← 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	WMC Westwood Management Corporation Chicago, Illinois	$5.02M	-$1.87M	1	0.96%	Reduced
352	PIM Progressive Investment Management Lake Oswego, Oregon	$4.96M	-$2.01M	1	1.84%	Reduced
353	SCM Sigma Capital Management Stamford, Connecticut	$4.92M	+$2.1M	1	0.21%	Increased
354	Oppenheimer & Co New York	$4.92M	-$2.41M	2	0.17%	Reduced
355	Wilmington Trust Wilmington, Delaware	$4.88M	-$13.2K	1	0.09%	Reduced
356	CAM Cypress Asset Management Houston, Texas	$4.79M	+$64.1K	1	0.89%	Increased
357	ST Semper Trust King Of Prussia, Pennsylvania	$4.79M	+$896K	1	2.17%	Increased
358	Azimuth Capital Management Bloomfield Hills, Michigan	$4.69M	-$3.02K	1	0.64%	Reduced
359	MAA Matrix Asset Advisors White Plains, New York	$4.6M	+$30.3K	1	0.62%	Increased
360	CS Central Securities New York	$4.54M	$0	1	1.09%	Maintained
361	CIS Connors Investor Services Wyomissing, Pennsylvania	$4.54M	+$848K	1	1.28%	Increased
362	CII CR Intrinsic Investors Stamford, Connecticut	$4.47M	+$2.82M	1	0.14%	Increased
363	WC Wexford Capital West Palm Beach, Florida	$4.47M	+$1.55M	1	0.37%	Increased
364	Advisors Capital Management Ridgewood, New Jersey	$4.44M	+$208K	2	0.91%	Increased
365	Luther King Capital Management (LKCM) Fort Worth, Texas	$4.41M	-$97.8K	1	0.04%	Reduced
366	PCA Private Capital Advisors Darien, Connecticut	$4.37M	-$30.2K	1	1.59%	Reduced
367	LSV Asset Management Chicago, Illinois	$4.36M	+$382K	2	0.01%	Increased
368	Jane Street New York	$4.28M	+$3.67M	3	0.05%	Increased
369	Fiera Capital (Canada) Montreal, Quebec, Canada	$4.27M	+$42.8K	1	0.04%	Increased
370	VAM Visium Asset Management New York	$4.25M	-$7.22M	2	0.1%	Reduced
371	MPM Meritage Portfolio Management Overland Park, Kansas	$4.23M	+$146K	1	0.55%	Increased
372	LSA L & S Advisors Los Angeles, California	$4.19M	+$589K	1	1.7%	Increased
373	FM Family Management New York	$4.18M	+$4.08M	1	2.71%	New
374	Thompson Siegel & Walmsley Richmond, Virginia	$4.17M	-$4.33M	2	0.09%	Reduced
375	D.A. Davidson & Co Great Falls, Montana	$4.16M	+$36.6K	2	0.19%	Increased