← 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	GH GAM Holding Zurich, Switzerland	$4.39M	-$4.26M	2	0.22%	Reduced
377	AMG National Trust Bank Greenwood Village, Colorado	$4.34M	+$65.8K	1	0.3%	Increased
378	ERM Elm Ridge Management Briarcliff Manor, New York	$4.33M	+$5.28M	1	2.56%	New
379	Bahl & Gaynor Cincinnati, Ohio	$4.31M	-$1.08M	1	0.05%	Reduced
380	Curi RMB Capital Chicago, Illinois	$4.27M	+$153K	1	0.11%	Increased
381	BFG Beacon Financial Group Dallas, Texas	$4.26M	-$88.3K	1	0.8%	Reduced
382	RBA Richard Bernstein Advisors New York	$4.25M	+$46.9K	2	0.16%	Increased
383	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$4.23M	+$1.9M	1	0.95%	Increased
384	Mitsubishi UFJ Asset Management Tokyo, Japan	$4.23M	-$415K	2	0.11%	Reduced
385	SGAM Steinberg Global Asset Management Boca Raton, Florida	$4.22M	+$113K	1	0.72%	Increased
386	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$4.2M	-$278K	1	0.51%	Reduced
387	MC Moors & Cabot Boston, Massachusetts	$4.12M	-$105K	1	0.65%	Reduced
388	DCM Divisar Capital Management San Francisco, California	$4.12M	+$4.28M	1	1.36%	New
389	Mutual of America Capital Management New York	$4.08M	+$96.1K	3	0.07%	Increased
390	TCOV Trust Company of Vermont Brattleboro, Vermont	$4.07M	+$49.2K	2	0.39%	Increased
391	First Citizens Bank & Trust Raleigh, North Carolina	$4.04M	-$15.3K	3	0.49%	Reduced
392	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$4.03M	+$179K	1	0.13%	Increased
393	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$4.01M	-$454K	1	1.3%	Reduced
394	Oppenheimer & Co New York	$4M	+$1.21M	4	0.13%	Increased
395	FTC Farmers Trust Company Youngstown, Ohio	$4M	+$913K	1	1.25%	Increased
396	Ameritas Investment Partners Lincoln, Nebraska	$3.99M	+$59.8K	6	0.22%	Increased
397	CC Clearline Capital New York	$3.95M	+$4.4M	1	2.71%	Increased
398	BCM Bourgeon Capital Management Darien, Connecticut	$3.93M	+$628K	1	2.57%	Increased
399	Dai-ichi Life Insurance Company Tokyo, Japan	$3.88M	-$53.8K	3	0.11%	Reduced
400	WTFG Wells Trecaso Financial Group Akron, Ohio	$3.84M	+$56.8K	1	3.67%	Increased