← 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	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$6.29M	-$333K	1	0.77%	Reduced
327	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$6.24M	+$4.93M	1	1.83%	Increased
328	First National Bank of Omaha Omaha, Nebraska	$6.01M	-$355K	1	0.46%	Reduced
329	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$6M	+$1.07M	2	0.07%	Increased
330	TW Transform Wealth Greenwood Village, Colorado	$5.95M	-$1.59M	1	1.22%	Reduced
331	Advisor Group Phoenix, Arizona	$5.92M	+$245K	6	0.06%	Increased
332	GIA Granite Investment Advisors Concord, New Hampshire	$5.84M	-$1.02M	1	1.23%	Reduced
333	Oppenheimer Asset Management New York	$5.84M	+$936K	5	0.14%	Increased
334	Carnegie Investment Counsel Pepper Pike, Ohio	$5.78M	-$1.6M	1	0.54%	Reduced
335	ECG Edge Capital Group Atlanta, Georgia	$5.72M	+$6.23M	1	0.62%	New
336	Chartwell Investment Partners Berywn, Pennsylvania	$5.66M	+$142K	1	0.2%	Increased
337	CF CNA Financial Chicago, Illinois	$5.61M	+$2.74M	3	1.21%	Increased
338	Fisher Asset Management Camas, Washington	$5.61M	+$126K	1	0.01%	Increased
339	Ladenburg Thalmann Financial Services Miami, Florida	$5.59M	+$721K	6	0.05%	Increased
340	Bridgewater Associates Westport, Connecticut	$5.55M	+$6.05M	1	0.05%	New
341	Norinchukin Bank Tokyo, Japan	$5.53M	+$1.77M	1	0.08%	Increased
342	RCM Riverhead Capital Management Wilmington, Delaware	$5.53M	+$4.4M	3	0.25%	Increased
343	Balyasny Asset Management Chicago, Illinois	$5.51M	+$2.1M	3	0.04%	Increased
344	Oberweis Asset Management Lisle, Illinois	$5.47M	-$2.18M	2	1.22%	Reduced
345	PCM Palouse Capital Management Spokane, Washington	$5.46M	+$5.94M	1	2.16%	New
346	Advisors Asset Management Monument, Colorado	$5.45M	-$529K	4	0.11%	Reduced
347	ExodusPoint Capital Management New York	$5.36M	+$6.49M	2	0.38%	New
348	Stephens Inc Little Rock, Arkansas	$5.34M	-$1.15M	2	0.15%	Reduced
349	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.24M	-$79.2K	2	0.09%	Reduced
350	Squarepoint New York	$5.24M	-$2.22M	3	0.06%	Reduced