← 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	Fulton Bank Lancaster, Pennsylvania	$177K	+$186K	1	0.02%	New
877	PAIA Park Avenue Institutional Advisers New York	$173K	-$1.04K	1	0.15%	Reduced
878	CCA Checchi Capital Advisers Beverly Hills, California	$166K	+$4.67K	2	0.02%	Increased
879	BAM Brave Asset Management Summit, New Jersey	$164K	$0	2	0.11%	Maintained
880	FRM Fox Run Management Greenwich, Connecticut	$158K	+$166K	1	0.08%	New
881	QC QCM Cayman Houston, Texas	$156K	-$37.4K	1	0.07%	Reduced
882	Benjamin F. Edwards & Company St. Louis, Missouri	$154K	-$61	1	0.03%	Reduced
883	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$151K	$0	1	0.13%	Maintained
884	Edmond de Rothschild Holding Chambesy, Switzerland	$151K	-$104K	1	0%	Reduced
885	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$143K	-$24.6K	1	0.08%	Reduced
886	DBT Dubuque Bank & Trust Dubuque, Iowa	$142K	-$36.4K	1	0.03%	Reduced
887	SC SRB Corp Boston, Massachusetts	$141K	-$4.85K	1	0.02%	Reduced
888	Evercore Wealth Management New York	$138K	+$76.7K	2	0.01%	Increased
889	ADL Asset Dedication LLC San Francisco, California	$133K	-$1.9K	1	0.09%	Reduced
890	Acadian Asset Management Boston, Massachusetts	$130K	-$3.91M	1	0%	Reduced
891	DL Delta Lloyd Amsterdam, Netherlands	$130K	$0	1	0%	Maintained
892	TDC Thompson Davis & Co Richmond, Virginia	$128K	+$44.7K	4	0.2%	Increased
893	CB Community Bank Dewitt, New York	$127K	-$3.07K	1	0.03%	Reduced
894	AIM Acrospire Investment Management Chicago, Illinois	$123K	-$57.5K	2	0.09%	Reduced
895	SignatureFD Atlanta, Georgia	$119K	+$26.8K	3	0.02%	Increased
896	TF Tompkins Financial Ithaca, New York	$119K	$0	1	0.04%	Maintained
897	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$116K	$0	3	0.06%	Maintained
898	ANBT American National Bank & Trust Wichita Falls, Texas	$114K	+$74.3K	1	0.04%	Increased
899	RWA Ropes Wealth Advisors Boston, Massachusetts	$111K	+$1.35K	1	0.04%	Increased
900	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$108K	+$3.01K	1	0.06%	Increased