← 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	AIM Acrospire Investment Management Chicago, Illinois	$267K	+$175K	4	0.25%	Increased
952	GAMCO Investors Greenwich, Connecticut	$265K	-$25.8K	1	0%	Reduced
953	Group One Trading Chicago, Illinois	$265K	+$108K	3	0%	Increased
954	MJP Michael J. Puzo	$265K	$0	1	0.14%	Maintained
955	Welch Group Birmingham, Alabama	$263K	+$258K	1	0.04%	New
956	BHWM Bar Harbor Wealth Management Concord, New Hampshire	$262K	-$6.4K	1	0.03%	Reduced
957	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$261K	+$152	2	0.21%	Increased
958	CI Cavalier Investments Alpharetta, Georgia	$261K	$0	1	0.15%	Maintained
959	MC Miles Capital West Des Moines, Iowa	$259K	-$1.62K	1	0.14%	Reduced
960	Grimes & Company Westborough, Massachusetts	$258K	$0	1	0.03%	Maintained
961	Douglass Winthrop Advisors New York	$253K	-$256K	1	0.02%	Reduced
962	BAC Boys Arnold & Co Asheville, North Carolina	$251K	-$6.71K	1	0.03%	Reduced
963	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$251K	+$11.1K	2	0.01%	Increased
964	MCM Murphy Capital Management Bedminster, New Jersey	$249K	$0	1	0.04%	Maintained
965	Greenleaf Trust Kalamazoo, Michigan	$246K	+$28K	1	0.01%	Increased
966	FC Ferris Capital Marlborough, Massachusetts	$244K	+$240K	2	0.11%	New
967	Spot Trading Chicago, Illinois	$242K	-$622K	2	0%	Reduced
968	Bartlett & Co Cincinnati, Ohio	$240K	$0	1	0.01%	Maintained
969	MRCM M&R Capital Management Summit, New Jersey	$240K	-$7.62K	1	0.06%	Reduced
970	RCM RB Capital Management Reno, Nevada	$239K	+$1.45K	1	0.21%	Increased
971	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$238K	-$1.7K	1	0.05%	Reduced
972	CAM Columbia Asset Management Ann Arbor, Michigan	$235K	-$40K	1	0.08%	Reduced
973	CM Capital Management Glen Allen, Virginia	$233K	$0	1	0.07%	Maintained
974	GAM Gemmer Asset Management Walnut Creek, California	$232K	$0	3	0.1%	Maintained
975	PM Parametrica Management Wanchai, Hong Kong	$230K	+$232K	1	0.22%	New