← 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
926	Bartlett & Co Cincinnati, Ohio	$207K	-$24.6K	1	0.01%	Reduced
927	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$204K	-$4.33K	1	0.14%	Reduced
928	CM Capital Management Glen Allen, Virginia	$201K	+$197K	1	0.07%	New
929	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$200K	+$196K	1	0.02%	New
930	ACM AUA Capital Management Camp Hill, Pennsylvania	$193K	+$189K	1	0.18%	New
931	Parallel Advisors San Francisco, California	$186K	+$181K	3	0.04%	New
932	BAM Brave Asset Management Summit, New Jersey	$185K	-$13K	1	0.12%	Reduced
933	Fulton Bank Lancaster, Pennsylvania	$182K	-$1.3K	1	0.02%	Reduced
934	ARK Investment Management St. Petersburg, Florida	$177K	+$174K	1	0.06%	New
935	GBT Grove Bank & Trust Miami, Florida	$177K	+$173K	1	0.14%	New
936	SC SRB Corp Boston, Massachusetts	$176K	+$17.6K	1	0.02%	Increased
937	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$175K	+$14.2K	1	0.09%	Increased
938	HA Heartland Advisors Milwaukee, Wisconsin	$175K	+$324K	1	0.01%	New
939	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$169K	$0	1	0.13%	Maintained
940	TDC Thompson Davis & Co Richmond, Virginia	$163K	-$52.9K	4	0.27%	Reduced
941	PAM Paradigm Asset Management New York	$153K	-$5.12K	1	0.03%	Reduced
942	ADL Asset Dedication LLC San Francisco, California	$149K	$0	1	0.09%	Maintained
943	DBT Dubuque Bank & Trust Dubuque, Iowa	$149K	$0	1	0.03%	Maintained
944	Engineers Gate Manager New York	$144K	+$142K	1	0.02%	New
945	Fuller & Thaler Asset Management San Mateo, California	$127K	+$125K	1	0%	New
946	CPA Clear Perspective Advisors Aurora, Illinois	$122K	+$119K	1	0.08%	New
947	Evercore Wealth Management New York	$122K	-$4.5K	2	0.01%	Reduced
948	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$122K	$0	1	0.02%	Maintained
949	ZB Zions Bancorporation Salt Lake City, Utah	$118K	+$2.23K	2	0.02%	Increased
950	GLI Guardian Life Insurance New York	$116K	+$1.18K	1	0.02%	Increased