← 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
851	CIM CIM Investment Management Pittsburgh, Pennsylvania	$268K	+$230K	1	0.12%	New
852	CCA Cobblestone Capital Advisors Rochester, New York	$268K	-$13.2K	1	0.05%	Reduced
853	LH Lebenthal Holdings New York	$263K	+$255K	1	0.12%	New
854	MRCM M&R Capital Management Summit, New Jersey	$262K	$0	1	0.06%	Maintained
855	NG NatWest Group Edinburgh, Scotland, United Kingdom	$261K	-$35.7K	1	0%	Reduced
856	Bartlett & Co Cincinnati, Ohio	$259K	$0	1	0.01%	Maintained
857	Seizert Capital Partners Birmingham, Michigan	$255K	-$4.29K	1	0.01%	Reduced
858	Wedbush Securities Los Angeles, California	$255K	-$638K	1	0.04%	Reduced
859	PHK Point72 Hong Kong Hong Kong	$254K	+$246K	1	0.25%	New
860	BFG Beacon Financial Group Dallas, Texas	$251K	+$233K	1	0.05%	New
861	TC Telemus Capital Southfield, Michigan	$250K	$0	1	0.06%	Maintained
862	BAM Barrett Asset Management New York	$248K	+$16.5K	1	0.02%	Increased
863	Prospera Financial Services Dallas, Texas	$248K	+$240K	1	0.06%	New
864	GA Geneva Advisors Chicago, Illinois	$245K	-$9.3K	1	0%	Reduced
865	SEC Seven Eight Capital New York	$244K	+$42.1K	1	0.41%	Increased
866	DCM Dynamic Capital Management St. Helier, Jersey	$243K	-$6.69M	1	0.13%	Reduced
867	Evercore Wealth Management New York	$243K	-$26.4K	1	0.01%	Reduced
868	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$243K	-$12.2K	1	0.04%	Reduced
869	Marshall Wace London, United Kingdom	$241K	-$2.89M	1	0%	Reduced
870	Grimes & Company Westborough, Massachusetts	$238K	$0	1	0.06%	Maintained
871	Quantbot Technologies New York	$236K	-$1.04M	1	0.08%	Reduced
872	NV Nair Vinay	$235K	+$220K	1	0.29%	New
873	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$234K	+$227K	1	0.26%	New
874	HIS Horizon Investment Services Hammond, Indiana	$227K	+$213K	1	0.11%	New
875	GIS Guardian Investor Services New York	$223K	-$6.26K	1	0.18%	Reduced