← 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	LSC Lesa Sroufe & Co Seattle, Washington	$5.86M	-$30.8K	1	5.36%	Reduced
352	KLWA Kelly Lawrence W & Associates Pasadens, California	$5.82M	$0	1	1.2%	Maintained
353	Stephens Inc Little Rock, Arkansas	$5.76M	+$349K	2	0.21%	Increased
354	Brown Advisory Baltimore, Maryland	$5.76M	-$281K	2	0.02%	Reduced
355	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.74M	-$1.2M	2	0.54%	Reduced
356	DZ Bank Frankfurt Am Main, Germany	$5.67M	+$100K	3	0.03%	Increased
357	Ancora Advisors Cleveland, Ohio	$5.58M	-$86.1K	1	0.38%	Reduced
358	LPL Financial San Diego, California	$5.56M	+$1.32M	4	0.04%	Increased
359	Hennessy Advisors Inc Novato, California	$5.52M	+$2.43M	1	0.16%	Increased
360	Fifth Third Bancorp Cincinnati, Ohio	$5.52M	+$808K	2	0.04%	Increased
361	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$5.47M	-$604K	1	0.93%	Reduced
362	SCM Stevens Capital Management Radnor, Pennsylvania	$5.47M	-$2.54M	1	0.21%	Reduced
363	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$5.34M	-$17.8K	1	0.44%	Reduced
364	UR USCA RIA Houston, Texas	$5.32M	+$826K	1	0.78%	Increased
365	EP Elkfork Partners Portland, Oregon	$5.24M	+$913K	3	0.16%	Increased
366	Carnegie Investment Counsel Pepper Pike, Ohio	$5.19M	+$248K	1	0.64%	Increased
367	Conning Inc Hartford, Connecticut	$5.08M	-$73.8K	1	0.19%	Reduced
368	NCM Nelson Capital Management Menlo Park, California	$5.05M	+$109K	1	1.7%	Increased
369	Bridges Investment Management Omaha, Nebraska	$5.04M	-$742K	1	0.7%	Reduced
370	Chartwell Investment Partners Berywn, Pennsylvania	$5.01M	-$5.56M	1	0.18%	Reduced
371	NIP Nicholas Investment Partners Rancho Santa Fe, California	$5.01M	-$147K	1	0.35%	Reduced
372	AR Advisory Research Chicago, Illinois	$4.96M	+$2.6M	2	0.07%	Increased
373	Manning & Napier Advisors Fairport, New York	$4.92M	+$372K	1	0.04%	Increased
374	Ameritas Investment Partners Lincoln, Nebraska	$4.91M	-$65.8K	4	0.24%	Reduced
375	Fort Washington Investment Advisors Cincinnati, Ohio	$4.89M	-$42.6K	1	0.08%	Reduced