← 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	OCM Olstein Capital Management Purchase, New York	$5.32M	-$972K	1	0.83%	Reduced
377	NCGI Next Century Growth Investors Plymouth, Minnesota	$5.31M	+$162K	1	0.85%	Increased
378	PAM Private Asset Management San Diego, California	$5.3M	-$313K	1	0.92%	Reduced
379	MC Moors & Cabot Boston, Massachusetts	$5.26M	+$140K	1	0.58%	Increased
380	TW Transform Wealth Greenwood Village, Colorado	$5.26M	-$172K	1	0.93%	Reduced
381	Loews Corp New York	$5.24M	-$3.58M	2	0.04%	Reduced
382	Waratah Capital Advisors Toronto, Ontario, Canada	$5.2M	+$5M	1	0.59%	New
383	First Horizon Advisors Memphis, Tennessee	$5.14M	-$20.6K	4	0.4%	Reduced
384	Norinchukin Bank Tokyo, Japan	$5.13M	+$82.3K	1	0.07%	Increased
385	William Blair & Company Chicago, Illinois	$5.12M	+$864K	2	0.03%	Increased
386	AIM Arcadia Investment Management Kalamazoo, Michigan	$5.08M	+$103K	2	1.39%	Increased
387	TCOV Trust Company of Vermont Brattleboro, Vermont	$5.07M	-$129K	1	0.41%	Reduced
388	TAM Tiverton Asset Management Wilimington, Delaware	$5.05M	-$448K	2	0.18%	Reduced
389	First National Trust Hermitage, Pennsylvania	$5.04M	+$395K	1	0.45%	Increased
390	NA Neuburgh Advisers Los Angeles, California	$5.04M	-$2.67M	1	0.16%	Reduced
391	Marshall Wace North America New York	$4.97M	+$3.05M	2	0.03%	Increased
392	Ameritas Investment Partners Lincoln, Nebraska	$4.97M	-$28.8K	4	0.23%	Reduced
393	Intact Investment Management Montreal, Quebec, Canada	$4.91M	$0	1	0.17%	Maintained
394	BFG Beacon Financial Group Dallas, Texas	$4.91M	-$63K	1	0.84%	Reduced
395	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$4.9M	-$46.5K	1	0.5%	Reduced
396	Avalon Investment & Advisory Houston, Texas	$4.9M	+$2.42M	1	0.11%	Increased
397	FNT First Nebraska Trust Lincoln, Nebraska	$4.9M	-$8.1K	1	0.81%	Reduced
398	M MOTCO San Antonio, Texas	$4.88M	+$638K	2	0.44%	Increased
399	Cullen Capital Management New York	$4.86M	+$167K	1	0.2%	Increased
400	Susquehanna International Group Bala Cynwyd, Pennsylvania	$4.85M	-$3.77M	5	0%	Reduced