← 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	PP PDS Planning Dublin, Ohio	$336K	$0	1	0.33%	Maintained
952	RIM Rampart Investment Management Hartford, Connecticut	$336K	-$487K	1	0.03%	Reduced
953	FGAM Financial Gravity Asset Management Lakeway, Texas	$334K	+$16.4K	2	0.31%	Increased
954	PCM Piermont Capital Management St. Louis, Missouri	$334K	+$13.3K	1	0.1%	Increased
955	C Cerebellum San Francisco, California	$332K	-$1.97K	2	0.56%	Reduced
956	Perpetual Ltd Sydney, New South Wales, Australia	$329K	$0	1	0.04%	Maintained
957	BII Bainco International Investors Boston, Massachusetts	$328K	+$4.18K	1	0.05%	Increased
958	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$327K	+$339K	1	0.03%	New
959	DA Dillon & Associates Jackson, Michigan	$327K	+$11.6K	1	0.12%	Increased
960	Park Avenue Securities New York	$325K	+$13.6K	1	0.06%	Increased
961	CT Chicago Trust Grayslake, Illinois	$323K	-$110K	1	0.14%	Reduced
962	CCB Cutter & Co Brokerage Ballwin, Missouri	$322K	$0	1	0.12%	Maintained
963	WIM Wilen Investment Management Bonita Springs, Florida	$322K	$0	1	0.21%	Maintained
964	CA Calton & Associates Tampa, Florida	$318K	+$31.6K	1	0.09%	Increased
965	MCM Manchester Capital Management Manchester, Vermont	$315K	+$7.81K	1	0.05%	Increased
966	SCA Sippican Capital Advisors Boston, Massachusetts	$311K	-$1.02M	1	0.31%	Reduced
967	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$309K	-$3.99K	3	0.16%	Reduced
968	HAM Highstreet Asset Management London, Ontario, Canada	$309K	-$33.4K	1	0.02%	Reduced
969	RR Robotti Robert	$309K	$0	1	0.08%	Maintained
970	WI Wedgewood Investors Erie, Pennsylvania	$308K	-$15.5K	1	0.53%	Reduced
971	Belpointe Asset Management Reno, Nevada	$307K	+$120K	1	0.09%	Increased
972	CA Capital Advantage Walnut Creek, California	$306K	+$23.5K	1	0.07%	Increased
973	IAM Integre Asset Management New York	$306K	+$292K	1	0.2%	New
974	IIM Ironwood Investment Management Boston, Massachusetts	$306K	-$7.74K	1	0.22%	Reduced
975	RCS Retirement Capital Strategies San Jose, California	$306K	$0	1	0.16%	Maintained