← 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	DIA Denver Investment Advisors Denver, Colorado	$212K	+$194K	1	0.01%	New
877	Waverly Advisors Birmingham, Alabama	$211K	+$207K	1	0.09%	New
878	Laurion Capital Management New York	$210K	+$207K	1	0%	New
879	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$204K	+$188K	1	0.14%	New
880	TDC Thompson Davis & Co Richmond, Virginia	$202K	+$48.2K	4	0.36%	Increased
881	GAMCO Investors Greenwich, Connecticut	$201K	+$198K	1	0%	New
882	MC Miles Capital West Des Moines, Iowa	$200K	+$184K	1	0.14%	New
883	WRM Westport Resources Management Westport, Connecticut	$191K	-$425K	2	0.14%	Reduced
884	BAM Brave Asset Management Summit, New Jersey	$189K	$0	2	0.12%	Maintained
885	ACM Aviance Capital Management Sarasota, Florida	$181K	+$171K	1	0.01%	New
886	SM Sciencast Management Princeton, New Jersey	$176K	+$171K	1	0.52%	New
887	Boothbay Fund Management New York	$174K	-$746K	1	0.04%	Reduced
888	Fulton Bank Lancaster, Pennsylvania	$173K	-$29.6K	1	0.02%	Reduced
889	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$166K	$0	1	0.14%	Maintained
890	BTNA Bremer Trust National Association St. Cloud, Minnesota	$165K	+$157K	1	0.04%	New
891	CCM Cutler Capital Management Worcester, Massachusetts	$164K	-$356K	1	0.05%	Reduced
892	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$157K	$0	1	0.09%	Maintained
893	SC SRB Corp Boston, Massachusetts	$155K	$0	1	0.02%	Maintained
894	Global X Management Company New York	$149K	+$111K	1	0.01%	Increased
895	Edmond de Rothschild Holding Chambesy, Switzerland	$147K	-$19.4K	1	0%	Reduced
896	ADL Asset Dedication LLC San Francisco, California	$146K	$0	1	0.09%	Maintained
897	DBT Dubuque Bank & Trust Dubuque, Iowa	$145K	-$11K	1	0.03%	Reduced
898	CB Community Bank Dewitt, New York	$144K	+$3.67K	2	0.03%	Increased
899	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$141K	-$656K	1	0.05%	Reduced
900	TSS Two Sigma Securities New York	$139K	-$625K	1	0.05%	Reduced