← 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	Fisher Asset Management Camas, Washington	$3.51M	-$710K	1	0.01%	Reduced
377	LSA L & S Advisors Los Angeles, California	$3.5M	-$3.8M	1	0.8%	Reduced
378	GC Gratry & Company Beachwood, Ohio	$3.48M	+$3.65M	1	2.74%	New
379	GIPM G2 Investment Partners Management New York	$3.48M	+$511K	1	1.61%	Increased
380	OI Oakbrook Investments Lisle, Illinois	$3.48M	+$295K	1	0.19%	Increased
381	Axiom Investors Greenwich, Connecticut	$3.46M	+$465K	1	0.1%	Increased
382	RBA Richard Bernstein Advisors New York	$3.45M	$0	1	0.33%	Maintained
383	Brookstone Capital Management Wheaton, Illinois	$3.4M	+$555K	1	0.44%	Increased
384	Conning Inc Hartford, Connecticut	$3.4M	+$13.5K	1	0.14%	Increased
385	MPM Meritage Portfolio Management Overland Park, Kansas	$3.38M	+$981K	1	0.38%	Increased
386	RIG Roosevelt Investment Group New York	$3.37M	-$11.3M	1	0.26%	Reduced
387	OCG Opus Capital Group Cincinnati, Ohio	$3.37M	-$3.27M	1	0.75%	Reduced
388	DA Denali Advisors San Diego, California	$3.36M	+$3.25M	1	0.58%	Increased
389	CIBC Asset Management Toronto, Ontario, Canada	$3.36M	+$228K	2	0.03%	Increased
390	B BP London, United Kingdom	$3.28M	$0	1	0.13%	Maintained
391	Williams Jones & Associates New York	$3.28M	-$461K	1	0.1%	Reduced
392	Nordea Investment Management Stockholm, Sweden	$3.25M	+$458K	2	0.01%	Increased
393	Fidelity International Hamilton, Bermuda	$3.24M	-$31.6K	1	0.01%	Reduced
394	Trexquant Investment Stamford, Connecticut	$3.23M	+$2.74M	2	0.42%	Increased
395	Manning & Napier Advisors Fairport, New York	$3.23M	+$308K	1	0.02%	Increased
396	BWM Braver Wealth Management Needham, Massachusetts	$3.22M	-$72.7K	1	0.55%	Reduced
397	BIC Bridges Investment Counsel Omaha, Nebraska	$3.21M	-$190K	1	0.71%	Reduced
398	Foresters Investment Management New York	$3.2M	$0	1	0.06%	Maintained
399	PP Paloma Partners Greenwich, Connecticut	$3.2M	-$937K	3	0.04%	Reduced
400	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.19M	+$135K	1	0.14%	Increased