← 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	Comerica Bank Dallas, Texas	$12.7M	-$2.6M	4	0.1%	Reduced
277	Meyer Handelman Company Rye Brook, New York	$12.7M	-$327K	1	0.62%	Reduced
278	SCA Summit Creek Advisors Minneapolis, Minnesota	$12.6M	-$33.5K	1	2.02%	Reduced
279	State of Alaska Department of Revenue Juneau, Alaska	$12.6M	-$48.9K	3	0.21%	Reduced
280	NIP Nicholas Investment Partners Rancho Santa Fe, California	$12.6M	+$4.29M	1	1.01%	Increased
281	HighTower Advisors Chicago, Illinois	$12.5M	+$24K	2	0.09%	Increased
282	FBP Flippin Bruce & Porter Lynchburg, Virginia	$12.3M	+$346K	1	2.28%	Increased
283	Howard Capital Management Roswell, Georgia	$12.3M	-$4.17K	1	1.19%	Reduced
284	MC Martin Currie Edinburgh, United Kingdom	$12.1M	$0	1	0.84%	Maintained
285	CIBC World Markets New York	$11.8M	+$1.98M	1	0.1%	Increased
286	Xact Kapitalforvaltning Stockholm, Sweden	$11.7M	-$39.9K	4	0.25%	Reduced
287	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$11.6M	+$9.26M	1	0.08%	Increased
288	BNP Paribas Asset Management Paris, France	$11.5M	+$1.88M	2	0.09%	Increased
289	CHAM Clear Harbor Asset Management Stamford, Connecticut	$11.3M	-$24.2K	2	2.27%	Reduced
290	GAI General American Investors New York	$11.2M	-$1.64M	1	0.96%	Reduced
291	JIR James Investment Research Alpha, Ohio	$11.1M	-$1.11M	2	0.46%	Reduced
292	Kornitzer Capital Management Shawnee Mission, Kansas	$11.1M	$0	1	0.18%	Maintained
293	NIM NXG Investment Management Dallas, Texas	$10.9M	+$641K	1	0.32%	Increased
294	LIC Lodestar Investment Counsel Chicago, Illinois	$10.6M	+$429K	1	1.15%	Increased
295	Clark Capital Management Group Philadelphia, Pennsylvania	$10.6M	+$9.18M	1	0.27%	Increased
296	Mirae Asset Global Investments Seoul, South Korea	$10.6M	+$1.15M	2	0.08%	Increased
297	PIA Piedmont Investment Advisors Durham, North Carolina	$10.6M	-$2.54M	3	0.45%	Reduced
298	RC Randolph Company Cincinnati, Ohio	$10.6M	+$9.96M	1	1.76%	New
299	FCI Financial Counselors Inc Overland Park, Kansas	$10.5M	+$192K	1	0.46%	Increased
300	Commonwealth Equity Services Waltham, Massachusetts	$10.5M	+$57.7K	5	0.05%	Increased