← 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	BB&T Securities Richmond, Virginia	$16.8M	-$151K	3	0.22%	Reduced
227	CAM Cortina Asset Management Milwaukee, Wisconsin	$16.8M	+$1.36M	1	0.74%	Increased
228	United Capital Financial Advisors Irving, Texas	$16.5M	-$499K	2	0.13%	Reduced
229	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$16M	-$11.3K	1	1.69%	Reduced
230	CCMH Cornerstone Capital Management Holdings New York	$16M	+$3.21M	3	0.11%	Increased
231	TU TDAM USA Toronto, Ontario, Canada	$16M	-$211K	1	0.91%	Reduced
232	Alpha Cubed Investments Irvine, California	$15.9M	+$2M	1	2.08%	Increased
233	WIC Willis Investment Counsel Gainesville, Georgia	$15.9M	+$70K	1	1.12%	Increased
234	PJC Pelorus Jack Capital San Francisco, California	$15.9M	+$15.9M	1	2.13%	New
235	DA Denali Advisors San Diego, California	$15.8M	+$8.13M	1	2.45%	Increased
236	Driehaus Capital Management Chicago, Illinois	$15.8M	-$588K	3	0.6%	Reduced
237	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$15.6M	+$1.81M	2	0.05%	Increased
238	Envestnet Asset Management Chicago, Illinois	$15.6M	+$2.71M	4	0.03%	Increased
239	Tocqueville Asset Management New York	$15.5M	-$5.38M	2	0.18%	Reduced
240	QIM Quantitative Investment Management Charlottesville, Virginia	$15.4M	+$13.7M	3	0.23%	Increased
241	Royce & Associates New York	$15.4M	-$2.36M	2	0.1%	Reduced
242	Eastern Bank Boston, Massachusetts	$15.3M	+$11.3M	1	1.02%	Increased
243	State of New Jersey Common Pension Fund D Trenton, New Jersey	$15.2M	+$3.74M	2	0.06%	Increased
244	Suntrust Banks Atlanta, Georgia	$15M	-$1.05M	3	0.09%	Reduced
245	STB S&T Bank Indiana, Pennsylvania	$14.8M	-$131K	1	2.51%	Reduced
246	PIA Piedmont Investment Advisors Durham, North Carolina	$14.8M	-$1.03M	2	0.3%	Reduced
247	Associated Banc-Corp Green Bay, Wisconsin	$14.5M	+$31.1K	1	0.78%	Increased
248	Laurion Capital Management New York	$14.3M	+$1.83M	3	0.07%	Increased
249	Gulf International Bank (UK) London, United Kingdom	$14.2M	$0	2	0.18%	Maintained
250	FP Foundry Partners Minneapolis, Minnesota	$14.2M	-$5.44M	2	0.59%	Reduced