← 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
1651	Donaldson Capital Management Evansville, Indiana	$0	-$217K	0	–	Closed
1652	Driehaus Capital Management Chicago, Illinois	$0	-$474K	0	–	Closed
1653	ESCM Echo Street Capital Management New York	$0	-$426K	0	–	Closed
1654	EPA Element Pointe Advisors Miami, Florida	$0	-$1.15M	0	–	Closed
1655	Empowered Funds Havertown, Pennsylvania	$0	-$1.95M	0	–	Closed
1656	EBT Enterprise Bank & Trust Lowell, Massachusetts	$0	-$553K	0	–	Closed
1657	Factory Mutual Insurance Waltham, Massachusetts	$0	-$60.8M	0	–	Closed
1658	FBC Fairfield, Bush & Co Darien, Connecticut	$0	-$1.11M	0	–	Closed
1659	FP Fiduciary Planning Englewood, Florida	$0	-$55K	0	–	Closed
1660	FWM Filbrandt Wealth Management Middleton, Wisconsin	$0	-$3K	0	–	Closed
1661	FMI F/M Investments Washington, District of Columbia	$0	-$2.04M	0	–	Closed
1662	FC FORA Capital Miami, Florida	$0	-$759K	0	–	Closed
1663	FCM Fortis Capital Management Bellevue, Washington	$0	-$2.15M	0	–	Closed
1664	FSA Franklin Street Advisors Chapel Hill, North Carolina	$0	-$231K	0	–	Closed
1665	GGI Godsey & Gibb Inc Richmond, Virginia	$0	-$20.8M	0	–	Closed
1666	GAM Grandview Asset Management Harrisburg, Pennsylvania	$0	-$103K	0	–	Closed
1667	GHA GW Henssler & Associates Kennesaw, Georgia	$0	-$242K	0	–	Closed
1668	GTCM Gyon Technologies Capital Management Denville, New Jersey	$0	-$2.13M	0	–	Closed
1669	HMS Hanseatic Management Services Albuquerque, New Mexico	$0	-$21K	0	–	Closed
1670	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$0	+$584	1	0%	New
1671	HIS Horizon Investment Services Hammond, Indiana	$0	-$1.79M	0	–	Closed
1672	HPM Hudson Portfolio Management Garrison, New York	$0	-$308K	0	–	Closed
1673	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$0	-$284K	0	–	Closed
1674	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$0	-$270K	0	–	Closed
1675	InterOcean Capital Group Nashville, Tennessee	$0	-$208K	0	–	Closed