← 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	WesBanco Bank Wheeling, West Virginia	$4.09M	-$5.14M	1	0.24%	Reduced
352	MC Moors & Cabot Boston, Massachusetts	$4.09M	-$4.67K	1	0.72%	Reduced
353	IP Interval Partners New York	$4.06M	-$19.2M	1	0.27%	Reduced
354	Janus Henderson Group London,	$4.04M	-$263K	2	0.03%	Reduced
355	NCM Nelson Capital Management Menlo Park, California	$4M	+$4.11M	1	1.5%	New
356	PFC Phocas Financial Corp Alameda, California	$4M	-$4.19M	0	–	Closed
357	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$3.98M	$0	1	3.55%	Maintained
358	Todd Asset Management Louisville, Kentucky	$3.95M	+$2.74M	2	0.13%	Increased
359	D.A. Davidson & Co Great Falls, Montana	$3.95M	+$111K	3	0.12%	Increased
360	CAM Capstone Asset Management Houston, Texas	$3.86M	+$41.7K	3	0.12%	Increased
361	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$3.77M	+$899K	2	0.14%	Increased
362	GIM Goelzer Investment Management Carmel, Indiana	$3.74M	-$18K	1	0.52%	Reduced
363	Parallax Volatility Advisers San Francisco, California	$3.72M	+$3.82M	2	0.01%	New
364	HL Financial Services Louisville, Kentucky	$3.71M	+$222K	2	0.09%	Increased
365	IRF IBM Retirement Fund Armonk, New York	$3.7M	-$46.8K	1	0.13%	Reduced
366	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$3.67M	+$394K	1	1.39%	Increased
367	IA Icon Advisers Greenwood Village, Colorado	$3.67M	+$236K	2	0.25%	Increased
368	AHL Partners London, United Kingdom	$3.65M	+$757K	4	0.2%	Increased
369	SGAM Steinberg Global Asset Management Boca Raton, Florida	$3.64M	+$356K	1	0.63%	Increased
370	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.58M	-$40.4K	3	0.19%	Reduced
371	ICRM Insight Capital Research & Management Walnut Creek, California	$3.58M	-$1.55M	1	1.25%	Reduced
372	Cubist Systematic Strategies Stamford, Connecticut	$3.55M	-$2.57M	3	0.21%	Reduced
373	Quadrature Capital London, United Kingdom	$3.54M	+$2.56M	1	0.26%	Increased
374	Squarepoint New York	$3.54M	+$2.99M	1	0.22%	Increased
375	SGAM Smith Group Asset Management Dallas, Texas	$3.54M	+$80.4K	1	0.11%	Increased