← 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	Utah Retirement Systems Salt Lake City, Utah	$6.38M	+$44.2K	1	0.18%	Increased
327	BCMNY Buckingham Capital Management (New York) New York	$6.35M	+$303K	1	0.59%	Increased
328	EP Wealth Advisors Torrance, California	$6.28M	+$416K	1	1.72%	Increased
329	Placemark Investments Chicago, Illinois	$6.28M	-$9.24M	2	0.12%	Reduced
330	LSC Lesa Sroufe & Co Seattle, Washington	$6.23M	+$441K	1	3.38%	Increased
331	AA Apriem Advisors Irvine, California	$6.14M	-$166K	1	2.32%	Reduced
332	LCG Lisanti Capital Growth New York	$6.02M	+$4.51M	2	2.6%	Increased
333	Advisors Capital Management Ridgewood, New Jersey	$5.94M	+$171K	2	0.91%	Increased
334	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$5.86M	-$224K	1	2.74%	Reduced
335	PP Palladium Partners Norfolk, Virginia	$5.8M	-$1.42M	1	0.53%	Reduced
336	SAS Spectrum Advisory Services Atlanta, Georgia	$5.75M	-$27.6K	1	2.06%	Reduced
337	LPL Financial San Diego, California	$5.74M	-$861K	3	0.04%	Reduced
338	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$5.72M	-$1.27M	1	0.05%	Reduced
339	DIA Davidson Investment Advisors Great Falls, Montana	$5.72M	-$123K	1	0.87%	Reduced
340	LM Luminus Management Houston, Texas	$5.72M	+$457K	1	0.35%	Increased
341	Calamos Wealth Management Naperville, Illinois	$5.69M	+$227K	1	1.68%	Increased
342	BPB Badgley, Phelps & Bell Seattle, Washington	$5.66M	+$449K	1	0.58%	Increased
343	AF Ally Financial Detroit, Michigan	$5.63M	$0	1	0.6%	Maintained
344	DekaBank Deutsche Girozentrale Frankfurt, Germany	$5.62M	+$2.29M	2	0.09%	Increased
345	Azimuth Capital Management Bloomfield Hills, Michigan	$5.51M	+$148K	1	0.66%	Increased
346	WMC Westwood Management Corporation Chicago, Illinois	$5.49M	-$7.37K	1	0.94%	Reduced
347	Virtu KCG Holdings New York	$5.49M	+$2.43M	3	0.07%	Increased
348	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.49M	+$8.11K	1	1.23%	Increased
349	CIS Connors Investor Services Wyomissing, Pennsylvania	$5.47M	+$113K	1	1.32%	Increased
350	MTB Mizuho Trust & Banking Tokyo, Japan	$5.44M	$0	1	0.02%	Maintained