← 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	Commonwealth Equity Services Waltham, Massachusetts	$5.44M	+$139K	4	0.04%	Increased
352	Advisors Capital Management Ridgewood, New Jersey	$5.24M	-$181K	1	0.51%	Reduced
353	KLWA Kelly Lawrence W & Associates Pasadens, California	$5.15M	+$5.17K	1	1.1%	Increased
354	GP GLG Partners London, United Kingdom	$5.13M	+$2.65M	1	0.16%	Increased
355	QIM Quantitative Investment Management Charlottesville, Virginia	$5.11M	+$4.38M	2	0.17%	Increased
356	CPIM Columbia Partners Investment Management Alexandria, Virginia	$5.05M	-$1.2M	1	0.39%	Reduced
357	Virtu KCG Holdings New York	$5M	-$430K	4	0.12%	Reduced
358	Brown Advisory Baltimore, Maryland	$4.97M	-$21.3K	3	0.02%	Reduced
359	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$4.95M	$0	1	0.79%	Maintained
360	Bridges Investment Management Omaha, Nebraska	$4.88M	+$34.4K	1	0.81%	Increased
361	HL Financial Services Louisville, Kentucky	$4.87M	+$517K	2	0.11%	Increased
362	South Dakota Investment Council Sioux Falls, South Dakota	$4.86M	$0	1	0.1%	Maintained
363	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$4.86M	+$4.36M	1	0.05%	New
364	LSC Lesa Sroufe & Co Seattle, Washington	$4.85M	+$18K	1	4.28%	Increased
365	DA Denali Advisors San Diego, California	$4.84M	+$1.12M	1	0.74%	Increased
366	CF CNA Financial Chicago, Illinois	$4.79M	+$276K	2	1.1%	Increased
367	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$4.71M	+$536K	2	0.17%	Increased
368	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$4.66M	-$195K	2	0.06%	Reduced
369	Nordea Investment Management Stockholm, Sweden	$4.63M	+$567K	2	0.01%	Increased
370	Conning Inc Hartford, Connecticut	$4.62M	+$867K	1	0.18%	Increased
371	CCM Cadence Capital Management Boston, Massachusetts	$4.58M	-$76.9K	1	0.33%	Reduced
372	Crossmark Global Holdings Houston, Texas	$4.52M	+$3.43M	3	0.12%	New
373	EWM Edge Wealth Management New York	$4.5M	-$1.68K	1	1.91%	Reduced
374	SGAM Smith Group Asset Management Dallas, Texas	$4.49M	+$72.3K	1	0.13%	Increased
375	NCM Nelson Capital Management Menlo Park, California	$4.49M	+$85.4K	1	1.59%	Increased