← 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	SRC Shufro Rose & Co New York	$5.77M	-$66.2K	1	0.59%	Reduced
352	WMC Westwood Management Corporation Chicago, Illinois	$5.64M	$0	1	0.94%	Maintained
353	ST Stifel Trust St. Louis, Missouri	$5.63M	+$42K	1	1.05%	Increased
354	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.6M	-$36.7K	1	1.14%	Reduced
355	CIS Connors Investor Services Wyomissing, Pennsylvania	$5.57M	-$43.4K	1	1.33%	Reduced
356	CCM Cadence Capital Management Boston, Massachusetts	$5.55M	-$3.06M	1	0.27%	Reduced
357	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.54M	+$24.7K	2	0.14%	Increased
358	DC Deere & Company Moline, Illinois	$5.44M	+$2.74M	4	0.3%	Increased
359	BP Banyan Partners Palm Beach Gardens, Florida	$5.42M	+$867K	1	0.46%	Increased
360	PP Palladium Partners Norfolk, Virginia	$5.39M	-$553K	1	0.48%	Reduced
361	Truist Financial Charlotte, North Carolina	$5.29M	+$568K	1	0.16%	Increased
362	MWVC Morgens Waterfall Vintiadis & Co New York	$5.28M	+$455K	1	3.46%	Increased
363	Wilmington Trust Wilmington, Delaware	$5.28M	+$93K	1	0.09%	Increased
364	WAM World Asset Management Detroit, Michigan	$5.23M	-$115K	2	0.16%	Reduced
365	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$5.16M	-$17.7M	2	0.07%	Reduced
366	CAM Cypress Asset Management Houston, Texas	$5.15M	-$134K	1	0.89%	Reduced
367	FM Family Management New York	$5.14M	-$24.1K	1	2.5%	Reduced
368	ST Semper Trust King Of Prussia, Pennsylvania	$5.13M	-$62.3K	1	2.01%	Reduced
369	NI Nepsis Inc Minneapolis, Minnesota	$5.06M	+$420K	1	2.78%	Increased
370	GL GLG LLC New York	$5.04M	+$1.55M	2	0.15%	Increased
371	LM Luminus Management Houston, Texas	$5.02M	-$826K	1	0.19%	Reduced
372	AQR Capital Management Greenwich, Connecticut	$4.88M	-$950K	3	0.01%	Reduced
373	PCA Private Capital Advisors Darien, Connecticut	$4.87M	-$13K	1	1.57%	Reduced
374	GIM Goelzer Investment Management Carmel, Indiana	$4.85M	+$110K	1	0.81%	Increased
375	EBIM Eagle Boston Investment Management Boston, Massachusetts	$4.84M	+$5.15M	1	0.24%	New