← 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	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$538K	-$294K	1	0.24%	Reduced
827	DCM Dynamic Capital Management St. Helier, Jersey	$536K	-$394K	1	0.15%	Reduced
828	PP Paloma Partners Greenwich, Connecticut	$534K	-$5.54M	2	0.01%	Reduced
829	UFF USA Financial Formulas Ada, Michigan	$533K	+$478K	1	0.13%	New
830	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$531K	-$158K	1	0.01%	Reduced
831	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$529K	$0	1	0.47%	Maintained
832	FIM Frontier Investment Management Dallas, Texas	$526K	+$87.5K	1	0.04%	Increased
833	PP PagnatoKarp Partners Reston, Virginia	$525K	+$45.7K	1	0.13%	Increased
834	DI Diligent Investors Redlands, California	$519K	-$37.7K	1	0.38%	Reduced
835	CFN Cordasco Financial Network Naples, Florida	$514K	+$214K	1	0.56%	Increased
836	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$513K	-$1.52K	1	0.32%	Reduced
837	EFS Essex Financial Services Essex, Connecticut	$505K	-$573K	1	0.12%	Reduced
838	CBU CIBC Bank USA Chicago, Illinois	$498K	-$592	2	0.07%	Reduced
839	ING Group Amsterdam, Netherlands	$497K	+$4.57K	1	0.01%	Increased
840	RB Rodgers Brothers Harmony, Pennsylvania	$491K	+$483K	1	0.17%	New
841	Annex Advisory Services Brookfield, Wisconsin	$487K	+$40.7K	1	0.1%	Increased
842	BlueCrest Capital Management St Helier, Jersey	$485K	-$3.12M	1	0.02%	Reduced
843	Choate Investment Advisors Boston, Massachusetts	$482K	+$830	1	0.03%	Increased
844	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$480K	+$208K	1	0.54%	Increased
845	CPIM Columbia Partners Investment Management Alexandria, Virginia	$476K	$0	1	0.06%	Maintained
846	DP Dearborn Partners Chicago, Illinois	$476K	$0	1	0.04%	Maintained
847	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$471K	$0	1	0.03%	Maintained
848	HMS Hanseatic Management Services Albuquerque, New Mexico	$469K	-$37.3K	2	0.53%	Reduced
849	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$468K	-$45.3K	1	0%	Reduced
850	PTC Private Trust Company Cleveland, Ohio	$465K	-$6.57K	1	0.1%	Reduced