← 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	ACM Aviance Capital Management Sarasota, Florida	$5.44M	+$4.79M	1	0.28%	Increased
352	ST Stifel Trust St. Louis, Missouri	$5.44M	+$410K	1	1.03%	Increased
353	AC Ascend Capital Orinda, California	$5.39M	-$9.45M	1	0.14%	Reduced
354	SAC Capital Advisors Stamford, Connecticut	$5.35M	-$25M	3	0.03%	Reduced
355	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.33M	+$13.9K	2	0.14%	Increased
356	LG Leuthold Group Minneapolis, Minnesota	$5.32M	-$57.3K	1	0.47%	Reduced
357	Highbridge Capital Management New York	$5.3M	-$16.3M	2	0.07%	Reduced
358	CIP Centerline Investment Partners New York	$5.26M	+$5.16M	1	4.64%	New
359	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$5.2M	+$810K	2	0.15%	Increased
360	WAM World Asset Management Detroit, Michigan	$5.15M	-$695K	2	0.16%	Reduced
361	CAM Cypress Asset Management Houston, Texas	$5.15M	-$173K	1	0.93%	Reduced
362	LSV Asset Management Chicago, Illinois	$5.11M	+$4.74M	1	0.01%	New
363	ST Semper Trust King Of Prussia, Pennsylvania	$5.06M	+$27.6K	1	2.06%	Increased
364	Wilmington Trust Wilmington, Delaware	$5.04M	-$220K	1	0.09%	Reduced
365	FM Family Management New York	$5.03M	-$79.4K	1	2.62%	Reduced
366	UPA Union Point Advisors San Mateo, California	$4.99M	+$883K	1	2.28%	Increased
367	MWVC Morgens Waterfall Vintiadis & Co New York	$4.96M	+$4.02M	1	3%	New
368	CA Cullinan Associates Louisville, Kentucky	$4.91M	+$189K	1	0.56%	Increased
369	SRC Shufro Rose & Co New York	$4.88M	-$24.7K	1	0.51%	Reduced
370	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$4.83M	-$5.8M	2	0.43%	Reduced
371	D.A. Davidson & Co Great Falls, Montana	$4.8M	-$229K	2	0.17%	Reduced
372	Zurich Cantonal Bank Zurich, Switzerland	$4.78M	+$890K	3	0.15%	Increased
373	PCA Private Capital Advisors Darien, Connecticut	$4.76M	-$19.2K	1	1.81%	Reduced
374	FSA Financial Sense Advisors San Diego, California	$4.68M	+$499K	1	2.02%	Increased
375	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.66M	+$4.57M	1	0.2%	New