← 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	$4.88M	-$87.9K	1	0.82%	Reduced
377	CIC Cornercap Investment Counsel Atlanta, Georgia	$4.88M	+$80.6K	1	0.83%	Increased
378	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$4.86M	-$1.42K	1	3.73%	Reduced
379	GIM Goelzer Investment Management Carmel, Indiana	$4.8M	+$49.8K	1	0.6%	Increased
380	Williams Jones & Associates New York	$4.75M	-$196K	1	0.12%	Reduced
381	SGAM Smith Group Asset Management Dallas, Texas	$4.72M	-$87.3K	1	0.14%	Reduced
382	MIP Marietta Investment Partners Milwaukee, Wisconsin	$4.71M	+$4.52M	2	1.57%	New
383	LCM Lucha Capital Management San Francisco, California	$4.71M	-$3.39M	1	2.4%	Reduced
384	Synovus Financial Columbus, Georgia	$4.67M	+$470K	1	0.1%	Increased
385	SGAM Steinberg Global Asset Management Boca Raton, Florida	$4.66M	+$147K	1	0.74%	Increased
386	Bahl & Gaynor Cincinnati, Ohio	$4.64M	+$373K	1	0.05%	Increased
387	GHCM Glen Harbor Capital Management San Diego, California	$4.64M	+$662K	3	0.12%	Increased
388	AEGON Asset Management (UK) Edinburgh, United Kingdom	$4.6M	-$409K	1	0.12%	Reduced
389	CCM Cadence Capital Management Boston, Massachusetts	$4.57M	-$784K	1	0.32%	Reduced
390	TCM Twin Capital Management Mcmurray, Pennsylvania	$4.57M	+$1.26M	1	0.28%	Increased
391	Squarepoint New York	$4.54M	-$864K	1	0.13%	Reduced
392	TCM Timpani Capital Management Milwaukee, Wisconsin	$4.5M	-$223K	1	1.8%	Reduced
393	Bessemer Group Woodbridge, New Jersey	$4.5M	+$618K	4	0.02%	Increased
394	Advisors Asset Management Monument, Colorado	$4.32M	+$350K	3	0.07%	Increased
395	WAM World Asset Management Detroit, Michigan	$4.29M	+$493K	3	0.14%	Increased
396	NA Navellier & Associates Reno, Nevada	$4.23M	+$1.37M	3	0.62%	Increased
397	ICRM Insight Capital Research & Management Walnut Creek, California	$4.23M	+$747K	1	2.38%	Increased
398	B BP London, United Kingdom	$4.23M	$0	1	0.16%	Maintained
399	CAM Capstone Asset Management Houston, Texas	$4.21M	-$126K	3	0.12%	Reduced
400	Ladenburg Thalmann Financial Services Miami, Florida	$4.19M	+$516K	5	0.05%	Increased