← 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	Numeric Investors Boston, Massachusetts	$8.37M	-$611K	2	0.1%	Reduced
277	SCM Simcoe Capital Management New York	$8.37M	+$27.1K	1	5.59%	Increased
278	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$8.35M	-$89.8K	1	1.12%	Reduced
279	Edmond de Rothschild Holding Chambesy, Switzerland	$8.24M	+$8.62M	3	0.18%	New
280	ORIO Old Republic International (ORI) Chicago, Illinois	$8.23M	$0	1	0.47%	Maintained
281	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$8.2M	-$327K	2	0.17%	Reduced
282	Natixis Advisors Boston, Massachusetts	$8.09M	+$650K	2	0.14%	Increased
283	Fifth Third Bancorp Cincinnati, Ohio	$7.81M	+$1.92M	4	0.07%	Increased
284	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$7.8M	-$3.29M	1	0.14%	Reduced
285	BCMNY Buckingham Capital Management (New York) New York	$7.73M	-$20.4K	1	0.64%	Reduced
286	IRF IBM Retirement Fund Armonk, New York	$7.7M	-$419K	1	0.15%	Reduced
287	SIC Schwartz Investment Counsel Plymouth, Michigan	$7.69M	+$6.44M	1	0.52%	Increased
288	SFM Systematic Financial Management Teaneck, New Jersey	$7.57M	+$2.38M	1	0.06%	Increased
289	DSI Daiwa SB Investments Tokyo, Japan	$7.44M	$0	1	1.45%	Maintained
290	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.41M	+$933K	1	0.71%	Increased
291	HFS Haverford Financial Services Radnor, Pennsylvania	$7.38M	-$309K	1	3.12%	Reduced
292	Artemis Investment Management Edinburgh, United Kingdom	$7.36M	-$343K	1	0.24%	Reduced
293	PCM Palouse Capital Management Spokane, Washington	$7.29M	+$918K	1	2.56%	Increased
294	RCM Riverhead Capital Management Wilmington, Delaware	$7.15M	+$2.86M	1	0.11%	Increased
295	Foresters Investment Management New York	$7.14M	+$588K	2	0.13%	Increased
296	ExxonMobil Investment Management Irving, Texas	$7M	-$737K	1	0.17%	Reduced
297	VCM Vigilant Capital Management Portland, Maine	$6.87M	+$13.4K	1	1.24%	Increased
298	SW SVB Wealth Boston, Massachusetts	$6.86M	-$2.12M	1	0.23%	Reduced
299	PIA Piedmont Investment Advisors Durham, North Carolina	$6.84M	+$7.16M	1	0.14%	New
300	Bridges Investment Management Omaha, Nebraska	$6.79M	+$139K	1	1.18%	Increased