← 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	HIS Horizon Investment Services Hammond, Indiana	$266K	-$48.7K	1	0.13%	Reduced
877	FNBTCON First National Bank & Trust Co of Newtown Newtown, Pennsylvania	$265K	-$4.59K	1	0.08%	Reduced
878	ZDA Zweig-DiMenna Associates New York	$263K	$0	1	0.02%	Maintained
879	BRF B. Riley Financial Los Angeles, California	$262K	+$258K	1	0.17%	New
880	EMG Ellington Management Group Old Greenwich, Connecticut	$262K	-$361K	1	0.04%	Reduced
881	MCM Manchester Capital Management Manchester, Vermont	$262K	$0	1	0.04%	Maintained
882	Perpetual Ltd Sydney, New South Wales, Australia	$262K	+$256K	1	0.04%	New
883	SM Sciencast Management Princeton, New Jersey	$262K	+$70.8K	1	0.36%	Increased
884	DA Dillon & Associates Jackson, Michigan	$258K	-$32.8K	1	0.12%	Reduced
885	Parallax Volatility Advisers San Francisco, California	$252K	-$1.68M	2	0%	Reduced
886	WTB Washington Trust Bank Spokane, Washington	$252K	-$25.1K	1	0.06%	Reduced
887	Winton Group London, United Kingdom	$252K	-$8.61M	1	0.01%	Reduced
888	Global X Management Company New York	$249K	+$95.2K	1	0.01%	Increased
889	AssetMark Inc Concord, California	$247K	-$15.2K	1	0%	Reduced
890	MRCM M&R Capital Management Summit, New Jersey	$245K	$0	1	0.07%	Maintained
891	Savant Capital Rockford, Illinois	$245K	+$239K	1	0.07%	New
892	Cetera Advisor Networks El Segundo, California	$244K	-$277K	1	0.01%	Reduced
893	LIM Leavell Investment Management Mobile, Alabama	$242K	-$2.62K	1	0.03%	Reduced
894	RWA Ropes Wealth Advisors Boston, Massachusetts	$241K	$0	1	0.08%	Maintained
895	GCA Gideon Capital Advisors New York	$239K	-$167K	1	0.15%	Reduced
896	Natixis Paris, France	$237K	+$221K	1	0%	New
897	Prospera Financial Services Dallas, Texas	$237K	-$8.2K	1	0.05%	Reduced
898	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$235K	-$68.9K	1	0.26%	Reduced
899	WPA West Paces Advisors Atlanta, Georgia	$234K	+$229K	1	0.22%	New
900	Cerity Partners New York	$232K	+$227K	1	0.32%	New