← 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	HC Hawkins Capital Houston, Texas	$6.75M	+$7.06M	1	2.37%	New
302	NCM Novare Capital Management Charlotte, North Carolina	$6.74M	-$214K	1	1.66%	Reduced
303	HighTower Advisors Chicago, Illinois	$6.73M	+$644K	2	0.11%	Increased
304	Brown Advisory Baltimore, Maryland	$6.72M	+$233K	3	0.02%	Increased
305	Regions Financial Corp Birmingham, Alabama	$6.58M	-$2.57M	1	0.09%	Reduced
306	Johnson Investment Counsel Cincinnati, Ohio	$6.48M	-$2.18M	1	0.22%	Reduced
307	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.44M	-$24.7K	2	1.04%	Reduced
308	PC Pier Capital Stamford, Connecticut	$6.4M	+$6.68M	1	0.92%	New
309	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$6.29M	+$6.58M	1	0.93%	New
310	ERM Elm Ridge Management Briarcliff Manor, New York	$6.19M	+$6.11M	1	0.77%	New
311	Fred Alger Management New York	$6.1M	+$1.04M	1	0.03%	Increased
312	Thrivent Financial for Lutherans Minneapolis, Minnesota	$6.06M	+$114K	3	0.03%	Increased
313	EBIM Eagle Boston Investment Management Boston, Massachusetts	$6.04M	-$2.58M	1	0.76%	Reduced
314	LSC Lesa Sroufe & Co Seattle, Washington	$5.95M	-$840K	1	4.08%	Reduced
315	AA Apriem Advisors Irvine, California	$5.95M	-$22.9K	1	2.04%	Reduced
316	CIS Connors Investor Services Wyomissing, Pennsylvania	$5.94M	+$286K	1	1.23%	Increased
317	Nomura Holdings Tokyo, Japan	$5.87M	+$5.71M	3	0.02%	Increased
318	IMOV Investment Management of Virginia Richmond, Virginia	$5.86M	-$1.92M	1	1.35%	Reduced
319	CCM Cadence Capital Management Boston, Massachusetts	$5.82M	+$574K	1	0.32%	Increased
320	SRC Shufro Rose & Co New York	$5.8M	-$1.22K	1	0.62%	Reduced
321	EA Evanston Advisors Schaumburg, Illinois	$5.72M	+$6.17M	1	1.87%	New
322	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$5.7M	+$23.5K	1	2.23%	Increased
323	CF CNA Financial Chicago, Illinois	$5.68M	+$361K	2	1.3%	Increased
324	IHL Investment House LLC Redondo Beach, California	$5.66M	+$619K	2	0.91%	Increased
325	Advisors Capital Management Ridgewood, New Jersey	$5.62M	-$3.68M	1	0.61%	Reduced