← 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	DIA Davidson Investment Advisors Great Falls, Montana	$9.56M	-$177K	1	0.99%	Reduced
302	Quantbot Technologies New York	$9.55M	+$4.26M	3	0.89%	Increased
303	Ancora Advisors Cleveland, Ohio	$9.48M	+$1.17M	1	0.51%	Increased
304	SIC Schwartz Investment Counsel Plymouth, Michigan	$9.46M	+$5.21M	1	0.56%	Increased
305	TCM Twin Capital Management Mcmurray, Pennsylvania	$9.38M	+$198K	1	0.46%	Increased
306	Oppenheimer Asset Management New York	$9.23M	$0	4	0.24%	Maintained
307	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$9.22M	-$808K	2	0.05%	Reduced
308	Conning Inc Hartford, Connecticut	$8.96M	+$1.02M	1	0.3%	Increased
309	AC AFAM Capital Austin, Texas	$8.91M	-$233	1	0.98%	Reduced
310	CCI Columbus Circle Investors	$8.88M	-$168K	1	0.17%	Reduced
311	Commonwealth Equity Services Waltham, Massachusetts	$8.8M	+$813K	5	0.05%	Increased
312	Sterling Capital Management Charlotte, North Carolina	$8.78M	+$7.14M	2	0.08%	Increased
313	LG Leuthold Group Minneapolis, Minnesota	$8.6M	-$329K	1	0.86%	Reduced
314	VanEck Associates New York	$8.59M	-$373K	1	0.04%	Reduced
315	UR USCA RIA Houston, Texas	$8.41M	+$298K	1	0.93%	Increased
316	EA Evanston Advisors Schaumburg, Illinois	$8.37M	-$45.4K	1	2%	Reduced
317	EP Elkfork Partners Portland, Oregon	$8.31M	+$1.66M	3	0.23%	Increased
318	Holocene Advisors New York	$8.31M	+$8.25M	2	0.21%	New
319	Advisors Capital Management Ridgewood, New Jersey	$8.05M	+$298K	1	0.64%	Increased
320	Bridges Investment Management Omaha, Nebraska	$8.03M	-$163K	1	0.65%	Reduced
321	OA Oak Associates Akron, Ohio	$8.03M	-$723K	2	0.57%	Reduced
322	DAM Delta Asset Management Memphis, Tennessee	$8.03M	+$36.9K	2	1.13%	Increased
323	Nuveen Charlotte, North Carolina	$8M	+$5.38M	2	0.05%	Increased
324	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.93M	-$647K	1	0.15%	Reduced
325	Gradient Investments Arden Hills, Minnesota	$7.91M	+$476K	2	0.46%	Increased