← 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	PP PDT Partners New York	$4.62M	+$2.54M	3	0.11%	Increased
377	CS Central Securities New York	$4.62M	$0	1	1%	Maintained
378	GIM Goelzer Investment Management Carmel, Indiana	$4.61M	+$194K	1	0.82%	Increased
379	Truist Financial Charlotte, North Carolina	$4.57M	+$2.13M	1	0.14%	Increased
380	NI Nepsis Inc Minneapolis, Minnesota	$4.53M	+$359K	1	2.75%	Increased
381	HPA Hilltop Park Associates New York	$4.51M	+$737K	1	5.18%	Increased
382	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$4.47M	+$4.39M	1	1.7%	New
383	KRC Kingdom Ridge Capital White Plains, New York	$4.46M	-$2.69M	1	1.05%	Reduced
384	LMR Partners London, United Kingdom	$4.46M	+$4.09M	2	0.62%	New
385	Saba Capital Management New York	$4.46M	-$2.17M	1	0.25%	Reduced
386	WC Walthausen & Co Malta, New York	$4.45M	+$1.58M	1	0.36%	Increased
387	BP Banyan Partners Palm Beach Gardens, Florida	$4.4M	-$155K	1	0.38%	Reduced
388	JP Morgan Private Wealth Advisors San Francisco, California	$4.36M	+$942K	2	0.08%	Increased
389	PCM Palouse Capital Management Spokane, Washington	$4.3M	-$8.33K	1	1.62%	Reduced
390	City National Bank Beverly Hills, Delaware	$4.28M	+$64.5K	1	0.06%	Increased
391	DILH Dai-ichi Life Holdings Tokyo, Japan	$4.22M	-$207K	2	0.13%	Reduced
392	Commonwealth Equity Services Waltham, Massachusetts	$4.15M	-$472K	3	0.06%	Reduced
393	SC Skylands Capital Milwaukee, Wisconsin	$4.14M	+$1.71M	1	0.43%	Increased
394	CO Caldwell & Orkin Norcross, Georgia	$4.08M	-$1.69M	1	2.66%	Reduced
395	Segall Bryant & Hamill Chicago, Illinois	$4.07M	-$476K	1	0.1%	Reduced
396	SIG Schooner Investment Group Wayne, Pennsylvania	$4.06M	+$1.47M	1	1.02%	Increased
397	CIBC Asset Management Toronto, Ontario, Canada	$4.02M	+$470K	2	0.02%	Increased
398	SCM Seamans Capital Management Boston, Massachusetts	$4.01M	+$460K	1	5.36%	Increased
399	Huntington National Bank Columbus, Ohio	$3.96M	+$664K	1	0.08%	Increased
400	PP Patten & Patten Chattanooga, Tennessee	$3.9M	-$31.3K	1	0.53%	Reduced