← 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	$14.2M	+$627K	3	0.26%	Increased
227	SM Stratton Management King Of Prussia, Pennsylvania	$14.1M	-$21.4K	1	0.57%	Reduced
228	PRCM Pine River Capital Management Minnetonka, Minnesota	$14M	-$6.57M	1	0.17%	Reduced
229	Capital International Inc Los Angeles, California	$13.9M	-$2.15M	1	1.05%	Reduced
230	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$13.9M	+$2.83M	1	3.26%	Increased
231	VFAM Valley Forge Asset Management King Of Prussia, Pennsylvania	$13.8M	-$516K	1	1.7%	Reduced
232	TI Tyrian Investments New York	$13.8M	-$25.2M	1	2.81%	Reduced
233	OAM Oxford Asset Management Oxford, United Kingdom	$13.7M	+$184K	2	0.35%	Increased
234	Asset Management One Tokyo, Japan	$13.7M	+$2.27M	3	0.17%	Increased
235	Aberdeen Asset Management Aberdeen, United Kingdom	$13.6M	+$3.15M	2	0.04%	Increased
236	ECM Estabrook Capital Management New York	$13.4M	-$708K	1	1.57%	Reduced
237	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$13M	+$2.16M	4	0.15%	Increased
238	Meyer Handelman Company Rye Brook, New York	$13M	+$34K	1	0.59%	Increased
239	GC Globeflex Capital San Diego, California	$12.8M	+$1.22M	2	2.44%	Increased
240	GWM Greenwich Wealth Management Greenwich, Connecticut	$12.7M	+$11.6K	1	1.44%	Increased
241	Associated Banc-Corp Green Bay, Wisconsin	$11.9M	+$283K	1	0.75%	Increased
242	Citigroup New York	$11.9M	-$1.94M	5	0.01%	Reduced
243	WesBanco Bank Wheeling, West Virginia	$11.9M	+$717K	1	0.66%	Increased
244	TSU TD Securities (USA) New York	$11.6M	-$661K	1	0.17%	Reduced
245	LCP Lombardia Capital Partners Pasadena, California	$11.4M	+$7.96M	1	0.34%	Increased
246	Suntrust Banks Atlanta, Georgia	$11.4M	-$728K	2	0.07%	Reduced
247	Gulf International Bank (UK) London, United Kingdom	$11.4M	-$10.9K	2	0.2%	Reduced
248	Creative Planning Overland Park, Kansas	$11.1M	-$586K	5	0.1%	Reduced
249	Balyasny Asset Management Chicago, Illinois	$11.1M	-$84M	2	0.09%	Reduced
250	Aperio Group Sausalito, California	$11.1M	+$1.62M	4	0.12%	Increased