← 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
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors
Louisiana
$6.5M -$334K 1 1.58% Reduced
352
Goelzer Investment Management
Goelzer Investment Management
Indiana
$6.5M +$176K 1 0.56% Increased
353
CIC
Cornercap Investment Counsel
Georgia
$6.46M -$178K 1 0.87% Reduced
354
Nelson Capital Management
Nelson Capital Management
California
$6.44M -$37.5K 1 1.35% Reduced
355
AIM
Arcadia Investment Management
Michigan
$6.34M +$470K 2 1.6% Increased
356
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$6.31M -$6.83M 1 0.1% Reduced
357
Twin Capital Management
Twin Capital Management
Pennsylvania
$6.31M -$1.73M 1 0.53% Reduced
358
Curi RMB Capital
Curi RMB Capital
Illinois
$6.26M -$1.38M 1 0.17% Reduced
359
First National Trust
First National Trust
Pennsylvania
$6.18M +$407K 1 0.5% Increased
360
CGM
Centenus Global Management
New York
$6.16M +$5.77M 1 0.84% New
361
Driehaus Capital Management
Driehaus Capital Management
Illinois
$6.14M +$1.88M 1 0.16% Increased
362
EFIC
Eliot Finkel Investment Counsel
California
$6.13M -$36.4K 1 3.96% Reduced
363
First Horizon Advisors
First Horizon Advisors
Tennessee
$6.09M +$216K 4 0.45% Increased
364
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$6.06M +$4.02M 2 0.1% Increased
365
William Blair & Company
William Blair & Company
Illinois
$6.04M +$186K 2 0.03% Increased
366
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$6.01M +$852K 1 0.06% Increased
367
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$5.96M +$5.11M 2 0.15% Increased
368
Cullen Capital Management
Cullen Capital Management
New York
$5.93M +$370K 1 0.23% Increased
369
Moors & Cabot
Moors & Cabot
Massachusetts
$5.92M -$75.6K 1 0.59% Reduced
370
Pendal Group
Pendal Group
Australia
$5.9M -$491K 2 0.08% Reduced
371
MPAM
Monarch Partners Asset Management
Massachusetts
$5.85M +$5.11M 1 1.3% New
372
Ledyard National Bank
Ledyard National Bank
$5.81M +$304K 2 0.7% Increased
373
Brinker Capital
Brinker Capital
Pennsylvania
$5.77M +$888K 4 0.18% Increased
374
Transform Wealth
Transform Wealth
Colorado
$5.76M -$215K 1 0.91% Reduced
375
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$5.73M -$2.23M 1 0.39% Reduced