← 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	EA Evanston Advisors Schaumburg, Illinois	$6.35M	-$250K	1	2.07%	Reduced
302	Intact Investment Management Montreal, Quebec, Canada	$6.14M	$0	1	0.25%	Maintained
303	OA Oak Associates Akron, Ohio	$6.09M	$0	2	0.73%	Maintained
304	Ferguson Wellman Capital Management Portland, Oregon	$6.04M	+$562K	1	0.25%	Increased
305	PC Pier Capital Stamford, Connecticut	$5.95M	+$164K	1	1.08%	Increased
306	GIA Gargoyle Investment Advisor Englewood, New Jersey	$5.93M	$0	2	2.21%	Maintained
307	CMG Cavalry Management Group San Francisco, California	$5.91M	-$599K	1	6.4%	Reduced
308	SRC Shufro Rose & Co New York	$5.83M	-$9.28K	1	0.65%	Reduced
309	Bridgeway Capital Management Houston, Texas	$5.83M	$0	3	0.09%	Maintained
310	HR Howe & Rusling Rochester, New York	$5.79M	+$332K	3	1.27%	Increased
311	Mackenzie Financial Toronto Ontario, Ontario, Canada	$5.71M	+$3.86M	2	0.03%	Increased
312	CAM ClariVest Asset Management San Diego, California	$5.65M	-$508K	2	0.17%	Reduced
313	ACB Aristotle Capital Boston Boston, Massachusetts	$5.61M	+$189K	1	1.09%	Increased
314	DAM Delta Asset Management Memphis, Tennessee	$5.58M	+$140K	1	0.97%	Increased
315	BHTS Bar Harbor Trust Services Ellsworth, Maine	$5.57M	+$1.28M	1	2.75%	Increased
316	AA Apriem Advisors Irvine, California	$5.48M	+$45.4K	1	1.78%	Increased
317	NIP Nicholas Investment Partners Rancho Santa Fe, California	$5.47M	+$238K	1	0.38%	Increased
318	CPIM Columbia Partners Investment Management Alexandria, Virginia	$5.46M	+$843K	2	0.41%	Increased
319	Capital International Inc Los Angeles, California	$5.45M	-$1.13M	1	0.66%	Reduced
320	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.45M	+$601K	2	0.12%	Increased
321	NONA Ninety One North America New York	$5.37M	+$4.85M	1	0.79%	Increased
322	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.28M	+$91.5K	2	0.14%	Increased
323	DIA Davidson Investment Advisors Great Falls, Montana	$5.23M	-$23.7K	1	0.88%	Reduced
324	HighTower Advisors Chicago, Illinois	$5.21M	-$92.3K	1	0.07%	Reduced
325	PP Prospector Partners Guilford, Connecticut	$5.18M	-$3.7M	1	0.88%	Reduced