← 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
301	LPL Financial San Diego, California	$7.21M	-$226K	4	0.04%	Reduced
302	Artemis Investment Management Edinburgh, United Kingdom	$7.19M	+$6.32M	1	0.29%	Increased
303	NCM Novare Capital Management Charlotte, North Carolina	$6.99M	+$146K	1	1.73%	Increased
304	VCM Vigilant Capital Management Portland, Maine	$6.91M	+$460K	1	1.3%	Increased
305	STI Susquehanna Trust & Investment Lititz, Pennsylvania	$6.75M	-$20.4K	1	1.43%	Reduced
306	ARTA A.R.T. Advisors New York	$6.75M	+$6.55M	1	0.23%	Increased
307	Bridges Investment Management Omaha, Nebraska	$6.71M	+$27.5K	1	1.17%	Increased
308	SCM Stevens Capital Management Radnor, Pennsylvania	$6.61M	+$2.71M	1	0.24%	Increased
309	Brown Advisory Baltimore, Maryland	$6.58M	-$557K	3	0.02%	Reduced
310	Carson Wealth (CWM LLC) Omaha, Nebraska	$6.57M	-$560K	1	0.66%	Reduced
311	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.53M	+$61.3K	2	1.03%	Increased
312	Capital Advisors Inc Tulsa, Oklahoma	$6.51M	+$162K	1	0.8%	Increased
313	SRC Shufro Rose & Co New York	$6.5M	-$17.5K	1	0.67%	Reduced
314	PCM Palouse Capital Management Spokane, Washington	$6.45M	+$329K	1	2.27%	Increased
315	PP Prospector Partners Guilford, Connecticut	$6.34M	+$292K	1	0.48%	Increased
316	Foresters Investment Management New York	$6.34M	-$1.52M	2	0.12%	Reduced
317	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.26M	-$1.71M	2	0.19%	Reduced
318	Moore Capital Management New York	$6.22M	+$3.91M	2	0.14%	Increased
319	Tudor Investment Corp Stamford, Connecticut	$6.17M	+$660K	2	0.2%	Increased
320	HighTower Advisors Chicago, Illinois	$6.17M	-$3.81M	2	0.09%	Reduced
321	Thrivent Financial for Lutherans Minneapolis, Minnesota	$6.12M	+$40.7K	3	0.03%	Increased
322	Fifth Third Bancorp Cincinnati, Ohio	$6.01M	-$3.71M	4	0.05%	Reduced
323	AA Apriem Advisors Irvine, California	$6.01M	-$190K	1	2.08%	Reduced
324	GIPM G2 Investment Partners Management New York	$5.99M	-$2.3M	1	2.31%	Reduced
325	TCM Tygh Capital Management Portland, Oregon	$5.8M	-$142K	1	1.07%	Reduced