← 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
1201	RA Rational Advisors Huntington, New York	$196K	-$926K	1	0.09%	Reduced
1202	AIS AlphaOne Investment Services West Chester, Pennsylvania	$195K	-$69.9K	1	0.32%	Reduced
1203	Peconic Partners New York	$194K	+$172K	2	0.04%	New
1204	Qube Research & Technologies (QRT) London, United Kingdom	$194K	-$424K	1	0.01%	Reduced
1205	SMG Spectrum Management Group Indianapolis, Indiana	$189K	$0	1	0.08%	Maintained
1206	Brinker Capital Investments Berwyn, Pennsylvania	$186K	-$12.3K	1	0.01%	Reduced
1207	APG Abacus Planning Group Columbia, South Carolina	$182K	$0	1	0.08%	Maintained
1208	F F3Logic Burnsville, Minnesota	$182K	+$41.2K	1	0.03%	New
1209	BS Bessemer Securities New York	$181K	-$3.55K	1	0.07%	Reduced
1210	CWP CFM Wealth Partners Austin, Texas	$178K	+$157K	2	0.07%	New
1211	Covington Capital Management Los Angeles, California	$178K	+$12.3K	2	0.01%	Increased
1212	Caxton Associates (New York) New York	$177K	+$161K	1	0.02%	New
1213	HB Horizon Bancorp Michigan City, Indiana	$177K	+$166K	1	0.17%	New
1214	RCA Ranch Capital Advisors Sarasota, Florida	$174K	-$16.1K	1	0.14%	Reduced
1215	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$171K	$0	1	0.13%	Maintained
1216	BAM Brave Asset Management Summit, New Jersey	$163K	$0	1	0.08%	Maintained
1217	BAM Blueshift Asset Management Red Bank, New Jersey	$162K	-$3.85M	1	0.02%	Reduced
1218	SSB Sandy Spring Bank Olney, Maryland	$161K	+$13.4K	1	0.01%	Increased
1219	ZB Zions Bancorporation Salt Lake City, Utah	$148K	-$10.3K	2	0.02%	Reduced
1220	RE RBC Europe London, United Kingdom	$146K	$0	1	0.01%	Maintained
1221	VCM Vigilant Capital Management Portland, Maine	$145K	$0	1	0.02%	Maintained
1222	ACM Allred Capital Management Dallas, Texas	$144K	+$135K	1	0.08%	New
1223	LC Lindbrook Capital Calabasas, California	$140K	-$4.08K	4	0.05%	Reduced
1224	CIA CSat Investment Advisory Detroit, Michigan	$139K	+$32.6K	2	0.04%	Increased
1225	TFS TrustCore Financial Services Brentwood, Tennessee	$132K	+$4.44K	2	0.03%	Increased