← 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	Bridges Investment Management Omaha, Nebraska	$6.29M	+$253K	1	1.42%	Increased
327	JIR James Investment Research Alpha, Ohio	$6.27M	-$105K	1	0.2%	Reduced
328	Andra AP-fonden Goteborg, Sweden	$6.27M	+$1.29M	2	0.15%	Increased
329	ProShare Advisors Bethesda, Maryland	$6.24M	+$1.65M	3	0.09%	Increased
330	AIA Alerus Investment Advisors Wayzata, Minnesota	$6.22M	-$1.62M	1	1.37%	Reduced
331	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$6.17M	-$325K	1	2.88%	Reduced
332	BCMNY Buckingham Capital Management (New York) New York	$6.12M	-$1.94M	1	0.62%	Reduced
333	EP Wealth Advisors Torrance, California	$5.94M	+$340K	1	1.54%	Increased
334	DIA Davidson Investment Advisors Great Falls, Montana	$5.92M	-$170K	1	0.9%	Reduced
335	WAM World Asset Management Detroit, Michigan	$5.88M	-$970K	2	0.16%	Reduced
336	CO Caldwell & Orkin Norcross, Georgia	$5.87M	+$2.26M	1	3.18%	Increased
337	NCM Novare Capital Management Charlotte, North Carolina	$5.86M	+$1.58M	1	1.62%	Increased
338	SAS Spectrum Advisory Services Atlanta, Georgia	$5.86M	-$17.8K	1	2.08%	Reduced
339	HBK Investments Dallas, Texas	$5.77M	+$4.51M	2	0.11%	Increased
340	Saba Capital Management New York	$5.71M	+$5.93M	1	0.33%	New
341	AF Ally Financial Detroit, Michigan	$5.71M	+$2.49M	1	0.61%	Increased
342	WMC Westwood Management Corporation Chicago, Illinois	$5.57M	+$21K	1	0.93%	Increased
343	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.55M	-$28.1K	1	1.23%	Reduced
344	DM Delphi Management Brookline, Massachusetts	$5.54M	+$5.74M	1	0.6%	New
345	Calamos Wealth Management Naperville, Illinois	$5.53M	+$906K	1	1.7%	Increased
346	PIM Progressive Investment Management Lake Oswego, Oregon	$5.51M	+$22.6K	1	1.89%	Increased
347	MAA Matrix Asset Advisors White Plains, New York	$5.48M	+$364K	1	0.66%	Increased
348	Azimuth Capital Management Bloomfield Hills, Michigan	$5.43M	+$231K	1	0.65%	Increased
349	CIS Connors Investor Services Wyomissing, Pennsylvania	$5.42M	+$376K	1	1.35%	Increased
350	CAM Cypress Asset Management Houston, Texas	$5.39M	+$90.4K	1	0.94%	Increased