← 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	Walleye Trading New York	$6.38M	+$5.19M	1	0.06%	Increased
277	EA Evanston Advisors Schaumburg, Illinois	$6.3M	-$63.9K	1	2.2%	Reduced
278	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$6.3M	-$90.5K	2	0.13%	Reduced
279	AC AFAM Capital Austin, Texas	$6.29M	-$116K	1	0.97%	Reduced
280	Davis Selected Advisers Tucson, Arizona	$6.25M	+$6.51M	1	0.03%	New
281	Castleark Management Chicago, Illinois	$6.25M	+$6.09M	1	0.19%	New
282	Carson Wealth (CWM LLC) Omaha, Nebraska	$6.24M	-$34.1K	1	0.61%	Reduced
283	HFS Haverford Financial Services Radnor, Pennsylvania	$6.2M	-$368K	1	2.65%	Reduced
284	Advisors Capital Management Ridgewood, New Jersey	$6.12M	+$142K	1	0.62%	Increased
285	EBIM Eagle Boston Investment Management Boston, Massachusetts	$6.1M	-$345K	1	0.86%	Reduced
286	State of Tennessee, Department of Treasury Nashville, Tennessee	$6.08M	-$7.24M	3	0.04%	Reduced
287	Parallax Volatility Advisers San Francisco, California	$6.07M	+$5.84M	2	0.01%	Increased
288	Envestnet Asset Management Chicago, Illinois	$5.97M	+$165K	4	0.03%	Increased
289	IRF IBM Retirement Fund Armonk, New York	$5.91M	-$9.04K	1	0.11%	Reduced
290	SCCM Schafer Cullen Capital Management New York	$5.89M	-$1.16M	1	0.07%	Reduced
291	KBC Group Brussels, Belgium	$5.76M	-$3.37M	4	0.11%	Reduced
292	PCM Palouse Capital Management Spokane, Washington	$5.75M	-$585K	1	2.24%	Reduced
293	Andra AP-fonden Goteborg, Sweden	$5.73M	+$73.3K	2	0.16%	Increased
294	TI Turner Investments Berwyn, Pennsylvania	$5.71M	-$308K	1	1.18%	Reduced
295	LM Luminus Management Houston, Texas	$5.63M	+$5.86M	1	0.21%	New
296	SRC Shufro Rose & Co New York	$5.6M	-$82.7K	1	0.64%	Reduced
297	LPL Financial San Diego, California	$5.56M	+$2.09M	2	0.02%	Increased
298	Natixis Advisors Boston, Massachusetts	$5.52M	+$358K	2	0.09%	Increased
299	OA Oak Associates Akron, Ohio	$5.49M	+$2.21M	2	0.65%	Increased
300	CIS Connors Investor Services Wyomissing, Pennsylvania	$5.46M	+$839K	1	1.11%	Increased