← 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
876	PAM PartnerRe Asset Management Greenwich, Connecticut	$196K	$0	1	0.1%	Maintained
877	LPT Legacy Private Trust Neenah, Wisconsin	$194K	-$12.8K	1	0.03%	Reduced
878	DBT Dubuque Bank & Trust Dubuque, Iowa	$186K	-$242K	1	0.04%	Reduced
879	CG Cutler Group San Francisco, California	$183K	-$34.1K	4	0.01%	Reduced
880	PAIA Park Avenue Institutional Advisers New York	$182K	-$4.53K	1	0.16%	Reduced
881	AIM Acrospire Investment Management Chicago, Illinois	$176K	+$152K	2	0.12%	New
882	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$174K	+$104K	1	0.11%	Increased
883	IFP Advisors Tampa, Florida	$172K	-$551K	2	0.02%	Reduced
884	BAM Brave Asset Management Summit, New Jersey	$169K	$0	2	0.12%	Maintained
885	CCA Checchi Capital Advisers Beverly Hills, California	$169K	+$149K	2	0.04%	New
886	Fuller & Thaler Asset Management San Mateo, California	$169K	+$149K	1	0%	New
887	TFA Toth Financial Advisory Leesburg, Virginia	$166K	$0	1	0.05%	Maintained
888	Jefferies Group New York	$165K	+$45.5K	2	0%	Increased
889	Benjamin F. Edwards & Company St. Louis, Missouri	$162K	+$37.5K	1	0.03%	Increased
890	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$158K	$0	1	0.13%	Maintained
891	SC SRB Corp Boston, Massachusetts	$152K	-$5.47K	1	0.02%	Reduced
892	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$151K	+$128K	1	0.16%	Increased
893	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$149K	$0	1	0.02%	Maintained
894	ADL Asset Dedication LLC San Francisco, California	$142K	+$12.8K	1	0.1%	Increased
895	DL Delta Lloyd Amsterdam, Netherlands	$141K	+$121K	1	0%	New
896	CB Community Bank Dewitt, New York	$137K	$0	1	0.03%	Maintained
897	Jane Street New York	$136K	-$399K	1	0%	Reduced
898	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$132K	+$116K	1	0.49%	New
899	TF Tompkins Financial Ithaca, New York	$124K	+$8.12K	1	0.04%	Increased
900	BIM BRC Investment Management Greenwood Village, Colorado	$123K	-$964	1	0.02%	Reduced