← 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
951	CT Cambridge Trust Cambridge, Massachusetts	$200K	+$192K	1	0.01%	New
952	First Manhattan New York	$194K	-$156K	2	0%	Reduced
953	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$193K	$0	1	0.1%	Maintained
954	TDC Thompson Davis & Co Richmond, Virginia	$191K	+$2.71K	4	0.27%	Increased
955	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$187K	$0	1	0.15%	Maintained
956	SC SRB Corp Boston, Massachusetts	$186K	-$8.6K	1	0.03%	Reduced
957	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$175K	+$54.7K	3	0.1%	Increased
958	GH GAM Holding Zurich, Switzerland	$171K	$0	1	0%	Maintained
959	DBT Dubuque Bank & Trust Dubuque, Iowa	$166K	+$1.71K	1	0.04%	Increased
960	ADL Asset Dedication LLC San Francisco, California	$165K	$0	1	0.09%	Maintained
961	Citizens Financial Group Providence, Rhode Island	$159K	+$98K	2	0.01%	Increased
962	Group One Trading Chicago, Illinois	$154K	-$195K	3	0%	Reduced
963	Evercore Wealth Management New York	$152K	+$15.9K	2	0.01%	Increased
964	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$143K	$0	1	0.02%	Maintained
965	HA Harfst & Associates Sheridan, Wyoming	$143K	+$136K	2	0.06%	New
966	Fuller & Thaler Asset Management San Mateo, California	$141K	$0	1	0%	Maintained
967	Brown Brothers Harriman & Co New York	$138K	+$80.6K	1	0%	Increased
968	HA Heartland Advisors Milwaukee, Wisconsin	$138K	$0	1	0.01%	Maintained
969	CPA Clear Perspective Advisors Aurora, Illinois	$135K	$0	1	0.09%	Maintained
970	GLI Guardian Life Insurance New York	$129K	+$852	1	0.02%	Increased
971	AFA Abacus FCF Advisors Orlando, Florida	$128K	+$123K	1	1.06%	New
972	BTIS BB&T Investment Services Charlotte, North Carolina	$125K	+$25.2K	3	0.05%	Increased
973	OFW Omnia Family Wealth Aventura, Florida	$125K	-$77	2	0.06%	Reduced
974	SBA Seven Bridges Advisors New York	$119K	+$114K	1	0.11%	New
975	FAM Fortaleza Asset Management Chicago, Illinois	$117K	$0	1	0.24%	Maintained