← 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
901	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$35K	+$11.6K	1	0%	Increased
902	IPC Independent Portfolio Consultants Boca Raton, Florida	$31K	-$38.9K	1	0.01%	Reduced
903	Farmers & Merchants Investments Inc Lincoln, Nebraska	$28K	-$41K	1	0%	Reduced
904	ID Integral Derivatives New York	$26K	+$30.5K	1	0%	New
905	HPBT High Point Bank & Trust High Point, North Carolina	$25K	$0	1	0.01%	Maintained
906	HM Payson & Co Portland, Maine	$21K	$0	1	0%	Maintained
907	PM Parametrica Management Wanchai, Hong Kong	$21K	+$20.3K	1	0.12%	New
908	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$20K	-$9.08K	1	0.01%	Reduced
909	CFG CKW Financial Group Honolulu, Hawaii	$19K	$0	1	0.01%	Maintained
910	SFU Stonehage Fleming (UK) London, United Kingdom	$19K	-$16.3K	1	0.01%	Reduced
911	PSC Prentiss Smith & Co Brattleboro, Vermont	$18K	$0	1	0.01%	Maintained
912	TFA Transamerica Financial Advisors St. Petersburg, Florida	$18K	-$491K	1	0%	Reduced
913	Gradient Investments Arden Hills, Minnesota	$17K	-$10.2K	1	0%	Reduced
914	HRIA Haberer Registered Investment Advisor Cincinnati, Ohio	$17K	$0	1	0.01%	Maintained
915	JFA JNBA Financial Advisors Bloomington, Minnesota	$14K	+$3.19K	1	0.01%	Increased
916	PR Payden & Rygel Los Angeles, California	$13K	$0	1	0%	Maintained
917	CCS Crosspoint Capital Strategies Orinda, California	$12K	$0	2	0.01%	Maintained
918	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$12K	$0	1	0%	Maintained
919	Lazard Asset Management New York	$10K	-$82.6M	1	0%	Reduced
920	SSB Sandy Spring Bank Olney, Maryland	$10K	$0	1	0%	Maintained
921	ATC Adirondack Trust Company Saratoga Springs, New York	$9K	+$7.8K	1	0.01%	Increased
922	DOA D'Orazio & Associates Falls Church, Virginia	$9K	$0	1	0.01%	Maintained
923	JIC Joel Isaacson & Co New York	$9K	+$8.44K	1	0%	New
924	VIA Vantage Investment Advisors State College, Pennsylvania	$9K	+$71	1	0.01%	Increased
925	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$8K	-$9.66K	2	0%	Reduced