← 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
351	WBC Westpac Banking Corp Sydney, Australia	$3.97M	+$3.86M	2	0.06%	New
352	FMT First Mercantile Trust Cordova, Tennessee	$3.92M	+$3.76M	3	0.34%	New
353	D.A. Davidson & Co Great Falls, Montana	$3.92M	+$3.76M	2	0.19%	New
354	CS Central Securities New York	$3.87M	+$3.6M	1	1.01%	New
355	Oregon Public Employees Retirement Fund Tigard, Oregon	$3.87M	+$3.7M	1	0.17%	New
356	PCM Palouse Capital Management Spokane, Washington	$3.82M	+$3.66M	1	1.62%	New
357	Advisors Capital Management Ridgewood, New Jersey	$3.79M	+$3.57M	2	0.85%	New
358	ST Semper Trust King Of Prussia, Pennsylvania	$3.7M	+$3.55M	1	2.14%	New
359	Segall Bryant & Hamill Chicago, Illinois	$3.65M	+$3.52M	2	0.1%	New
360	QAM Quentec Asset Management New York	$3.64M	+$3.73M	1	1.43%	New
361	TWI Thomas White International Chicago, Illinois	$3.63M	+$3.48M	1	0.58%	New
362	Fiera Capital (Canada) Montreal, Quebec, Canada	$3.6M	+$3.35M	1	0.04%	New
363	CIS Connors Investor Services Wyomissing, Pennsylvania	$3.51M	+$3.36M	1	1.13%	New
364	MPM Meritage Portfolio Management Overland Park, Kansas	$3.47M	+$3.23M	1	0.5%	New
365	Aberdeen Asset Management Aberdeen, United Kingdom	$3.45M	+$3.32M	1	0.01%	New
366	LSA L & S Advisors Los Angeles, California	$3.43M	+$3.29M	1	1.68%	New
367	FM Forward Management San Francisco, California	$3.41M	+$3.27M	1	0.28%	New
368	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$3.4M	+$3.07M	1	0.46%	New
369	Two Sigma Advisers New York	$3.36M	+$3.2M	3	0.05%	New
370	Commonwealth Equity Services Waltham, Massachusetts	$3.32M	+$3.17M	3	0.06%	New
371	AL AJO LP Philadelphia, Pennsylvania	$3.31M	+$3.39M	1	0.02%	New
372	PP Patten & Patten Chattanooga, Tennessee	$3.3M	+$3.16M	1	0.54%	New
373	CC ClearArc Capital Cincinnati, Ohio	$3.29M	+$3.15M	1	0.88%	New
374	CIBC Asset Management Toronto, Ontario, Canada	$3.24M	+$3.1M	1	0.02%	New
375	Veritable Wilmington, Delaware	$3.19M	+$3.04M	2	0.08%	New