← 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	TCM Twin Capital Management Mcmurray, Pennsylvania	$9.37M	-$23.9K	1	0.47%	Reduced
302	Commonwealth Equity Services Waltham, Massachusetts	$9.29M	+$435K	5	0.05%	Increased
303	GH GAM Holding Zurich, Switzerland	$9.29M	-$2.68M	2	0.32%	Reduced
304	NIP Nicholas Investment Partners Rancho Santa Fe, California	$9.26M	+$1.95M	1	0.65%	Increased
305	PP PDT Partners New York	$8.92M	-$1.71M	1	0.34%	Reduced
306	FCI Financial Counselors Inc Overland Park, Kansas	$8.84M	+$1.99M	1	0.41%	Increased
307	NIM NXG Investment Management Dallas, Texas	$8.83M	+$9.13M	1	0.27%	New
308	LIC Lodestar Investment Counsel Chicago, Illinois	$8.79M	+$7.28M	1	1.01%	Increased
309	DIA Davidson Investment Advisors Great Falls, Montana	$8.71M	-$77.3K	1	0.91%	Reduced
310	Weiss Multi-Strategy Advisers New York	$8.66M	+$106K	1	0.21%	Increased
311	HI Honeywell International Charlotte, North Carolina	$8.59M	-$722K	1	0.52%	Reduced
312	Eagle Asset Management St Petersburg, Florida	$8.57M	-$2.64M	1	0.05%	Reduced
313	Fisher Asset Management Camas, Washington	$8.57M	-$1.88M	1	0.01%	Reduced
314	LMR Partners London, United Kingdom	$8.56M	+$8.15M	1	0.44%	New
315	STB S&T Bank Indiana, Pennsylvania	$8.54M	-$729K	1	1.62%	Reduced
316	MAI Capital Management Independence, Ohio	$8.52M	+$376K	2	0.46%	Increased
317	Gradient Investments Arden Hills, Minnesota	$8.49M	+$414K	2	0.45%	Increased
318	Mirae Asset Global Investments Seoul, South Korea	$8.48M	-$1.57M	2	0.12%	Reduced
319	CA Claar Advisors New York	$8.47M	+$2.23M	1	3.75%	Increased
320	UR USCA RIA Houston, Texas	$8.38M	-$346K	1	0.9%	Reduced
321	VanEck Associates New York	$8.36M	-$118K	1	0.04%	Reduced
322	Oberweis Asset Management Lisle, Illinois	$8.35M	+$84.3K	1	2.1%	Increased
323	CIBC World Markets New York	$8.34M	-$15.1M	1	0.07%	Reduced
324	MIP Marietta Investment Partners Milwaukee, Wisconsin	$8.29M	+$959K	1	2.58%	Increased
325	BNP Paribas Asset Management Paris, France	$8.25M	+$4.29M	2	0.07%	Increased