← 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	SEC Seven Eight Capital New York	$5.23M	+$2.27M	1	0.29%	Increased
352	OCM Olstein Capital Management Purchase, New York	$5.22M	-$918K	1	0.85%	Reduced
353	CIBC World Markets New York	$5.18M	-$4.5M	1	0.05%	Reduced
354	Swiss Life Asset Management Zurich,	$5.16M	-$14.4M	1	0.11%	Reduced
355	CIC Cornercap Investment Counsel Atlanta, Georgia	$5.03M	-$107K	1	0.78%	Reduced
356	PAM Private Asset Management San Diego, California	$4.95M	-$169K	1	0.96%	Reduced
357	Capital Fund Management (CFM) Paris, France	$4.94M	+$553K	2	0.04%	Increased
358	Credit Agricole Montrouge Cedex, France	$4.94M	+$1.48M	2	0.28%	Increased
359	Bragg Financial Advisors Charlotte, North Carolina	$4.92M	+$374K	1	0.74%	Increased
360	Intact Investment Management Montreal, Quebec, Canada	$4.9M	$0	1	0.2%	Maintained
361	JP Morgan Private Wealth Advisors San Francisco, California	$4.89M	-$2.69M	2	0.03%	Reduced
362	HR Howe & Rusling Rochester, New York	$4.87M	-$148K	2	1.03%	Reduced
363	Varma Mutual Pension Insurance Co Helsinki, Finland	$4.86M	$0	1	0.23%	Maintained
364	Calamos Advisors Naperville, Illinois	$4.76M	+$438K	1	0.03%	Increased
365	ING Group Amsterdam, Netherlands	$4.68M	+$1.18M	1	0.1%	Increased
366	NCM Nelson Capital Management Menlo Park, California	$4.65M	-$185K	1	1.3%	Reduced
367	ARTA A.R.T. Advisors New York	$4.6M	+$4.15M	2	0.3%	Increased
368	ProShare Advisors Bethesda, Maryland	$4.59M	+$245K	3	0.03%	Increased
369	NIM NXG Investment Management Dallas, Texas	$4.55M	-$4.46M	1	0.19%	Reduced
370	STB S&T Bank Indiana, Pennsylvania	$4.52M	-$608K	1	1.05%	Reduced
371	CA Cullinan Associates Louisville, Kentucky	$4.51M	-$240K	1	0.37%	Reduced
372	BCP Blue Chip Partners Farmington Hills, Michigan	$4.46M	-$28.6K	1	1.12%	Reduced
373	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$4.45M	-$48.6K	1	3.26%	Reduced
374	GIM Goelzer Investment Management Carmel, Indiana	$4.45M	$0	1	0.57%	Maintained
375	NA Neuburgh Advisers Los Angeles, California	$4.41M	+$3.91M	1	0.17%	Increased