← 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	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$427K	-$54.4K	1	0%	Reduced
927	LD Lipe & Dalton Syracuse, New York	$426K	-$46.6K	1	0.29%	Reduced
928	MWVC Morgens Waterfall Vintiadis & Co New York	$425K	$0	1	0.33%	Maintained
929	WIA Westbourne Investment Advisors Annapolis, Maryland	$425K	+$109K	1	0.32%	Increased
930	HMS Hanseatic Management Services Albuquerque, New Mexico	$420K	-$66K	1	0.42%	Reduced
931	NB Nicolet Bankshares Green Bay, Wisconsin	$411K	+$27.6K	1	0.18%	Increased
932	FTC Farmers Trust Company Youngstown, Ohio	$410K	$0	1	0.12%	Maintained
933	Pendal Group Sydney, Australia	$408K	+$402K	1	0.01%	New
934	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$408K	-$2.72K	1	0.19%	Reduced
935	HA Hays Advisory Franklin, Tennessee	$402K	+$69.1K	1	0.14%	Increased
936	SIA SeaBridge Investment Advisors Summit, New Jersey	$402K	$0	1	0.09%	Maintained
937	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$395K	-$147K	1	0.34%	Reduced
938	RIG Roosevelt Investment Group New York	$390K	+$384K	1	0.04%	New
939	WA Wheatland Advisors Lancaster, Pennsylvania	$390K	$0	1	0.32%	Maintained
940	HC Henshaw Capital Woburn, Massachusetts	$389K	+$68.2K	1	0.04%	Increased
941	MICM Matthews International Capital Management San Francisco, California	$385K	+$16.1K	1	0.02%	Increased
942	PCG Private Capital Group West Hartford, Connecticut	$380K	+$380K	4	0.09%	New
943	C Cerebellum San Francisco, California	$379K	+$405K	3	0.27%	New
944	CS Comerica Securities Detroit, Michigan	$379K	+$8.09K	1	0.05%	Increased
945	AIM Allen Investment Management New York	$377K	$0	1	0.02%	Maintained
946	EWM Evermay Wealth Management Arlington, Virginia	$377K	+$371K	1	0.14%	New
947	HAM Highstreet Asset Management London, Ontario, Canada	$376K	-$764K	1	0.02%	Reduced
948	Parallel Advisors San Francisco, California	$373K	-$17.9K	4	0.06%	Reduced
949	WPC Waters Parkerson & Co New Orleans, Louisiana	$373K	-$17.9K	1	0.03%	Reduced
950	KSA Ken Stern & Associates San Diego, California	$369K	-$2.72K	1	0.16%	Reduced