← 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	FBC Fairfield, Bush & Co Darien, Connecticut	$91K	-$247K	1	0.04%	Reduced
852	MIC MU Investments Company Tokyo, Japan	$86K	$0	1	0.05%	Maintained
853	Tower Research Capital (TRC) New York	$86K	-$89.2K	3	0.01%	Reduced
854	CB Community Bank Dewitt, New York	$85K	$0	1	0.02%	Maintained
855	CFA Carroll Financial Associates Charlotte, North Carolina	$81K	+$10.9K	1	0.02%	Increased
856	EEG E.E. Geduld	$81K	$0	1	0.08%	Maintained
857	KT Kanaly Trust Houston, Texas	$81K	$0	2	0.02%	Maintained
858	Eventide Asset Management Boston, Massachusetts	$77K	+$88.6K	1	0%	New
859	Group One Trading Chicago, Illinois	$73K	-$350K	1	0%	Reduced
860	VFA Virtus Fund Advisers Hartford, Connecticut	$68K	$0	1	0%	Maintained
861	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$66K	$0	1	0.01%	Maintained
862	AF Arrow Financial Glens Falls, New York	$64K	$0	1	0.02%	Maintained
863	TDC Thompson Davis & Co Richmond, Virginia	$58K	-$22.6K	3	0.08%	Reduced
864	BAM Bruderman Asset Management Locust Valley, New York	$53K	+$9.45K	1	0.02%	Increased
865	GAM Gemmer Asset Management Walnut Creek, California	$52K	$0	2	0.03%	Maintained
866	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$52K	$0	1	0.01%	Maintained
867	Capital Analysts LLC Fort Washington, Pennsylvania	$51.4K	-$780K	1	0.01%	Reduced
868	EP Edinburgh Partners Edinburgh, United Kingdom	$51K	$0	1	0.01%	Maintained
869	RFA Reilly Financial Advisors La Mesa, California	$49K	-$3K	1	0.01%	Reduced
870	FWM Focused Wealth Management Newburgh, New York	$45K	-$12.6K	2	0.03%	Reduced
871	PSC Prentiss Smith & Co Brattleboro, Vermont	$42K	+$7.38K	1	0.02%	Increased
872	LFR Lehman Financial Resources Media, Pennsylvania	$41K	$0	1	0.02%	Maintained
873	PAM Paradigm Asset Management New York	$40.1K	$0	1	0.01%	Maintained
874	Jane Street New York	$40K	-$438K	1	0%	Reduced
875	WA WFG Advisors Dallas, Texas	$40K	-$83.1K	2	0.01%	Reduced