← 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	LPL Financial San Diego, California	$13.9M	-$399K	5	0.03%	Reduced
252	Ancora Advisors Cleveland, Ohio	$13.7M	+$622K	1	0.6%	Increased
253	State of Alaska Department of Revenue Juneau, Alaska	$13.6M	+$1.05M	3	0.18%	Increased
254	NIP Nicholas Investment Partners Rancho Santa Fe, California	$13.4M	-$4.11M	1	1.12%	Reduced
255	GHCM Glen Harbor Capital Management San Diego, California	$13.1M	-$1.19M	3	0.27%	Reduced
256	Commonwealth Equity Services Waltham, Massachusetts	$13M	+$841K	5	0.06%	Increased
257	Mackenzie Financial Toronto Ontario, Ontario, Canada	$12.9M	+$1.51M	1	0.03%	Increased
258	VanEck Associates New York	$12.9M	-$1.41M	2	0.06%	Reduced
259	GAI General American Investors New York	$12.8M	$0	1	1.26%	Maintained
260	EP Elkfork Partners Portland, Oregon	$12.8M	-$3.07M	3	0.31%	Reduced
261	AR Advisory Research Chicago, Illinois	$12.6M	-$351K	2	0.6%	Reduced
262	Los Angeles Capital Management Los Angeles, California	$12.6M	-$2.43M	2	0.07%	Reduced
263	FBP Flippin Bruce & Porter Lynchburg, Virginia	$12.4M	+$2.19M	1	2.21%	Increased
264	SCA Summit Creek Advisors Minneapolis, Minnesota	$12.3M	-$4.6M	1	2.07%	Reduced
265	TPSF Texas Permanent School Fund Austin, Texas	$12.3M	-$192K	3	0.19%	Reduced
266	Encompass Capital Advisors New York	$12.2M	+$2.64M	1	0.84%	Increased
267	TU TDAM USA Toronto, Ontario, Canada	$12.2M	-$1.03M	1	0.86%	Reduced
268	BNP Paribas Asset Management Paris, France	$12.1M	+$1.99M	2	0.09%	Increased
269	SCM SKBA Capital Management San Francisco, California	$12.1M	-$56.7K	1	1.92%	Reduced
270	Weiss Multi-Strategy Advisers New York	$12.1M	+$1.05M	2	0.24%	Increased
271	Jefferies Group New York	$12M	-$3.34M	3	0.09%	Reduced
272	Meyer Handelman Company Rye Brook, New York	$11.9M	-$268K	1	0.6%	Reduced
273	Fred Alger Management New York	$11.9M	-$3.66M	3	0.05%	Reduced
274	Hancock Whitney Gulfport, Mississippi	$11.9M	-$396K	1	0.39%	Reduced
275	Bartlett & Co Wealth Management Cincinnati, Ohio	$11.7M	+$11.1M	2	0.31%	Increased