← 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	Janus Henderson Group London,	$4.48M	$0	2	0.03%	Maintained
377	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$4.48M	+$4.41M	1	0.38%	New
378	MC Moors & Cabot Boston, Massachusetts	$4.46M	-$44.2K	1	0.75%	Reduced
379	CMG Cavalry Management Group San Francisco, California	$4.46M	-$2.29M	1	3.72%	Reduced
380	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$4.34M	-$44.9K	1	3.9%	Reduced
381	Foresters Investment Management New York	$4.3M	+$770K	1	0.08%	Increased
382	RBA Richard Bernstein Advisors New York	$4.3M	$0	1	0.41%	Maintained
383	Walleye Trading New York	$4.24M	+$1.73M	3	0.03%	Increased
384	Brookstone Capital Management Wheaton, Illinois	$4.22M	+$474K	1	0.47%	Increased
385	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$4.2M	+$457K	2	0.03%	Increased
386	GC Gratry & Company Beachwood, Ohio	$4.17M	+$138K	1	3.25%	Increased
387	OCG Opus Capital Group Cincinnati, Ohio	$4.12M	-$75.8K	1	0.85%	Reduced
388	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$4.1M	+$58.6K	1	1.4%	Increased
389	GIM Goelzer Investment Management Carmel, Indiana	$4.06M	-$48.3K	1	0.55%	Reduced
390	SGAM Steinberg Global Asset Management Boca Raton, Florida	$4.04M	+$36.5K	1	0.68%	Increased
391	AEGON Asset Management (UK) Edinburgh, United Kingdom	$4.03M	+$2.43M	1	0.11%	Increased
392	Jane Street New York	$4.01M	-$1.29M	2	0.02%	Reduced
393	MPM Meritage Portfolio Management Overland Park, Kansas	$3.92M	+$193K	1	0.43%	Increased
394	Highbridge Capital Management New York	$3.81M	+$3.29M	1	0.06%	Increased
395	Williams Jones & Associates New York	$3.8M	+$187K	1	0.11%	Increased
396	PP Paloma Partners Greenwich, Connecticut	$3.8M	+$55.1K	4	0.05%	Increased
397	AMG National Trust Bank Greenwood Village, Colorado	$3.77M	+$392K	1	0.32%	Increased
398	B BP London, United Kingdom	$3.75M	+$129K	1	0.14%	Increased
399	Clifford Swan Investment Counsel Pasadena, California	$3.74M	+$234K	2	0.25%	Increased
400	EI EAM Investors Solana Beach, California	$3.7M	-$1.23M	2	0.5%	Reduced