← 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	NCGI Next Century Growth Investors Plymouth, Minnesota	$6.7M	-$1.77M	1	0.8%	Reduced
352	PP Prospector Partners Guilford, Connecticut	$6.68M	-$143K	1	1.01%	Reduced
353	Susquehanna International Group Bala Cynwyd, Pennsylvania	$6.67M	-$3.71M	3	0%	Reduced
354	EP Elkfork Partners Portland, Oregon	$6.47M	+$1.22M	3	0.19%	Increased
355	Bahl & Gaynor Cincinnati, Ohio	$6.46M	+$689K	1	0.07%	Increased
356	IECM Intrinsic Edge Capital Management Chicago, Illinois	$6.35M	+$2.45M	1	1.25%	Increased
357	PCM Palouse Capital Management Spokane, Washington	$6.29M	+$6.18M	1	2.1%	New
358	Utah Retirement Systems Salt Lake City, Utah	$6.29M	$0	1	0.14%	Maintained
359	ExxonMobil Investment Management Irving, Texas	$6.24M	-$351K	1	0.16%	Reduced
360	CIBC Private Wealth Group Atlanta, Georgia	$6.09M	+$2.42M	3	0.03%	Increased
361	PC Pier Capital Stamford, Connecticut	$6M	-$518K	1	1.04%	Reduced
362	AEGON Asset Management (UK) Edinburgh, United Kingdom	$5.96M	+$210K	1	0.16%	Increased
363	MIP Marietta Investment Partners Milwaukee, Wisconsin	$5.92M	+$93.4K	2	1.77%	Increased
364	GHCM Glen Harbor Capital Management San Diego, California	$5.79M	+$1.02M	3	0.14%	Increased
365	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.7M	$0	2	0.51%	Maintained
366	SW SVB Wealth Boston, Massachusetts	$5.67M	+$616K	2	0.22%	Increased
367	Brookstone Capital Management Wheaton, Illinois	$5.66M	-$351K	1	0.51%	Reduced
368	AIA AGF Investments America Toronto, Ontario, Canada	$5.66M	$0	1	2.16%	Maintained
369	Quantbot Technologies New York	$5.61M	+$1.73M	3	0.54%	Increased
370	LSA L & S Advisors Los Angeles, California	$5.59M	+$5.49M	1	0.94%	New
371	Synovus Financial Columbus, Georgia	$5.56M	+$304K	1	0.11%	Increased
372	Hennessy Advisors Inc Novato, California	$5.53M	$0	1	0.17%	Maintained
373	LSC Lesa Sroufe & Co Seattle, Washington	$5.48M	-$221K	1	4.8%	Reduced
374	CIC Cornercap Investment Counsel Atlanta, Georgia	$5.47M	+$166K	1	0.77%	Increased
375	Fifth Third Bancorp Cincinnati, Ohio	$5.45M	-$443K	3	0.04%	Reduced