← 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
376	Gotham Asset Management New York	$3.09M	+$3.17M	1	0.13%	New
377	GIA Gargoyle Investment Advisor Englewood, New Jersey	$3M	+$2.8M	1	1.52%	New
378	IA Icon Advisers Greenwood Village, Colorado	$2.98M	+$2.85M	1	0.23%	New
379	SFS Strategic Financial Services Utica, New York	$2.97M	+$2.84M	1	1.05%	New
380	Scout Investments Kansas City, Missouri	$2.95M	+$2.74M	1	0.03%	New
381	CF CNA Financial Chicago, Illinois	$2.94M	+$2.82M	1	0.63%	New
382	City National Bank Beverly Hills, Delaware	$2.94M	+$2.82M	1	0.05%	New
383	Advisors Asset Management Monument, Colorado	$2.93M	+$2.81M	3	0.06%	New
384	FC Fiera Capital New York	$2.87M	+$2.75M	1	0.2%	New
385	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$2.85M	+$2.65M	1	0.55%	New
386	JP Morgan Private Wealth Advisors San Francisco, California	$2.85M	+$2.72M	2	0.07%	New
387	NIP Nicholas Investment Partners Rancho Santa Fe, California	$2.79M	+$2.7M	2	0.26%	New
388	RIA Rushmore Investment Advisors Plano, Texas	$2.76M	+$2.65M	1	0.56%	New
389	SAM Securian Asset Management St Paul, Minnesota	$2.76M	+$2.64M	1	0.11%	New
390	Huntington National Bank Columbus, Ohio	$2.76M	+$2.64M	3	0.09%	New
391	WC Wexford Capital West Palm Beach, Florida	$2.75M	+$2.64M	1	0.24%	New
392	YCMGA York Capital Management Global Advisors New York	$2.73M	+$2.62M	1	0.06%	New
393	SC Skylands Capital Milwaukee, Wisconsin	$2.66M	+$2.55M	1	0.32%	New
394	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.66M	+$2.55M	1	0.63%	New
395	SCM Sigma Capital Management Stamford, Connecticut	$2.65M	+$2.54M	1	0.12%	New
396	Carnegie Investment Counsel Pepper Pike, Ohio	$2.64M	+$2.53M	1	0.87%	New
397	AF Ally Financial Detroit, Michigan	$2.63M	+$2.52M	1	0.26%	New
398	Nippon Life Insurance Tokyo, Japan	$2.54M	+$2.44M	1	0.08%	New
399	Acadian Asset Management Boston, Massachusetts	$2.54M	+$2.5M	2	0.02%	New
400	NCM Novare Capital Management Charlotte, North Carolina	$2.54M	+$2.43M	1	0.85%	New