← 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
Transform Wealth
Transform Wealth
Colorado
$8.17M +$3.87M 1 1% Increased
377
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$8.17M +$3.54M 1 0.21% Increased
378
Oppenheimer & Co
Oppenheimer & Co
New York
$8.16M -$439K 2 0.15% Reduced
379
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$8.14M +$27.2K 1 0.17% Increased
380
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$8.13M -$119K 5 0.04% Reduced
381
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$8.08M +$318K 1 0.41% Increased
382
Beacon Financial Group
Beacon Financial Group
Texas
$8.08M -$242K 1 1.14% Reduced
383
SCA
Summit Creek Advisors
Minnesota
$8.08M -$267K 1 0.97% Reduced
384
EULAV Asset Management
EULAV Asset Management
Florida
$8.05M $0 1 0.21% Maintained
385
Two Sigma Investments
Two Sigma Investments
New York
$8.02M -$19.5M 3 0.02% Reduced
386
WTFG
Wells Trecaso Financial Group
Ohio
$8.01M -$90.5K 1 3.85% Reduced
387
Moors & Cabot
Moors & Cabot
Massachusetts
$7.97M -$261K 1 0.56% Reduced
388
NFJ Investment Group
NFJ Investment Group
Texas
$7.9M +$396K 2 0.15% Increased
389
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$7.9M -$257K 2 0.2% Reduced
390
Jefferies Group
Jefferies Group
New York
$7.88M +$5.89M 2 0.05% Increased
391
Vident Investment Advisory
Vident Investment Advisory
Georgia
$7.84M +$870K 4 0.24% Increased
392
Nissay Asset Management
Nissay Asset Management
Japan
$7.81M +$340K 2 0.07% Increased
393
Dakota Wealth Management
Dakota Wealth Management
Florida
$7.81M +$1.45M 1 0.93% Increased
394
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$7.79M +$335K 1 0.03% Increased
395
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$7.77M -$3.01M 3 0.08% Reduced
396
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$7.76M +$1.39M 2 0.27% Increased
397
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services
Texas
$7.74M +$854K 1 0.97% Increased
398
Group One Trading
Group One Trading
Illinois
$7.71M +$1.45M 3 0.01% Increased
399
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$7.66M +$140K 1 0.94% Increased
400
First National Trust
First National Trust
Pennsylvania
$7.66M +$111K 2 0.47% Increased