← 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	WBC Westpac Banking Corp Sydney, Australia	$6.89M	+$1.2M	1	0.11%	Increased
352	Carnegie Investment Counsel Pepper Pike, Ohio	$6.88M	+$30.8K	1	0.45%	Increased
353	MPAM Monarch Partners Asset Management Boston, Massachusetts	$6.86M	+$6.87M	1	0.98%	New
354	DF Donoghue Forlines Boston, Massachusetts	$6.82M	+$6.63M	1	0.8%	New
355	Stephens Inc Little Rock, Arkansas	$6.74M	+$73.3K	1	0.15%	Increased
356	DA Duality Advisers Miami, Florida	$6.54M	+$6.35M	1	0.57%	New
357	Bragg Financial Advisors Charlotte, North Carolina	$6.47M	+$191K	1	0.8%	Increased
358	STB S&T Bank Indiana, Pennsylvania	$6.37M	+$270K	1	1.4%	Increased
359	OCM Olstein Capital Management Purchase, New York	$6.33M	$0	1	1.03%	Maintained
360	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$6.28M	-$442K	2	0.25%	Reduced
361	CGM Centenus Global Management New York	$6.25M	+$6.07M	1	0.82%	New
362	SCM Stevens Capital Management Radnor, Pennsylvania	$6.16M	-$17.8M	2	0.28%	Reduced
363	IA Icon Advisers Greenwood Village, Colorado	$6.16M	-$14.4M	2	0.58%	Reduced
364	PP Paloma Partners Greenwich, Connecticut	$6.15M	+$2.8M	3	0.1%	Increased
365	Calamos Advisors Naperville, Illinois	$6.13M	+$294K	1	0.03%	Increased
366	CIC Cornercap Investment Counsel Atlanta, Georgia	$6.06M	-$2.43K	1	0.8%	Reduced
367	HR Howe & Rusling Rochester, New York	$5.99M	+$37K	2	1.03%	Increased
368	DCM Divisar Capital Management San Francisco, California	$5.98M	$0	1	2.04%	Maintained
369	CAM Cortina Asset Management Milwaukee, Wisconsin	$5.93M	-$335K	1	0.37%	Reduced
370	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$5.93M	+$813K	1	1.45%	Increased
371	Trexquant Investment Stamford, Connecticut	$5.78M	+$4.72M	4	0.52%	Increased
372	Eagle Asset Management St Petersburg, Florida	$5.72M	-$3.16M	2	0.03%	Reduced
373	NCM Nelson Capital Management Menlo Park, California	$5.69M	+$3.97K	1	1.35%	Increased
374	Jupiter Investment Management London, United Kingdom	$5.67M	+$5.51M	1	0.06%	New
375	PAM Private Asset Management San Diego, California	$5.63M	-$139K	1	0.96%	Reduced