← 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	$6.44M	-$68.6K	3	0.02%	Reduced
302	Intact Investment Management Montreal, Quebec, Canada	$6.43M	+$525K	1	0.26%	Increased
303	CAM Cortina Asset Management Milwaukee, Wisconsin	$6.43M	-$2.26M	1	0.29%	Reduced
304	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$6.31M	+$5.57M	1	2.32%	New
305	OCG Opus Capital Group Cincinnati, Ohio	$6.27M	-$16.3K	1	1.38%	Reduced
306	WI WHV Investments San Francisco, California	$6.21M	-$96.5M	1	3.33%	Reduced
307	OA Oak Associates Akron, Ohio	$6.17M	+$167K	2	0.76%	Increased
308	GIA Gargoyle Investment Advisor Englewood, New Jersey	$6.12M	+$521K	2	2.06%	Increased
309	Cubist Systematic Strategies Stamford, Connecticut	$6.09M	-$3.34M	3	0.35%	Reduced
310	CMG Cavalry Management Group San Francisco, California	$6.08M	+$1.24M	1	9.06%	Increased
311	Vident Investment Advisory Alpharetta, Georgia	$5.97M	+$2.85M	1	0.37%	Increased
312	SRC Shufro Rose & Co New York	$5.97M	-$42.4K	1	0.67%	Reduced
313	Ferguson Wellman Capital Management Portland, Oregon	$5.75M	+$576K	1	0.24%	Increased
314	TI Turner Investments Berwyn, Pennsylvania	$5.72M	-$42.2K	2	1.55%	Reduced
315	HR Howe & Rusling Rochester, New York	$5.72M	+$1.31M	3	1.29%	Increased
316	Bridgeway Capital Management Houston, Texas	$5.71M	+$337K	3	0.1%	Increased
317	CAM ClariVest Asset Management San Diego, California	$5.7M	+$1.68M	2	0.17%	Increased
318	AA Apriem Advisors Irvine, California	$5.7M	-$331	1	2.24%	Reduced
319	DAM Delta Asset Management Memphis, Tennessee	$5.7M	+$34.8K	1	1.01%	Increased
320	LCP Lombardia Capital Partners Pasadena, California	$5.67M	-$4.48M	1	0.29%	Reduced
321	KG Killen Group Berwyn, Pennsylvania	$5.64M	-$5.24M	1	0.65%	Reduced
322	HighTower Advisors Chicago, Illinois	$5.54M	+$630K	2	0.02%	Increased
323	DIA Davidson Investment Advisors Great Falls, Montana	$5.5M	-$598K	1	0.93%	Reduced
324	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.41M	-$48.4K	2	0.15%	Reduced
325	PC Pier Capital Stamford, Connecticut	$5.38M	-$2.6M	1	1.04%	Reduced