← 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
276	LNB Ledyard National Bank	$8.06M	-$633K	1	1.5%	Reduced
277	Natixis Advisors Boston, Massachusetts	$8.04M	-$3.39M	2	0.16%	Reduced
278	Catalyst Capital Advisors Huntington, New York	$8M	+$8.4M	1	1.03%	New
279	AC AFAM Capital Austin, Texas	$7.9M	+$51.6K	1	1%	Increased
280	BCMNY Buckingham Capital Management (New York) New York	$7.89M	+$2.6M	1	0.7%	Increased
281	Aperio Group Sausalito, California	$7.73M	+$579K	3	0.1%	Increased
282	ORIO Old Republic International (ORI) Chicago, Illinois	$7.73M	$0	1	0.63%	Maintained
283	MCM McRae Capital Management Morristown, New Jersey	$7.68M	-$138K	1	3.73%	Reduced
284	IRF IBM Retirement Fund Armonk, New York	$7.49M	-$245K	1	0.15%	Reduced
285	BPBT Boston Private Bank & Trust Boston, Massachusetts	$7.47M	+$326K	2	0.36%	Increased
286	ExxonMobil Investment Management Irving, Texas	$7.39M	-$331K	1	0.17%	Reduced
287	Robeco Schweiz Zurich, Switzerland	$7.2M	-$1.52M	2	0.58%	Reduced
288	KCM Kingdon Capital Management New York	$7.12M	+$7.11M	1	0.32%	New
289	WCP Welch Capital Partners Harrison, New York	$7.03M	+$7.87M	1	2.31%	New
290	IP Interval Partners New York	$6.96M	+$7.79M	1	1.46%	New
291	WBC Westpac Banking Corp Sydney, Australia	$6.94M	+$3.69M	2	0.07%	Increased
292	LSC Lesa Sroufe & Co Seattle, Washington	$6.92M	-$80.3K	1	4.02%	Reduced
293	DCM Dynamic Capital Management St. Helier, Jersey	$6.89M	+$7.63M	2	1.76%	New
294	HFS Haverford Financial Services Radnor, Pennsylvania	$6.89M	+$83.3K	1	3.09%	Increased
295	ACM Aviance Capital Management Sarasota, Florida	$6.85M	-$2.12M	1	0.28%	Reduced
296	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.84M	-$6.97K	2	0.1%	Reduced
297	EBIM Eagle Boston Investment Management Boston, Massachusetts	$6.79M	+$2.02M	1	0.38%	Increased
298	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$6.62M	-$181K	1	0.98%	Reduced
299	KCA KR Capital Advisors New York	$6.59M	-$260K	1	1.58%	Reduced
300	Advisors Capital Management Ridgewood, New Jersey	$6.59M	+$294K	2	0.84%	Increased