← 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	Tiedemann Advisors New York	$579K	+$32.5K	1	0.04%	Increased
827	HIC Holderness Investments Company Greensboro, North Carolina	$573K	+$9.98K	1	0.3%	Increased
828	ACM Alethea Capital Management Mercer Island, Washington	$566K	+$21K	1	0.64%	Increased
829	FineMark National Bank & Trust Fort Myers, Florida	$566K	+$16K	1	0.04%	Increased
830	NL NWAM LLC Mercer Island, Washington	$566K	+$62.4K	1	0.1%	Increased
831	DI Diligent Investors Redlands, California	$565K	+$553K	1	0.4%	New
832	Empowered Funds Havertown, Pennsylvania	$561K	-$200K	1	0.45%	Reduced
833	TCB Texas Capital Bancshares Dallas, Texas	$549K	-$198K	1	1.24%	Reduced
834	NN Investment Partners Holdings The Hague, Netherlands	$540K	+$536K	2	0.01%	Increased
835	TAM Tyers Asset Management Austin, Texas	$540K	+$37.3K	2	0.02%	Increased
836	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$536K	$0	1	0.47%	Maintained
837	Loews Corp New York	$532K	+$30.5K	2	0%	Increased
838	CAS Cue Advisory Services Phoenix, Arizona	$526K	+$2.44K	1	0.38%	Increased
839	Parallax Volatility Advisers San Francisco, California	$525K	-$1.26M	1	0%	Reduced
840	ECM Everence Capital Management Goshen, Indiana	$523K	$0	1	0.13%	Maintained
841	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$521K	+$511K	1	0%	New
842	CA Cullinan Associates Louisville, Kentucky	$508K	-$199K	1	0.04%	Reduced
843	CBU CIBC Bank USA Chicago, Illinois	$500K	-$6.24K	2	0.07%	Reduced
844	IHT Wealth Management Chicago, Illinois	$500K	-$28.3K	4	0.24%	Reduced
845	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$498K	+$3.43K	1	0.32%	Increased
846	SCCM Schafer Cullen Capital Management New York	$496K	$0	1	0.01%	Maintained
847	Choate Investment Advisors Boston, Massachusetts	$487K	$0	1	0.03%	Maintained
848	PP PagnatoKarp Partners Reston, Virginia	$485K	-$1.83K	1	0.15%	Reduced
849	DP Dearborn Partners Chicago, Illinois	$483K	$0	1	0.04%	Maintained
850	PTC Private Trust Company Cleveland, Ohio	$478K	-$12.7K	1	0.1%	Reduced