424K	+$1.21K	1	0.17%	Increased
836	WA Winfield Associates Cleveland, Ohio	$424K	-$9.87K	2	0.24%	Reduced
837	FIM Frontier Investment Management Dallas, Texas	$420K	-$14.6K	1	0.04%	Reduced
838	FTC Farmers Trust Company Youngstown, Ohio	$419K	-$15.7K	1	0.15%	Reduced
839	HMS Hanseatic Management Services Albuquerque, New Mexico	$419K	-$173K	2	0.23%	Reduced
840	GLRA Gerald L. Ray & Associates Dallas, Texas	$415K	+$398K	1	0.06%	New
841	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$407K	-$137K	2	0.06%	Reduced
842	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$405K	-$51.1K	1	0.2%	Reduced
843	Annex Advisory Services Brookfield, Wisconsin	$402K	-$211K	1	0.1%	Reduced
844	CCB Cutter & Co Brokerage Ballwin, Missouri	$402K	-$167K	1	0.17%	Reduced
845	EMG Ellington Management Group Old Greenwich, Connecticut	$393K	+$110K	1	0.01%	Increased
846	SAM Strategy Asset Managers Pasadena, California	$393K	+$79.6K	1	0.09%	Increased
847	Heritage Investors Management Corp Bethesda, Maryland	$391K	-$16.5K	1	0.03%	Reduced
848	Geneos Wealth Management Englewood, Colorado	$389K	+$80.4K	2	0.04%	Increased
849	Hills Bank & Trust North Liberty, Iowa	$383K	-$49.7K	1	0.13%	Reduced
850	NB Nicolet Bankshares Green Bay, Wisconsin	$383K	-$66.2K	1	0.2%	Reduced