← 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	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.79M	$0	1	0.2%	Maintained
377	D.A. Davidson & Co Great Falls, Montana	$4.76M	-$186K	2	0.16%	Reduced
378	FSA Financial Sense Advisors San Diego, California	$4.74M	-$62.2K	1	1.86%	Reduced
379	LPL Financial San Diego, California	$4.74M	-$1.2M	3	0.03%	Reduced
380	Commonwealth Equity Services Waltham, Massachusetts	$4.71M	+$371K	3	0.06%	Increased
381	TCM Tygh Capital Management Portland, Oregon	$4.61M	-$6.6M	1	0.98%	Reduced
382	City National Bank Beverly Hills, Delaware	$4.52M	+$125K	1	0.04%	Increased
383	BLM Bennett Lawrence Management New York	$4.5M	-$7.38M	1	0.79%	Reduced
384	Zacks Investment Management Chicago, Illinois	$4.42M	-$8.91M	2	0.16%	Reduced
385	JP Morgan Private Wealth Advisors San Francisco, California	$4.4M	-$163K	2	0.07%	Reduced
386	Prudential plc London, England, United Kingdom	$4.39M	+$1.36M	2	0.02%	Increased
387	MC Moors & Cabot Boston, Massachusetts	$4.37M	+$436K	1	0.74%	Increased
388	DILH Dai-ichi Life Holdings Tokyo, Japan	$4.34M	-$219K	2	0.14%	Reduced
389	PCM Palouse Capital Management Spokane, Washington	$4.34M	-$75.7K	1	1.6%	Reduced
390	William Blair & Company Chicago, Illinois	$4.3M	-$14.9M	2	0.01%	Reduced
391	MC Middleton & Co Boston, Massachusetts	$4.29M	+$4.13M	1	0.98%	New
392	GIA Gargoyle Investment Advisor Englewood, New Jersey	$4.28M	+$3.19M	1	1.6%	Increased
393	Andra AP-fonden Goteborg, Sweden	$4.26M	-$5.49M	2	0.09%	Reduced
394	CO Caldwell & Orkin Norcross, Georgia	$4.25M	+$59.4K	1	2.15%	Increased
395	SC Skylands Capital Milwaukee, Wisconsin	$4.21M	-$44.5K	1	0.41%	Reduced
396	SIG Schooner Investment Group Wayne, Pennsylvania	$4.18M	$0	1	0.94%	Maintained
397	DIA Denver Investment Advisors Denver, Colorado	$4.12M	+$407K	1	0.13%	Increased
398	LCG Lisanti Capital Growth New York	$4.09M	-$2.28M	1	1.83%	Reduced
399	SCM Seamans Capital Management Boston, Massachusetts	$4.06M	+$168K	1	5.68%	Increased
400	CCI Columbus Circle Investors	$4.05M	-$19M	1	0.03%	Reduced