← 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	AIM Acuity Investment Management Toronto, Ontario, Canada	$183K	-$33K	1	0.15%	Reduced
902	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$183K	+$172K	1	0.09%	New
903	DBT Dubuque Bank & Trust Dubuque, Iowa	$182K	-$82.9K	1	0.03%	Reduced
904	MAM Mizuho Asset Management Tokyo, Japan	$182K	-$1.05M	2	0.06%	Reduced
905	NCA NCM Capital Advisers Durham, North Carolina	$177K	$0	1	0.25%	Maintained
906	BRWM B. Riley Wealth Management Memphis, Tennessee	$174K	+$3.78K	2	0.14%	Increased
907	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$172K	$0	1	0.14%	Maintained
908	Brinker Capital Investments Berwyn, Pennsylvania	$170K	+$165K	1	0.01%	New
909	DVM Dreman Value Management West Palm Beach, Florida	$166K	+$28K	2	0.01%	Increased
910	HC HHG & Company Darien, Connecticut	$166K	+$156K	1	0.04%	New
911	PSI Pinnacle Summer Investments Fairfax, Virginia	$164K	$0	1	0.02%	Maintained
912	BAM Brave Asset Management Summit, New Jersey	$158K	$0	2	0.11%	Maintained
913	SC SRB Corp Boston, Massachusetts	$146K	+$10K	1	0.02%	Increased
914	Tower Research Capital (TRC) New York	$143K	-$64.8K	2	0.01%	Reduced
915	PSC Piper Sandler & Co Minneapolis, Minnesota	$140K	+$131K	1	0.07%	New
916	RNS Robert N. Shapiro	$139K	+$1.38K	2	0.03%	Increased
917	SFM Signet Financial Management Parsippany, New Jersey	$139K	+$160K	1	0.05%	New
918	TF Tompkins Financial Ithaca, New York	$138K	-$26.4K	1	0.03%	Reduced
919	Benjamin F. Edwards & Company St. Louis, Missouri	$134K	+$396	1	0.03%	Increased
920	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$129K	$0	3	0.03%	Maintained
921	Twin Tree Management Dallas, Texas	$129K	-$3.48M	1	0%	Reduced
922	M MOTCO San Antonio, Texas	$127K	$0	1	0.01%	Maintained
923	VFA Virtus Fund Advisers Hartford, Connecticut	$127K	$0	1	0%	Maintained
924	TDC Thompson Davis & Co Richmond, Virginia	$126K	+$10.1K	3	0.15%	Increased
925	AP Atwood & Palmer Kansas City, Missouri	$123K	$0	1	0.02%	Maintained