← 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
1976	WBC Westpac Banking Corp Sydney, Australia	$1.28M	-$605K	2	0.08%	Reduced
1977	RFG REAP Financial Group Austin, Texas	$1.28M	+$52.4K	1	0.22%	Increased
1978	KC Kryger Capital London, United Kingdom	$1.28M	+$971K	1	0.07%	New
1979	CA Carson Advisory Athens, Georgia	$1.28M	-$3.23K	1	0.59%	Reduced
1980	GAM Gemmer Asset Management Walnut Creek, California	$1.27M	+$4.84K	1	0.09%	Increased
1981	FA Faithward Advisors Lancaster, Pennsylvania	$1.27M	-$577K	1	0.15%	Reduced
1982	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$1.27M	+$4.03K	1	0.07%	Increased
1983	BI Bradyco Inc Cambridge, Massachusetts	$1.27M	-$330K	1	1.45%	Reduced
1984	GIM Generali Investments Management Ljubljana, Slovenia	$1.27M	+$518K	1	0.28%	Increased
1985	Construction & Building Unions Superannuation Fund Melbourne, Australia	$1.26M	+$146K	1	0.02%	Increased
1986	LAM LECAP Asset Management London, United Kingdom	$1.26M	-$64K	2	0.54%	Reduced
1987	NB Northwest Bancshares Warren, Pennsylvania	$1.26M	-$8.06K	1	0.23%	Reduced
1988	CA Capital Advantage Walnut Creek, California	$1.25M	-$4.03K	1	0.15%	Reduced
1989	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$1.25M	-$40.7K	1	0.18%	Reduced
1990	CFO CVA Family Office Denver, Colorado	$1.25M	+$3.9K	5	0.11%	Increased
1991	BST Bath Savings Trust Bath, Maine	$1.25M	+$4.84K	1	0.13%	Increased
1992	RB Renasant Bank Tupelo, Mississippi	$1.25M	+$855K	2	0.8%	Increased
1993	JFA JNBA Financial Advisors Bloomington, Minnesota	$1.25M	+$901K	3	0.09%	Increased
1994	BOS Bank of Stockton Stockton, California	$1.24M	-$84.3K	1	0.35%	Reduced
1995	CIEC Crédit Industriel et Commercial Paris France, France	$1.24M	+$854K	1	0.08%	New
1996	CCA Cypress Capital Advisors Franklin, Tennessee	$1.24M	-$62.5K	1	0.51%	Reduced
1997	DM Delphi Management Brookline, Massachusetts	$1.23M	-$1.44M	1	1.21%	Reduced
1998	PIM Penobscot Investment Management Boston, Massachusetts	$1.23M	$0	1	0.08%	Maintained
1999	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$1.23M	-$1.15M	2	0.13%	Reduced
2000	RFN RDA Financial Network Akron, Iowa	$1.23M	-$673K	1	0.27%	Reduced