← 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	WPC Waters Parkerson & Co New Orleans, Louisiana	$320K	-$122K	1	0.03%	Reduced
852	CWM Cornerstone Wealth Management St. Peters, Missouri	$313K	+$4.92K	1	0.1%	Increased
853	WI Wedgewood Investors Erie, Pennsylvania	$312K	+$6.56K	1	0.29%	Increased
854	AT Argent Trust San Antonio, Texas	$310K	-$16.4K	1	0.09%	Reduced
855	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$304K	$0	1	0.15%	Maintained
856	CONA Capital One National Association New York	$304K	-$21.4K	1	0.02%	Reduced
857	WIS Wright Investors Service Shelton, Connecticut	$304K	+$4.26K	1	0.13%	Increased
858	HFS Haverford Financial Services Radnor, Pennsylvania	$303K	$0	1	0.13%	Maintained
859	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$300K	-$32.8K	2	0.01%	Reduced
860	WIM Wilen Investment Management Bonita Springs, Florida	$299K	$0	1	0.19%	Maintained
861	VFA Voya Financial Advisors Windsor, Connecticut	$295K	+$287K	1	0.03%	New
862	SAM Strategy Asset Managers Pasadena, California	$294K	+$274K	1	0.06%	New
863	Donaldson Capital Management Evansville, Indiana	$292K	-$1.64K	1	0.04%	Reduced
864	RR Robotti Robert	$292K	$0	1	0.09%	Maintained
865	PAM Princeton Alpha Management Princeton Junction, New Jersey	$290K	-$706K	1	0.06%	Reduced
866	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$287K	-$218K	1	0.01%	Reduced
867	HBK Investments Dallas, Texas	$286K	-$5.34M	1	0%	Reduced
868	AIM Alambic Investment Management Belvedere, California	$282K	$0	1	0.05%	Maintained
869	IIM Ironwood Investment Management Boston, Massachusetts	$282K	$0	1	0.21%	Maintained
870	ACM Aviance Capital Management Sarasota, Florida	$281K	+$89.2K	1	0.01%	Increased
871	F.L. Putnam Investment Management Lynnfield, Massachusetts	$279K	+$273K	1	0.03%	New
872	LAM Lebenthal Asset Management New York	$277K	-$96.8K	1	0.04%	Reduced
873	Geneos Wealth Management Englewood, Colorado	$274K	+$66	2	0.04%	Increased
874	PK Pflug Koory Omaha, Nebraska	$270K	+$264K	1	0.23%	New
875	MJP Michael J. Puzo	$268K	$0	1	0.16%	Maintained