← 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	DA Denali Advisors San Diego, California	$9.88M	-$2.31M	1	1.4%	Reduced
302	JIR James Investment Research Alpha, Ohio	$9.87M	+$166K	1	0.69%	Increased
303	DAM Delta Asset Management Memphis, Tennessee	$9.81M	-$56.1K	2	1.22%	Reduced
304	Advisor Group Phoenix, Arizona	$9.72M	+$166K	6	0.07%	Increased
305	SCA Summit Creek Advisors Minneapolis, Minnesota	$9.72M	-$3.94M	1	1.52%	Reduced
306	Oppenheimer Asset Management New York	$9.72M	-$134K	5	0.21%	Reduced
307	CA Cullinan Associates Louisville, Kentucky	$9.68M	+$352K	1	0.65%	Increased
308	VHAM Van Hulzen Asset Management El Dorado Hills, California	$9.49M	-$688K	1	1.84%	Reduced
309	Steward Partners Investment Advisory New York	$9.48M	-$655K	5	0.28%	Reduced
310	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$9.26M	-$2.17M	1	1.21%	Reduced
311	MLICM Metropolitan Life Insurance Company (MetLife) New York	$9.26M	-$102K	4	0.15%	Reduced
312	Mitsubishi UFJ Asset Management Tokyo, Japan	$9.14M	-$130K	2	0.12%	Reduced
313	WI WBI Investments Red Bank, New Jersey	$9.12M	+$8.55M	1	0.97%	New
314	Utah Retirement Systems Salt Lake City, Utah	$8.9M	-$117K	2	0.16%	Reduced
315	TIAA FSB Jacksonville, Florida	$8.89M	+$8.34M	1	0.04%	New
316	First National Bank of Omaha Omaha, Nebraska	$8.88M	+$24.8K	1	0.54%	Increased
317	Fifth Third Bancorp Cincinnati, Ohio	$8.86M	-$276K	4	0.05%	Reduced
318	LBC Lowe Brockenbrough & Co Richmond, Virginia	$8.81M	-$42.8K	2	1.09%	Reduced
319	STB S&T Bank Indiana, Pennsylvania	$8.71M	+$177K	1	1.78%	Increased
320	PP Prospector Partners Guilford, Connecticut	$8.52M	-$240K	1	1.2%	Reduced
321	UR USCA RIA Houston, Texas	$8.49M	-$47.8K	3	0.76%	Reduced
322	Conning Inc Hartford, Connecticut	$8.47M	-$514K	1	0.28%	Reduced
323	Stephens Inc Little Rock, Arkansas	$8.44M	+$471K	2	0.18%	Increased
324	CC Crosslink Capital Menlo Park, California	$8.39M	+$79.9K	1	1.91%	Increased
325	ECG Edge Capital Group Atlanta, Georgia	$8.36M	+$447K	1	0.81%	Increased