← 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
1126	Mountain Pacific Investment Advisers Boise, Idaho	$257K	$0	1	0.02%	Maintained
1127	WB West Bancorporation West Des Moines, Iowa	$257K	+$241K	1	0.26%	New
1128	Keeley-Teton Advisors Chicago, Illinois	$255K	-$3.82K	1	0.03%	Reduced
1129	SIC Shoker Investment Counsel Oxford, Ohio	$255K	-$5.15K	1	0.17%	Reduced
1130	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$254K	+$238K	1	0.07%	New
1131	Cohen & Steers New York	$253K	$0	1	0%	Maintained
1132	NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$252K	$0	1	0.04%	Maintained
1133	CCI Credit Capital Investments Livingston, New Jersey	$251K	+$58K	1	0.25%	New
1134	Ironwood Investment Counsel Scottsdale, Arizona	$251K	+$11K	1	0.09%	Increased
1135	BWM BigSur Wealth Management Miami, Florida	$250K	$0	1	0.14%	Maintained
1136	BAS Brown Advisory Securities Baltimore, Maryland	$250K	+$234K	1	0.06%	New
1137	MAP Moody Aldrich Partners Marblehead, Massachusetts	$250K	+$225K	1	0.05%	New
1138	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$249K	+$178	2	0.16%	Increased
1139	Center for Financial Planning Southfied, Michigan	$249K	+$233K	1	0.06%	New
1140	Dorsey & Whitney Trust Sioux Falls, South Dakota	$249K	-$266	1	0.03%	Reduced
1141	IHT Wealth Management Chicago, Illinois	$249K	-$799	1	0.03%	Reduced
1142	SouthState Corp Winter Haven, Florida	$249K	+$233K	1	0.03%	New
1143	Hunter Associates Investment Management Pittsburgh, Pennsylvania	$247K	-$1.36K	1	0.08%	Reduced
1144	Wellington Shields Capital Management New York	$247K	$0	1	0.04%	Maintained
1145	GAMCO Investors Greenwich, Connecticut	$246K	-$444K	1	0%	Reduced
1146	RCM RB Capital Management Reno, Nevada	$246K	-$1.33K	1	0.14%	Reduced
1147	AG Appleton Group Appleton, Wisconsin	$245K	$0	1	0.31%	Maintained
1148	Evercore Wealth Management New York	$242K	-$38.1K	1	0.01%	Reduced
1149	RIG Roosevelt Investment Group New York	$241K	$0	1	0.02%	Maintained
1150	Beutel, Goodman & Co Toronto, Ontario, Canada	$239K	-$79.3K	1	0%	Reduced