← 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	PCM Parsons Capital Management Providence, Rhode Island	$242K	$0	1	0.03%	Maintained
927	MLM Mount Lucas Management Newtown, Pennsylvania	$239K	-$28.7K	1	0.05%	Reduced
928	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$239K	+$229K	1	0.05%	New
929	MCM Murphy Capital Management Bedminster, New Jersey	$237K	+$227K	1	0.04%	New
930	MCM Maple Capital Management Montpelier, Vermont	$230K	+$207K	1	0.07%	New
931	Bartlett & Co Cincinnati, Ohio	$229K	$0	1	0.01%	Maintained
932	CCA Checchi Capital Advisers Beverly Hills, California	$229K	-$17.5K	1	0.03%	Reduced
933	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$229K	$0	1	0.15%	Maintained
934	First National Bank of Omaha Omaha, Nebraska	$227K	+$217K	1	0.01%	New
935	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$226K	-$99.4K	2	0%	Reduced
936	RCM RB Capital Management Reno, Nevada	$226K	-$18.3K	1	0.21%	Reduced
937	CM Capital Management Glen Allen, Virginia	$222K	$0	1	0.07%	Maintained
938	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$222K	+$213K	1	0.08%	New
939	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$222K	$0	1	0.02%	Maintained
940	GAM Gemmer Asset Management Walnut Creek, California	$221K	+$163K	3	0.1%	Increased
941	BAM Brave Asset Management Summit, New Jersey	$217K	$0	1	0.13%	Maintained
942	Choreo LLC Rockford, Illinois	$213K	+$192K	1	0.03%	New
943	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$212K	+$99.7K	2	0.04%	Increased
944	Quadrature Capital London, United Kingdom	$212K	+$204K	1	0.02%	New
945	HFBOT Home Federal Bank of Tennessee Knoxville, Tennessee	$209K	+$200K	1	0.11%	New
946	Fayez Sarofim & Co Houston, Texas	$208K	+$199K	1	0%	New
947	Greenleaf Trust Kalamazoo, Michigan	$207K	+$198K	1	0.01%	New
948	SIM SSI Investment Management Los Angeles, California	$206K	+$199K	1	0.02%	New
949	BWM BigSur Wealth Management Miami, Florida	$204K	+$187K	1	0.22%	New
950	CC Courier Capital Buffalo, New York	$204K	+$195K	1	0.04%	New