← 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	Ladenburg Thalmann Financial Services Miami, Florida	$7.85M	+$658K	6	0.05%	Increased
327	First National Bank of Omaha Omaha, Nebraska	$7.78M	+$6.72K	1	0.5%	Increased
328	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.76M	-$107K	2	1.04%	Reduced
329	USAA United Services Automobile Association San Antonio, Texas	$7.76M	-$90.4M	1	0.1%	Reduced
330	PP Prospector Partners Guilford, Connecticut	$7.7M	-$235K	1	1.13%	Reduced
331	BCP Blue Chip Partners Farmington Hills, Michigan	$7.57M	+$337K	1	1.6%	Increased
332	UR USCA RIA Houston, Texas	$7.48M	+$425K	2	0.74%	Increased
333	Bridges Investment Management Omaha, Nebraska	$7.41M	-$313K	1	0.28%	Reduced
334	Cambridge Investment Research Advisors Fairfield, Iowa	$7.27M	+$352K	1	0.06%	Increased
335	CC Crosslink Capital Menlo Park, California	$7.26M	-$4.87M	1	1.88%	Reduced
336	Sterling Capital Management Charlotte, North Carolina	$7.18M	+$147K	2	0.07%	Increased
337	TCM Twin Capital Management Mcmurray, Pennsylvania	$7.16M	-$292K	1	0.52%	Reduced
338	STB S&T Bank Indiana, Pennsylvania	$7.14M	+$85.5K	1	1.54%	Increased
339	Nippon Life Global Investors Americas New York	$7.12M	-$886K	1	0.52%	Reduced
340	Stephens Inc Little Rock, Arkansas	$6.96M	+$225K	1	0.15%	Increased
341	ECG Edge Capital Group Atlanta, Georgia	$6.92M	-$52.3K	1	0.7%	Reduced
342	Carnegie Investment Counsel Pepper Pike, Ohio	$6.92M	+$46.6K	1	0.44%	Increased
343	Curi RMB Capital Chicago, Illinois	$6.81M	+$944K	1	0.18%	Increased
344	Jane Street New York	$6.78M	+$3.7M	3	0.01%	Increased
345	Calamos Advisors Naperville, Illinois	$6.7M	+$566K	1	0.04%	Increased
346	Bragg Financial Advisors Charlotte, North Carolina	$6.68M	+$218K	1	0.81%	Increased
347	GIA Granite Investment Advisors Concord, New Hampshire	$6.68M	-$436K	1	1.31%	Reduced
348	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$6.52M	+$222K	2	0.24%	Increased
349	Carillon Tower Advisers St. Petersburg, Florida	$6.27M	+$6.03M	1	0.04%	New
350	VI Versor Investments New York	$6.21M	-$1.13M	1	0.42%	Reduced