← 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
226	CHAM Clear Harbor Asset Management Stamford, Connecticut	$12.3M	-$56.6K	2	2.74%	Reduced
227	MSA Mason Street Advisors Milwaukee, Wisconsin	$12.2M	-$799K	3	0.1%	Reduced
228	SM Stratton Management King Of Prussia, Pennsylvania	$12.1M	-$1.13M	1	0.54%	Reduced
229	Janney Montgomery Scott Philadelphia, Pennsylvania	$12M	+$3.18M	2	0.25%	Increased
230	Meyer Handelman Company Rye Brook, New York	$12M	+$28.4K	1	0.56%	Increased
231	GAI General American Investors New York	$11.7M	+$4.83M	1	0.93%	Increased
232	IMOV Investment Management of Virginia Richmond, Virginia	$11.6M	-$590K	1	2.08%	Reduced
233	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$11.5M	+$1.15M	2	0.35%	Increased
234	M&T Bank Buffalo, New York	$11.3M	+$12M	4	0.07%	Increased
235	Federated Hermes Pittsburgh, Pennsylvania	$11.2M	-$60.3M	3	0.04%	Reduced
236	Fifth Third Bancorp Cincinnati, Ohio	$10.9M	+$196K	2	0.1%	Increased
237	DP Delta Partners Boston, Massachusetts	$10.8M	+$11.4M	1	11.69%	New
238	Winton Group London, United Kingdom	$10.8M	-$5.08M	1	0.08%	Reduced
239	Associated Banc-Corp Green Bay, Wisconsin	$10.6M	+$138K	1	0.7%	Increased
240	TIP Torray Investment Partners Bethesda, Maryland	$10.6M	$0	1	0.96%	Maintained
241	TSU TD Securities (USA) New York	$10.5M	-$12.8K	1	0.17%	Reduced
242	VanEck Associates New York	$10.5M	+$1.16M	2	0.06%	Increased
243	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$10.4M	+$2.68M	1	2.67%	Increased
244	Guardian Capital (Canada) Toronto, Ontario, Canada	$10.4M	+$206K	1	0.16%	Increased
245	Asset Management One Tokyo, Japan	$10.4M	-$2.03M	3	0.14%	Reduced
246	GWM Greenwich Wealth Management Greenwich, Connecticut	$10.3M	$0	1	0.7%	Maintained
247	Commerzbank Aktiengesellschaft Frankfurt, Germany	$10.3M	+$2.26M	2	0.04%	Increased
248	WesBanco Bank Wheeling, West Virginia	$10.2M	-$21K	1	0.57%	Reduced
249	Suntrust Banks Atlanta, Georgia	$10.2M	-$2.51M	2	0.07%	Reduced
250	Gulf International Bank (UK) London, United Kingdom	$10.1M	$0	2	0.19%	Maintained