← 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
251	Associated Banc-Corp Green Bay, Wisconsin	$10.4M	-$488K	1	0.82%	Reduced
252	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$10.3M	-$2.19M	1	2.86%	Reduced
253	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.3M	-$212K	2	0.22%	Reduced
254	Tudor Investment Corp Stamford, Connecticut	$10.2M	-$1.49M	2	0.42%	Reduced
255	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$10.1M	+$115K	1	1.88%	Increased
256	Zacks Investment Management Chicago, Illinois	$10.1M	+$634K	1	0.44%	Increased
257	Regions Financial Corp Birmingham, Alabama	$10.1M	-$391K	1	0.13%	Reduced
258	Mackenzie Financial Toronto Ontario, Ontario, Canada	$10M	-$6.35M	2	0.05%	Reduced
259	CCM Cadence Capital Management Boston, Massachusetts	$9.93M	+$9.69M	1	0.34%	New
260	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$9.89M	+$4.07M	2	0.28%	Increased
261	PFC Phocas Financial Corp Alameda, California	$9.82M	-$193K	1	0.95%	Reduced
262	Trillium Asset Management Boston, Massachusetts	$9.81M	+$7.01M	1	1.09%	Increased
263	KCA KKR Credit Advisors San Francisco, California	$9.78M	+$9.54M	1	1.23%	New
264	CCMH Cornerstone Capital Management Holdings New York	$9.76M	-$749K	3	0.12%	Reduced
265	Principal Financial Group Des Moines, Iowa	$9.72M	+$571K	2	0.02%	Increased
266	VanEck Associates New York	$9.49M	+$1.09M	2	0.05%	Increased
267	LNB Ledyard National Bank	$9.39M	+$153K	1	1.65%	Increased
268	Nisa Investment Advisors St. Louis, Missouri	$9.36M	-$3.28M	2	0.14%	Reduced
269	BOK Financial Tulsa, Oklahoma	$9.25M	+$2.23M	1	0.34%	Increased
270	BLM Bennett Lawrence Management New York	$9.23M	+$2.65M	1	1.5%	Increased
271	Williams Jones & Associates New York	$9.17M	-$3.67M	1	0.47%	Reduced
272	Janney Montgomery Scott Philadelphia, Pennsylvania	$9.16M	+$8.36M	2	0.28%	Increased
273	SSA South Street Advisors New York	$9.14M	+$118K	1	4.38%	Increased
274	GWM Greenwich Wealth Management Greenwich, Connecticut	$9.09M	$0	1	0.65%	Maintained
275	MCM McRae Capital Management Morristown, New Jersey	$8.88M	+$111K	1	4.91%	Increased