← 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	PCM Palouse Capital Management Spokane, Washington	$4.37M	-$36.9K	1	1.67%	Reduced
377	City National Bank Beverly Hills, Delaware	$4.27M	+$468K	1	0.06%	Increased
378	FMT First Mercantile Trust Cordova, Tennessee	$4.26M	-$161K	3	0.33%	Reduced
379	TC TFS Capital West Chester, Pennsylvania	$4.25M	-$34.6K	2	0.2%	Reduced
380	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$4.25M	+$1.63M	2	0.27%	Increased
381	FSA Financial Sense Advisors San Diego, California	$4.23M	-$117K	1	1.78%	Reduced
382	DILH Dai-ichi Life Holdings Tokyo, Japan	$4.23M	-$4.22M	2	0.13%	Reduced
383	NI Nepsis Inc Minneapolis, Minnesota	$4.18M	+$3.9M	1	2.88%	New
384	CAM Capstone Asset Management Houston, Texas	$4.17M	-$2.39M	3	0.12%	Reduced
385	UPA Union Point Advisors San Mateo, California	$4.14M	+$3.87M	1	4.03%	New
386	William Blair & Company Chicago, Illinois	$4.13M	-$15.4M	1	0.01%	Reduced
387	SRC Shufro Rose & Co New York	$4.12M	-$615K	1	0.44%	Reduced
388	GIPM G2 Investment Partners Management New York	$4.11M	+$3.79M	1	1.49%	New
389	GCA Greenwood Capital Associates Greenwood, South Carolina	$3.99M	+$79K	1	1.24%	Increased
390	PP Patten & Patten Chattanooga, Tennessee	$3.98M	+$25.3K	1	0.55%	Increased
391	CS Central Securities New York	$3.88M	$0	1	0.84%	Maintained
392	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.85M	+$3.6M	3	0.18%	New
393	BCM BBT Capital Management Fort Worth, Texas	$3.83M	+$7.26K	1	0.17%	Increased
394	HPA Hilltop Park Associates New York	$3.81M	+$3.56M	1	2.86%	New
395	SAMNY Samsung Asset Management (New York) New York	$3.8M	+$2.4M	1	1.26%	Increased
396	Luther King Capital Management (LKCM) Fort Worth, Texas	$3.79M	-$1.01M	1	0.03%	Reduced
397	Robeco Schweiz Zurich, Switzerland	$3.79M	+$415K	1	0.34%	Increased
398	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$3.77M	$0	1	0.4%	Maintained
399	Aberdeen Asset Management Aberdeen, United Kingdom	$3.75M	$0	1	0.01%	Maintained
400	EWM Edge Wealth Management New York	$3.74M	-$105K	1	1.73%	Reduced