← 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
1076	DWT Dorsey & Whitney Trust Sioux Falls, South Dakota	$218K	+$213K	1	0.03%	New
1077	TW TrinityPoint Wealth Milford, Connecticut	$217K	+$193K	1	0.08%	New
1078	WSCM Wellington Shields Capital Management New York	$217K	$0	1	0.04%	Maintained
1079	Penserra Capital Management Orinda, California	$216K	+$181K	1	0.02%	Increased
1080	AG Appleton Group Appleton, Wisconsin	$215K	$0	1	0.25%	Maintained
1081	Beutel, Goodman & Co Toronto, Ontario, Canada	$215K	$0	1	0%	Maintained
1082	HIM Hotaling Investment Management Wayne, Pennsylvania	$214K	+$810	1	0.14%	Increased
1083	LMR Partners London, United Kingdom	$214K	+$208K	1	0.01%	New
1084	RIG Roosevelt Investment Group New York	$212K	-$4.86K	1	0.02%	Reduced
1085	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$210K	-$1.79K	2	0.15%	Reduced
1086	HP Hikari Power Tokyo, Japan	$210K	$0	1	0.02%	Maintained
1087	IIC Ironwood Investment Counsel Scottsdale, Arizona	$210K	+$810	1	0.08%	Increased
1088	CP Camelot Portfolios Maumee, Ohio	$209K	+$26K	1	0.1%	Increased
1089	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$209K	$0	1	0.04%	Maintained
1090	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$209K	$0	1	0.02%	Maintained
1091	BOTW Bank of the West Monterey Park, California	$208K	+$6.32K	1	0.03%	Increased
1092	Belpointe Asset Management Reno, Nevada	$207K	+$15.1K	1	0.03%	Increased
1093	WDL Well Done LLC Holland, Michigan	$207K	$0	1	0.05%	Maintained
1094	Capital International Los Angeles, California	$206K	-$728K	1	0.03%	Reduced
1095	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$206K	+$3.82K	1	0.07%	Increased
1096	SIM SSI Investment Management Los Angeles, California	$206K	-$81	1	0.02%	Reduced
1097	Horizon Investments Charlotte, North Carolina	$205K	-$29.5K	1	0.01%	Reduced
1098	TSS Two Sigma Securities New York	$204K	+$194K	2	0%	Increased
1099	CAN Claraphi Advisory Network Aliso Viejo, United States	$203K	-$38.6K	1	0.12%	Reduced
1100	RCM RB Capital Management Reno, Nevada	$203K	+$972	1	0.13%	Increased