← 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	SIA SeaBridge Investment Advisors Summit, New Jersey	$4.39M	-$229K	1	1.02%	Reduced
377	DIA Denver Investment Advisors Denver, Colorado	$4.24M	-$49.4K	1	0.14%	Reduced
378	Commonwealth Equity Services Waltham, Massachusetts	$4.15M	+$232K	3	0.05%	Increased
379	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$4.15M	+$4.64M	1	1.14%	New
380	CAM Cypress Asset Management Houston, Texas	$4.13M	-$104K	1	0.75%	Reduced
381	GIM Goelzer Investment Management Carmel, Indiana	$4.09M	+$123K	1	0.68%	Increased
382	Jefferies Group New York	$4.08M	+$1.83M	2	0.03%	Increased
383	LCG Lisanti Capital Growth New York	$4.06M	-$189K	1	2.04%	Reduced
384	GIA Gargoyle Investment Advisor Englewood, New Jersey	$4.05M	+$84.6K	1	1.53%	Increased
385	PP Palladium Partners Norfolk, Virginia	$4.05M	-$419K	1	0.36%	Reduced
386	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$4.05M	+$4.53M	1	0.95%	New
387	Truist Financial Charlotte, North Carolina	$4.04M	-$333K	1	0.12%	Reduced
388	South Dakota Investment Council Sioux Falls, South Dakota	$4.04M	+$4.52M	1	0.08%	New
389	New Mexico Educational Retirement Board Santa Fe, New Mexico	$4.03M	+$113K	1	0.16%	Increased
390	PCA Private Capital Advisors Darien, Connecticut	$3.97M	-$36.2K	1	1.28%	Reduced
391	RCM Riverhead Capital Management Wilmington, Delaware	$3.91M	-$2.27M	1	0.07%	Reduced
392	City National Bank Beverly Hills, Delaware	$3.89M	+$203K	1	0.04%	Increased
393	Driehaus Capital Management Chicago, Illinois	$3.89M	-$2.58M	1	0.15%	Reduced
394	EWM Edge Wealth Management New York	$3.88M	+$1.25M	1	1.5%	Increased
395	MUFG Americas New York	$3.82M	+$808K	1	0.13%	Increased
396	CA Cullinan Associates Louisville, Kentucky	$3.7M	+$2.38M	1	0.42%	Increased
397	GH GAM Holding Zurich, Switzerland	$3.63M	-$62.9K	3	0.05%	Reduced
398	PFC Phocas Financial Corp Alameda, California	$3.62M	+$4.06M	1	0.32%	New
399	HR Howe & Rusling Rochester, New York	$3.59M	+$558K	3	0.84%	Increased
400	IHL Investment House LLC Redondo Beach, California	$3.58M	+$814K	1	0.6%	Increased