← 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	State of Alaska Department of Revenue Juneau, Alaska	$5.41M	+$1.57M	2	0.27%	Increased
377	HR Howe & Rusling Rochester, New York	$5.4M	+$38.7K	2	1%	Increased
378	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$5.4M	$0	1	0.88%	Maintained
379	Ameritas Investment Partners Lincoln, Nebraska	$5.33M	+$35.3K	5	0.25%	Increased
380	SSA South Street Advisors New York	$5.31M	+$440K	2	1.03%	Increased
381	Winton Group London, United Kingdom	$5.3M	+$3.46M	3	0.17%	Increased
382	GL GLG LLC New York	$5.28M	+$3.47M	1	0.34%	Increased
383	Daiwa Securities Group Tokyo, Japan	$5.24M	-$11.7M	2	0.04%	Reduced
384	NCM Nelson Capital Management Menlo Park, California	$5.22M	+$15.1K	1	1.72%	Increased
385	NA Navellier & Associates Reno, Nevada	$5.18M	+$83.7K	3	1.01%	Increased
386	Carnegie Investment Counsel Pepper Pike, Ohio	$5.14M	-$278K	1	0.6%	Reduced
387	DCM Dupont Capital Management Wilmington, Delaware	$5.11M	+$1.26M	2	0.12%	Increased
388	GIM Goelzer Investment Management Carmel, Indiana	$5.06M	+$93.9K	1	0.6%	Increased
389	Douglas Lane & Associates New York	$5.03M	-$897K	1	0.12%	Reduced
390	Fort Washington Investment Advisors Cincinnati, Ohio	$5.03M	-$18.1K	1	0.08%	Reduced
391	CIBC World Markets New York	$4.98M	+$120K	1	0.05%	Increased
392	NIM NXG Investment Management Dallas, Texas	$4.96M	-$68.5K	1	0.16%	Reduced
393	Amalgamated Bank New York	$4.96M	+$39.6K	3	0.15%	Increased
394	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$4.92M	-$113K	1	3.51%	Reduced
395	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$4.92M	-$40.6K	1	0.57%	Reduced
396	RCP RIT Capital Partners London, United Kingdom	$4.88M	+$4.79M	1	10.32%	New
397	FIM Freedom Investment Management Hartford, Connecticut	$4.87M	+$406K	2	0.27%	Increased
398	Stephens Inc Little Rock, Arkansas	$4.85M	-$1.23M	1	0.18%	Reduced
399	SGAM Steinberg Global Asset Management Boca Raton, Florida	$4.84M	-$26.5K	1	0.71%	Reduced
400	CCM Cadence Capital Management Boston, Massachusetts	$4.79M	-$186K	1	0.3%	Reduced