← 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	GCIA Gabelli & Co Investment Advisers Rye, New York	$624K	$0	1	0.08%	Maintained
852	FNB Farmers National Bank Danville, Kentucky	$623K	$0	1	0.36%	Maintained
853	TC Trilogy Capital Irvine, California	$619K	+$609K	1	0.1%	New
854	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$618K	+$5.67K	1	0.05%	Increased
855	CCM Catawba Capital Management Roanoke, Virginia	$617K	$0	1	0.14%	Maintained
856	Fulton Bank Lancaster, Pennsylvania	$615K	-$55.3K	2	0.04%	Reduced
857	Klingenstein Fields & Co New York	$610K	+$600K	1	0.02%	New
858	LIC Lodestar Investment Counsel Chicago, Illinois	$609K	$0	1	0.07%	Maintained
859	P8IP Pier 88 Investment Partners San Francisco, California	$608K	+$239K	1	0.23%	Increased
860	HIC Holderness Investments Company Greensboro, North Carolina	$604K	+$29.4K	1	0.3%	Increased
861	TAM Tyers Asset Management Austin, Texas	$603K	-$67.9K	2	0.02%	Reduced
862	PA Probity Advisors Dallas, Texas	$598K	-$118K	1	0.21%	Reduced
863	CA Cullinan Associates Louisville, Kentucky	$589K	-$15.5K	1	0.04%	Reduced
864	HL HeadInvest LLC Portland, Maine	$586K	-$19.4K	1	0.18%	Reduced
865	NL NWAM LLC Mercer Island, Washington	$585K	+$544	1	0.15%	Increased
866	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$581K	+$572K	1	0.43%	New
867	FIM Frontier Investment Management Dallas, Texas	$578K	+$35.4K	1	0.05%	Increased
868	SIM Sonora Investment Management Tucson, Arizona	$573K	+$474K	1	0.09%	Increased
869	GAMC Garner Asset Management Corp Plano, Texas	$570K	+$15.5K	1	0.48%	Increased
870	BGC Blue Granite Capital Charleston, South Carolina	$563K	-$2.22M	1	0.41%	Reduced
871	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$562K	+$2.55K	1	0.01%	Increased
872	FineMark National Bank & Trust Fort Myers, Florida	$557K	-$3.5K	1	0.04%	Reduced
873	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$553K	$0	1	0.23%	Maintained
874	WIS Wright Investors Service Shelton, Connecticut	$552K	-$9.95K	1	0.18%	Reduced
875	Moneta Group Investment Advisors St Louis, Missouri	$550K	-$11.1K	1	0.08%	Reduced