← 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	Walleye Trading New York	$6.63M	+$4.4M	4	0.04%	Increased
352	Foresters Investment Management New York	$6.59M	+$406K	1	0.11%	Increased
353	Ancora Advisors Cleveland, Ohio	$6.53M	+$659K	1	0.42%	Increased
354	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.41M	-$43.4K	2	1.01%	Reduced
355	Utah Retirement Systems Salt Lake City, Utah	$6.37M	-$145K	1	0.15%	Reduced
356	KLWA Kelly Lawrence W & Associates Pasadens, California	$6.34M	+$232K	1	1.25%	Increased
357	MCIM Meadow Creek Investment Management Atlanta, Georgia	$6.33M	-$349K	3	0.15%	Reduced
358	PEAK6 Group Chicago, Illinois	$6.29M	+$3.4M	3	0.04%	Increased
359	HCM Hodges Capital Management Dallas, Texas	$6.28M	+$6.18M	1	0.37%	New
360	Oberweis Asset Management Lisle, Illinois	$6.24M	-$28.4K	1	1.71%	Reduced
361	Advent Capital Management New York	$6.23M	+$6.1M	1	0.12%	New
362	Weiss Multi-Strategy Advisers New York	$6.18M	-$2.93M	1	0.26%	Reduced
363	Stephens Inc Little Rock, Arkansas	$6.14M	+$198K	2	0.21%	Increased
364	Brookstone Capital Management Wheaton, Illinois	$6.09M	-$186K	1	0.58%	Reduced
365	Curi RMB Capital Chicago, Illinois	$6.09M	+$6.02M	1	0.17%	New
366	DA Denali Advisors San Diego, California	$6.04M	-$206K	1	0.99%	Reduced
367	Douglas Lane & Associates New York	$6.02M	-$1.11M	1	0.14%	Reduced
368	PP Paloma Partners Greenwich, Connecticut	$5.97M	+$2.73M	6	0.07%	Increased
369	Martingale Asset Management Boston, Massachusetts	$5.94M	-$3.61M	3	0.08%	Reduced
370	PC Pier Capital Stamford, Connecticut	$5.92M	-$1.82M	1	1.02%	Reduced
371	RBA Richard Bernstein Advisors New York	$5.88M	$0	1	0.45%	Maintained
372	Fifth Third Bancorp Cincinnati, Ohio	$5.87M	+$112K	2	0.04%	Increased
373	Simplex Trading Chicago, Illinois	$5.74M	-$169K	5	0.25%	Reduced
374	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$5.68M	+$71.6K	1	0.46%	Increased
375	MAM Meeder Asset Management Dublin, Ohio	$5.66M	+$4.76M	3	0.54%	Increased