← 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	Janney Montgomery Scott Philadelphia, Pennsylvania	$13.5M	+$672K	2	0.27%	Increased
227	Meyer Handelman Company Rye Brook, New York	$13M	+$152K	1	0.58%	Increased
228	Regions Financial Corp Birmingham, Alabama	$12.7M	-$14.9M	1	0.16%	Reduced
229	GAI General American Investors New York	$12.5M	$0	1	1%	Maintained
230	Wasatch Advisors Salt Lake City, Utah	$12.5M	-$959K	1	0.13%	Reduced
231	TSU TD Securities (USA) New York	$12.2M	+$907K	1	0.18%	Increased
232	OAM Oxford Asset Management Oxford, United Kingdom	$12.2M	+$4.51M	2	0.27%	Increased
233	LCM LG Capital Management Owings Mills, Maryland	$12.1M	+$3.63M	1	3.6%	Increased
234	Suntrust Banks Atlanta, Georgia	$12M	+$760K	2	0.08%	Increased
235	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$11.9M	$0	1	0.21%	Maintained
236	Bank of Montreal Toronto, Ontario, Canada	$11.8M	+$1.15M	4	0.01%	Increased
237	Associated Banc-Corp Green Bay, Wisconsin	$11.7M	+$248K	1	0.74%	Increased
238	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$11.7M	-$670K	2	0.36%	Reduced
239	IMOV Investment Management of Virginia Richmond, Virginia	$11.6M	-$2.58M	1	2.42%	Reduced
240	TIP Torray Investment Partners Bethesda, Maryland	$11.5M	+$162K	1	0.97%	Increased
241	Whale Rock Capital Management Boston, Massachusetts	$11.4M	+$10.3M	1	1.3%	New
242	SW SVB Wealth Boston, Massachusetts	$11.3M	+$11M	1	0.37%	New
243	GWM Greenwich Wealth Management Greenwich, Connecticut	$11.2M	$0	1	0.74%	Maintained
244	WesBanco Bank Wheeling, West Virginia	$11.2M	+$221K	1	0.61%	Increased
245	Gulf International Bank (UK) London, United Kingdom	$11.1M	+$200K	2	0.2%	Increased
246	Creative Planning Overland Park, Kansas	$11.1M	-$120K	5	0.12%	Reduced
247	Commerzbank Aktiengesellschaft Frankfurt, Germany	$11.1M	+$51.7K	3	0.07%	Increased
248	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$11.1M	-$142K	1	2.69%	Reduced
249	Asset Management One Tokyo, Japan	$11M	-$163K	3	0.14%	Reduced
250	Robeco Schweiz Zurich, Switzerland	$11M	+$3.7M	2	0.84%	Increased