← 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	MC Moors & Cabot Boston, Massachusetts	$4.5M	-$50K	1	0.74%	Reduced
377	Williams Jones & Associates New York	$4.49M	+$592K	1	0.13%	Increased
378	Ameritas Investment Partners Lincoln, Nebraska	$4.48M	+$750K	2	0.23%	Increased
379	AEGON Asset Management (UK) Edinburgh, United Kingdom	$4.47M	+$364K	1	0.13%	Increased
380	Fort Washington Investment Advisors Cincinnati, Ohio	$4.47M	+$2.88M	1	0.07%	Increased
381	NCM Nelson Capital Management Menlo Park, California	$4.46M	-$113K	1	1.56%	Reduced
382	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$4.4M	-$24.6K	1	3.73%	Reduced
383	South Dakota Investment Council Sioux Falls, South Dakota	$4.37M	-$584K	1	0.09%	Reduced
384	Artemis Investment Management Edinburgh, United Kingdom	$4.35M	+$4.07M	1	0.12%	New
385	CIC Cornercap Investment Counsel Atlanta, Georgia	$4.34M	+$997K	1	0.75%	Increased
386	First Citizens Bank & Trust Raleigh, North Carolina	$4.31M	-$1.9M	2	0.47%	Reduced
387	Carnegie Investment Counsel Pepper Pike, Ohio	$4.3M	+$934K	1	0.57%	Increased
388	GIM Goelzer Investment Management Carmel, Indiana	$4.3M	+$144K	1	0.56%	Increased
389	CF CNA Financial Chicago, Illinois	$4.2M	-$668K	1	0.94%	Reduced
390	Fifth Third Bancorp Cincinnati, Ohio	$4.14M	-$1.62M	2	0.03%	Reduced
391	Manning & Napier Advisors Fairport, New York	$4.1M	+$426K	1	0.03%	Increased
392	SGAM Steinberg Global Asset Management Boca Raton, Florida	$4.07M	-$56.4K	1	0.69%	Reduced
393	ARTA A.R.T. Advisors New York	$4.05M	+$3.41M	1	0.24%	Increased
394	UR USCA RIA Houston, Texas	$4.03M	+$594K	1	0.62%	Increased
395	AMG National Trust Bank Greenwood Village, Colorado	$4.01M	+$159K	1	0.33%	Increased
396	ProShare Advisors Bethesda, Maryland	$3.97M	+$963K	3	0.04%	Increased
397	Fred Alger Management New York	$3.9M	-$40.5M	2	0.02%	Reduced
398	Walleye Trading New York	$3.88M	-$447K	3	0.03%	Reduced
399	GC Gratry & Company Beachwood, Ohio	$3.87M	-$516K	1	3.41%	Reduced
400	EP Elkfork Partners Portland, Oregon	$3.85M	+$3.77M	3	0.13%	New