← 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	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$3.77M	+$2.98M	1	0.25%	Increased
377	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$3.65M	-$274K	1	1.15%	Reduced
378	Truist Financial Charlotte, North Carolina	$3.59M	-$1.62M	1	0.09%	Reduced
379	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.58M	-$90.7K	3	0.19%	Reduced
380	BIC Bridges Investment Counsel Omaha, Nebraska	$3.56M	-$2.42M	1	0.77%	Reduced
381	BOK Financial Tulsa, Oklahoma	$3.55M	-$15.4K	1	0.13%	Reduced
382	Conning Inc Hartford, Connecticut	$3.54M	+$2.51M	1	0.15%	Increased
383	CCM Cupps Capital Management Chicago, Illinois	$3.53M	+$2.97M	1	0.67%	New
384	ProShare Advisors Bethesda, Maryland	$3.52M	-$1.19M	3	0.05%	Reduced
385	SAS Spectrum Advisory Services Atlanta, Georgia	$3.47M	-$238K	1	1.36%	Reduced
386	SGAM Steinberg Global Asset Management Boca Raton, Florida	$3.45M	-$134K	1	0.65%	Reduced
387	BWM Braver Wealth Management Needham, Massachusetts	$3.45M	+$366K	1	0.57%	Increased
388	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$3.45M	+$6.91K	1	1.4%	Increased
389	EverPoint Asset Management Stamford, Connecticut	$3.44M	+$939K	1	0.07%	Increased
390	B BP London, United Kingdom	$3.44M	-$1.16M	1	0.14%	Reduced
391	Raymond James Financial Services Advisors St. Petersburg, Florida	$3.43M	+$27K	1	0.04%	Increased
392	Fidelity International Hamilton, Bermuda	$3.43M	+$314K	1	0.01%	Increased
393	Dynamic Advisor Solutions Phoenix, Arizona	$3.43M	-$124K	1	1.46%	Reduced
394	GL GLG LLC New York	$3.41M	+$3.01M	1	0.21%	New
395	Meag Munich Ergo Munich, Germany	$3.41M	+$3.01M	1	0.18%	New
396	Foresters Investment Management New York	$3.35M	$0	1	0.07%	Maintained
397	LPU Lansdowne Partners (UK) London, United Kingdom	$3.35M	+$514K	1	0.03%	Increased
398	OI Oakbrook Investments Lisle, Illinois	$3.34M	+$1.43M	1	0.22%	Increased
399	BCM Bourgeon Capital Management Darien, Connecticut	$3.34M	+$102K	1	2.23%	Increased
400	HL Financial Services Louisville, Kentucky	$3.33M	+$214K	2	0.08%	Increased