← 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	GIA Gargoyle Investment Advisor Englewood, New Jersey	$4.5M	+$107K	1	1.65%	Increased
377	IHL Investment House LLC Redondo Beach, California	$4.46M	+$598K	1	0.72%	Increased
378	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$4.45M	+$974K	1	0.56%	Increased
379	DCC Dow Chemical Company Midland, Michigan	$4.42M	+$4.29M	1	0.4%	New
380	GIM Goelzer Investment Management Carmel, Indiana	$4.39M	+$3.69K	1	0.66%	Increased
381	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$4.39M	-$377K	2	0.06%	Reduced
382	RCM Riverhead Capital Management Wilmington, Delaware	$4.39M	+$184K	1	0.07%	Increased
383	Truist Financial Charlotte, North Carolina	$4.37M	+$37.7K	1	0.13%	Increased
384	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$4.32M	-$120K	1	1.2%	Reduced
385	Robeco Institutional Asset Management Rotterdam, Netherlands	$4.28M	+$957K	1	0.03%	Increased
386	Mutual of America Capital Management New York	$4.26M	-$2.58M	1	0.1%	Reduced
387	PCA Private Capital Advisors Darien, Connecticut	$4.24M	-$14.5K	1	1.6%	Reduced
388	CCM Coe Capital Management Highland Park, Illinois	$4.24M	+$3.83M	1	1.35%	New
389	PP Palladium Partners Norfolk, Virginia	$4.23M	-$111K	1	0.37%	Reduced
390	Cubist Systematic Strategies Stamford, Connecticut	$4.19M	+$1.55M	4	0.23%	Increased
391	Nomura Holdings Tokyo, Japan	$4.15M	-$1.21M	2	0.01%	Reduced
392	BCM Bourgeon Capital Management Darien, Connecticut	$4.14M	+$402K	1	2.52%	Increased
393	SI Sensato Investors San Francisco, California	$4.08M	+$3.83M	1	1.21%	New
394	WAM World Asset Management Detroit, Michigan	$4.08M	-$809K	2	0.14%	Reduced
395	CIBC Private Wealth Group Atlanta, Georgia	$4.06M	+$633K	1	0.03%	Increased
396	Oppenheimer & Co New York	$4.05M	-$1.11M	3	0.12%	Reduced
397	OIM Opus Investment Management Worcester, Massachusetts	$4.04M	+$2.68M	1	0.72%	Increased
398	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$4.01M	+$2.45M	2	0.64%	Increased
399	Calamos Wealth Management Naperville, Illinois	$3.94M	-$1.38M	1	1.13%	Reduced
400	EA Ecofin Advisors London, United Kingdom	$3.94M	+$53.4K	1	0.71%	Increased