← 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
326	LD Lipe & Dalton Syracuse, New York	$5.05M	+$4.84M	1	4.19%	New
327	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.93M	+$4.72M	1	0.2%	New
328	PP PDT Partners New York	$4.88M	+$4.79M	4	0.12%	New
329	LSC Lesa Sroufe & Co Seattle, Washington	$4.83M	+$4.5M	1	2.79%	New
330	Raymond James & Associates St Petersburg, Florida	$4.81M	+$4.63M	2	0.05%	New
331	SRC Shufro Rose & Co New York	$4.76M	+$4.43M	1	0.57%	New
332	Wilmington Trust Wilmington, Delaware	$4.68M	+$4.48M	1	0.09%	New
333	Robeco Schweiz Zurich, Switzerland	$4.68M	+$4.79M	1	0.42%	New
334	Mutual of America Capital Management New York	$4.67M	+$4.6M	1	0.14%	New
335	EP Wealth Advisors Torrance, California	$4.58M	+$4.39M	1	1.65%	New
336	KRC Kingdom Ridge Capital White Plains, New York	$4.58M	+$4.51M	1	2.11%	New
337	MAM Mizuho Asset Management Tokyo, Japan	$4.58M	+$4.39M	2	0.66%	New
338	CAM Cypress Asset Management Houston, Texas	$4.52M	+$4.33M	1	0.84%	New
339	Azimuth Capital Management Bloomfield Hills, Michigan	$4.48M	+$4.29M	1	0.79%	New
340	LTI Laffer Tengler Investments Nashville, Tennessee	$4.46M	+$4.27M	1	0.87%	New
341	Calamos Wealth Management Naperville, Illinois	$4.43M	+$4.24M	1	1.57%	New
342	MAA Matrix Asset Advisors White Plains, New York	$4.37M	+$4.18M	1	0.61%	New
343	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.31M	+$4.13M	1	0.04%	New
344	MSA Mason Street Advisors Milwaukee, Wisconsin	$4.27M	+$4.1M	3	0.05%	New
345	7AM 7x7 Asset Management San Francisco, California	$4.22M	+$4.15M	1	2.2%	New
346	PCA Private Capital Advisors Darien, Connecticut	$4.21M	+$4.03M	1	1.56%	New
347	CCM Cupps Capital Management Chicago, Illinois	$4.01M	+$4.12M	1	0.32%	New
348	RA Rational Advisors Huntington, New York	$4.01M	+$3.85M	2	0.34%	New
349	First Citizens Bank & Trust Raleigh, North Carolina	$3.99M	+$3.9M	2	0.16%	New
350	LSV Asset Management Chicago, Illinois	$3.98M	+$4.08M	1	0.01%	New