← 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	MC Moors & Cabot Boston, Massachusetts	$4.67M	+$26.5K	1	0.76%	Increased
352	MUFG Americas New York	$4.67M	-$414K	2	0.16%	Reduced
353	CAM Cypress Asset Management Houston, Texas	$4.62M	+$61.1K	1	0.87%	Increased
354	Livforsakringsbolaget Skandia Stockholm, Sweden	$4.6M	-$313K	2	0.23%	Reduced
355	TH Timber Hill Greenwich, Connecticut	$4.59M	+$4.53M	1	0.02%	Increased
356	HR Howe & Rusling Rochester, New York	$4.5M	+$502K	3	0.98%	Increased
357	Commerzbank Aktiengesellschaft Frankfurt, Germany	$4.49M	-$339K	2	0.02%	Reduced
358	DekaBank Deutsche Girozentrale Frankfurt, Germany	$4.46M	-$744K	2	0.05%	Reduced
359	MSA Mason Street Advisors Milwaukee, Wisconsin	$4.46M	-$47.6K	3	0.14%	Reduced
360	CC Curian Capital Denver, Colorado	$4.42M	+$165K	1	0.07%	Increased
361	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$4.39M	-$2.88K	2	0.06%	Reduced
362	GIPM G2 Investment Partners Management New York	$4.39M	-$1.44M	1	1.61%	Reduced
363	JP Morgan Private Wealth Advisors San Francisco, California	$4.38M	+$112K	2	0.05%	Increased
364	GIM Goelzer Investment Management Carmel, Indiana	$4.37M	+$66.2K	1	0.66%	Increased
365	Advisors Asset Management Monument, Colorado	$4.28M	+$629K	3	0.06%	Increased
366	Robeco Institutional Asset Management Rotterdam, Netherlands	$4.27M	-$436K	1	0.03%	Reduced
367	PCA Private Capital Advisors Darien, Connecticut	$4.25M	+$56.8K	1	1.39%	Increased
368	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$4.22M	-$4.81M	1	0.8%	Reduced
369	SG Americas Securities New York	$4.21M	+$356K	4	0.03%	Increased
370	City National Bank Beverly Hills, Delaware	$4.17M	-$272K	1	0.03%	Reduced
371	SAS Spectrum Advisory Services Atlanta, Georgia	$4.16M	-$424K	1	1.58%	Reduced
372	BCM Bourgeon Capital Management Darien, Connecticut	$4.15M	+$86.5K	1	2.51%	Increased
373	ProShare Advisors Bethesda, Maryland	$4.08M	-$1.53M	4	0.06%	Reduced
374	CIBC Private Wealth Group Atlanta, Georgia	$4.03M	+$40.7K	1	0.03%	Increased
375	Manning & Napier Advisors Fairport, New York	$4.03M	+$1.32M	1	0.02%	Increased