← 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	SEC Seven Eight Capital New York	$5.92M	+$5.38M	3	0.41%	Increased
377	Advisors Asset Management Monument, Colorado	$5.89M	+$1.3M	4	0.1%	Increased
378	ProShare Advisors Bethesda, Maryland	$5.85M	-$1.27M	4	0.04%	Reduced
379	Squarepoint New York	$5.81M	-$5.72M	4	0.08%	Reduced
380	Ladenburg Thalmann Financial Services Miami, Florida	$5.75M	$0	6	0.05%	Maintained
381	OCM Olstein Capital Management Purchase, New York	$5.68M	+$464K	1	0.75%	Increased
382	Stephens Inc Little Rock, Arkansas	$5.67M	+$292K	1	0.17%	Increased
383	CAM ClariVest Asset Management San Diego, California	$5.64M	-$2.42M	2	0.1%	Reduced
384	WBC Westpac Banking Corp Sydney, Australia	$5.63M	+$5.37M	1	0.11%	New
385	CIC Cornercap Investment Counsel Atlanta, Georgia	$5.61M	+$353K	1	0.8%	Increased
386	Steward Partners Investment Advisory New York	$5.59M	+$764K	4	0.33%	Increased
387	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.59M	-$157K	2	0.12%	Reduced
388	PAM Private Asset Management San Diego, California	$5.54M	+$5.73M	1	0.89%	New
389	EWM Edge Wealth Management New York	$5.54M	-$90.4K	1	1.41%	Reduced
390	HR Howe & Rusling Rochester, New York	$5.47M	+$365K	2	0.99%	Increased
391	MCM Mitchell Capital Management Leawood, Kansas	$5.32M	-$162K	1	1.92%	Reduced
392	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$5.3M	+$789K	3	0.07%	Increased
393	Varma Mutual Pension Insurance Co Helsinki, Finland	$5.28M	+$5.48M	1	0.13%	New
394	NCM Nelson Capital Management Menlo Park, California	$5.17M	+$82.8K	1	1.33%	Increased
395	HBK Investments Dallas, Texas	$5.11M	-$4.84M	1	0.03%	Reduced
396	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$5.1M	+$398K	1	3.45%	Increased
397	Curi RMB Capital Chicago, Illinois	$4.99M	-$1.92M	1	0.12%	Reduced
398	OCM Osterweis Capital Management San Francisco, California	$4.97M	+$1.85M	1	0.32%	Increased
399	RBA Richard Bernstein Advisors New York	$4.94M	-$2.32M	2	0.16%	Reduced
400	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$4.92M	+$23.7K	1	0.55%	Increased