← 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	MSA Mason Street Advisors Milwaukee, Wisconsin	$3.71M	+$45.3K	3	0.12%	Increased
352	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$3.68M	+$3.76M	2	1.61%	New
353	MC Moors & Cabot Boston, Massachusetts	$3.68M	-$21.8K	1	0.67%	Reduced
354	EWM Edge Wealth Management New York	$3.63M	-$269K	1	1.37%	Reduced
355	PFC Phocas Financial Corp Alameda, California	$3.63M	-$3.81M	0	–	Closed
356	CF CNA Financial Chicago, Illinois	$3.58M	$0	2	0.96%	Maintained
357	HR Howe & Rusling Rochester, New York	$3.53M	+$192K	2	0.81%	Increased
358	CAM Capstone Asset Management Houston, Texas	$3.52M	+$632K	3	0.1%	Increased
359	Shinko Asset Management Company Tokyo, Japan	$3.51M	+$367K	3	0.03%	Increased
360	CAM Cypress Asset Management Houston, Texas	$3.49M	-$46K	1	0.7%	Reduced
361	GIPM G2 Investment Partners Management New York	$3.47M	-$1.86M	1	1.08%	Reduced
362	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$3.47M	+$3.61M	1	3.34%	New
363	BlueCrest Capital Management St Helier, Jersey	$3.46M	+$3.46M	1	0.14%	New
364	Advisors Asset Management Monument, Colorado	$3.45M	+$743K	3	0.05%	Increased
365	GIM Goelzer Investment Management Carmel, Indiana	$3.33M	-$63.6K	1	0.49%	Reduced
366	Fifth Third Bancorp Cincinnati, Ohio	$3.32M	-$278K	4	0.03%	Reduced
367	GCP GSA Capital Partners London, United Kingdom	$3.32M	+$933K	4	0.16%	Increased
368	WBC Westpac Banking Corp Sydney, Australia	$3.29M	-$2.12M	1	0.04%	Reduced
369	William Blair & Company Chicago, Illinois	$3.28M	-$726K	2	0.03%	Reduced
370	Regions Financial Corp Birmingham, Alabama	$3.27M	-$1.26M	1	0.04%	Reduced
371	PCA Private Capital Advisors Darien, Connecticut	$3.26M	-$20K	1	1.41%	Reduced
372	IMOV Investment Management of Virginia Richmond, Virginia	$3.23M	-$1.5M	1	0.86%	Reduced
373	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.22M	-$92.1K	3	0.16%	Reduced
374	Brown Advisory Baltimore, Maryland	$3.22M	-$1.65M	2	0.01%	Reduced
375	GP GLG Partners London, United Kingdom	$3.21M	+$3.34M	1	0.1%	New