← 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	Gulf International Bank (UK) London, United Kingdom	$11.2M	+$10.6M	2	0.22%	New
252	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$11.2M	-$180K	1	2.98%	Reduced
253	Bank of Montreal Toronto, Ontario, Canada	$11.2M	+$3.84M	4	0.02%	Increased
254	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$10.8M	-$1.99M	3	0.7%	Reduced
255	BLM Bennett Lawrence Management New York	$10.8M	+$570K	1	1.66%	Increased
256	Nisa Investment Advisors St. Louis, Missouri	$10.5M	+$78.7K	2	0.15%	Increased
257	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.5M	-$691K	2	0.22%	Reduced
258	RR Robotti Robert	$10.4M	-$540K	1	4.19%	Reduced
259	LNB Ledyard National Bank	$10.4M	-$16.4K	1	1.73%	Reduced
260	Glenmede Trust Philadelphia, Pennsylvania	$10.2M	+$1.73M	2	0.1%	Increased
261	Janney Montgomery Scott Philadelphia, Pennsylvania	$10.2M	+$70.8K	2	0.27%	Increased
262	VanEck Associates New York	$10.2M	-$443K	2	0.05%	Reduced
263	CCM Cadence Capital Management Boston, Massachusetts	$10.1M	-$784K	1	0.38%	Reduced
264	SSA South Street Advisors New York	$10.1M	+$15.3K	1	4.24%	Increased
265	Natixis Advisors Boston, Massachusetts	$10.1M	+$895K	2	0.17%	Increased
266	HFS Haverford Financial Services Radnor, Pennsylvania	$10.1M	+$496K	1	4.75%	Increased
267	CCMH Cornerstone Capital Management Holdings New York	$9.97M	-$743K	3	0.11%	Reduced
268	HighTower Advisors Chicago, Illinois	$9.92M	+$487K	2	0.2%	Increased
269	Carson Wealth (CWM LLC) Omaha, Nebraska	$9.7M	+$1.26M	1	1.51%	Increased
270	Regions Financial Corp Birmingham, Alabama	$9.7M	-$1.38M	1	0.12%	Reduced
271	WI Wafra Inc New York	$9.66M	$0	1	1.24%	Maintained
272	MCM McRae Capital Management Morristown, New Jersey	$9.64M	-$169K	1	4.95%	Reduced
273	PFC Phocas Financial Corp Alameda, California	$9.6M	-$10.2M	0	–	Closed
274	IMOV Investment Management of Virginia Richmond, Virginia	$9.52M	+$479K	1	1.57%	Increased
275	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$9.51M	-$1.54M	2	0.04%	Reduced