← 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	MIP Marietta Investment Partners Milwaukee, Wisconsin	$5.94M	-$280K	1	1.69%	Reduced
377	LSC Lesa Sroufe & Co Seattle, Washington	$5.9M	-$47.7K	1	4.88%	Reduced
378	SSA South Street Advisors New York	$5.87M	+$192K	2	1.78%	Increased
379	MN Services Vermogensbeheer The Hague, Netherlands	$5.81M	-$409K	2	0.18%	Reduced
380	AIA AGF Investments America Toronto, Ontario, Canada	$5.79M	-$183K	1	2.16%	Reduced
381	Capital International Sarl Los Angeles, California	$5.77M	-$4.59M	1	0.54%	Reduced
382	CCM Cadence Capital Management Boston, Massachusetts	$5.75M	+$626K	2	0.37%	Increased
383	EI EAM Investors Solana Beach, California	$5.73M	+$2.82M	2	1.03%	Increased
384	PC Pier Capital Stamford, Connecticut	$5.71M	-$631K	1	0.98%	Reduced
385	Hennessy Advisors Inc Novato, California	$5.69M	$0	1	0.17%	Maintained
386	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.63M	-$510K	2	0.54%	Reduced
387	FA FDx Advisors Chicago, Illinois	$5.62M	-$1.79M	4	0.15%	Reduced
388	Stephens Inc Little Rock, Arkansas	$5.61M	+$614K	1	0.21%	Increased
389	CIC Cornercap Investment Counsel Atlanta, Georgia	$5.59M	-$41.6K	1	0.77%	Reduced
390	Beutel, Goodman & Co Toronto, Ontario, Canada	$5.57M	+$6.86M	1	0.04%	New
391	TH Timber Hill Greenwich, Connecticut	$5.54M	+$5.45M	1	0.36%	New
392	ExxonMobil Investment Management Irving, Texas	$5.54M	-$868K	1	0.15%	Reduced
393	OCM Olstein Capital Management Purchase, New York	$5.53M	+$5.44M	1	0.7%	New
394	HR Howe & Rusling Rochester, New York	$5.5M	-$54K	2	1%	Reduced
395	Nissay Asset Management Tokyo, Japan	$5.5M	+$5.43M	2	0.17%	New
396	Brookstone Capital Management Wheaton, Illinois	$5.49M	-$321K	1	0.49%	Reduced
397	Amalgamated Bank New York	$5.49M	+$453K	3	0.15%	Increased
398	Nikko Asset Management Americas New York	$5.44M	+$785K	1	0.14%	Increased
399	GL GLG LLC New York	$5.43M	$0	1	0.39%	Maintained
400	Ladenburg Thalmann Financial Services Miami, Florida	$5.42M	+$1.07M	5	0.05%	Increased