← 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	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$5.31M	+$479K	2	0.07%	Increased
352	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$5.29M	+$5.18M	2	0.02%	New
353	Foresters Investment Management New York	$5.28M	+$781K	1	0.09%	Increased
354	KLWA Kelly Lawrence W & Associates Pasadens, California	$5.26M	$0	1	1.17%	Maintained
355	Bridges Investment Management Omaha, Nebraska	$5.26M	+$274K	1	0.75%	Increased
356	Meag Munich Ergo Munich, Germany	$5.24M	+$5.05M	1	0.24%	New
357	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$5.23M	$0	1	0.88%	Maintained
358	Fisher Asset Management Camas, Washington	$5.21M	-$1.43M	1	0.01%	Reduced
359	DZ Bank Frankfurt Am Main, Germany	$5.18M	+$5.57M	3	0.03%	New
360	MAM Meeder Asset Management Dublin, Ohio	$5.14M	+$3.27M	2	0.49%	Increased
361	Ancora Advisors Cleveland, Ohio	$5.13M	+$3.88M	1	0.37%	Increased
362	LSC Lesa Sroufe & Co Seattle, Washington	$5.04M	-$74.9K	1	4.4%	Reduced
363	Voloridge Investment Management Jupiter, Florida	$5M	+$4.93M	1	0.11%	New
364	FA FDx Advisors Chicago, Illinois	$5M	+$2.83M	2	0.14%	Increased
365	RBA Richard Bernstein Advisors New York	$4.98M	$0	1	0.42%	Maintained
366	Brookstone Capital Management Wheaton, Illinois	$4.97M	+$642K	1	0.55%	Increased
367	Squarepoint New York	$4.94M	+$3.33M	2	0.2%	Increased
368	CCM Cadence Capital Management Boston, Massachusetts	$4.88M	+$199K	1	0.34%	Increased
369	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$4.85M	+$266K	1	0.41%	Increased
370	Stephens Inc Little Rock, Arkansas	$4.82M	+$1.28M	2	0.2%	Increased
371	HL Financial Services Louisville, Kentucky	$4.78M	-$178K	2	0.1%	Reduced
372	Dai-ichi Life Insurance Company Tokyo, Japan	$4.73M	+$4.65M	3	0.14%	New
373	MCIM Meadow Creek Investment Management Atlanta, Georgia	$4.72M	+$4.61M	3	0.12%	New
374	Conning Inc Hartford, Connecticut	$4.67M	-$47.8K	1	0.19%	Reduced
375	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.59M	-$1.28M	1	0.35%	Reduced