← 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	EBIM Eagle Boston Investment Management Boston, Massachusetts	$10.4M	+$1.86M	1	0.94%	Increased
302	JP Morgan Private Wealth Advisors San Francisco, California	$10.4M	-$1.88M	2	0.05%	Reduced
303	TCM Twin Capital Management Mcmurray, Pennsylvania	$10.3M	-$499K	1	0.48%	Reduced
304	Gradient Investments Arden Hills, Minnesota	$10.3M	+$455K	1	0.53%	Increased
305	CCP Clough Capital Partners Boston, Massachusetts	$10.3M	-$1M	1	0.97%	Reduced
306	Freestone Capital Holdings Seattle, Washington	$10.1M	+$63.7K	1	0.06%	Increased
307	DIA Davidson Investment Advisors Great Falls, Montana	$9.9M	-$197K	1	0.98%	Reduced
308	IA Icon Advisers Greenwood Village, Colorado	$9.88M	-$1.95M	1	0.84%	Reduced
309	Tocqueville Asset Management New York	$9.87M	-$11.1K	2	0.12%	Reduced
310	OCM Osterweis Capital Management San Francisco, California	$9.81M	+$2.76M	1	0.63%	Increased
311	Synovus Financial Columbus, Georgia	$9.8M	+$375K	2	0.15%	Increased
312	UR USCA RIA Houston, Texas	$9.79M	+$65.8K	1	1%	Increased
313	MAI Capital Management Independence, Ohio	$9.76M	+$120K	2	0.5%	Increased
314	NCGI Next Century Growth Investors Plymouth, Minnesota	$9.75M	+$2.36M	1	1.13%	Increased
315	AC AFAM Capital Austin, Texas	$9.58M	+$62.7K	1	1.33%	Increased
316	GH GAM Holding Zurich, Switzerland	$9.47M	+$450K	2	0.34%	Increased
317	TW Transform Wealth Greenwood Village, Colorado	$9.36M	+$1.74M	1	1.62%	Increased
318	DAM Delta Asset Management Memphis, Tennessee	$9.27M	+$278K	1	1.23%	Increased
319	AIM Assured Investment Management New York	$9.01M	+$7.07M	3	0.16%	Increased
320	VanEck Associates New York	$8.74M	-$906K	1	0.04%	Reduced
321	Wolverine Asset Management Chicago, Illinois	$8.69M	+$6.56M	1	0.1%	Increased
322	Oberweis Asset Management Lisle, Illinois	$8.68M	+$545K	2	1.68%	Increased
323	Manning & Napier Group Fairport, New York	$8.67M	+$561K	1	0.09%	Increased
324	STB S&T Bank Indiana, Pennsylvania	$8.65M	+$743K	1	1.61%	Increased
325	HI Honeywell International Charlotte, North Carolina	$8.63M	+$682K	1	0.49%	Increased