← 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
401	EWM Edge Wealth Management New York	$3.48M	+$1.64M	1	2.13%	Increased
402	Scout Investments Kansas City, Missouri	$3.46M	-$3.88K	1	0.02%	Reduced
403	BCM BBT Capital Management Fort Worth, Texas	$3.45M	+$3.37M	1	0.17%	New
404	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$3.45M	$0	1	0.42%	Maintained
405	CA Cullinan Associates Louisville, Kentucky	$3.44M	+$768K	1	0.46%	Increased
406	Aberdeen Asset Management Aberdeen, United Kingdom	$3.42M	-$196K	1	0.01%	Reduced
407	City National Bank Beverly Hills, Delaware	$3.4M	+$320K	1	0.06%	Increased
408	JP Morgan Private Wealth Advisors San Francisco, California	$3.32M	+$271K	2	0.08%	Increased
409	TCM Tygh Capital Management Portland, Oregon	$3.27M	+$3.03M	1	0.73%	New
410	TWI Thomas White International Chicago, Illinois	$3.26M	-$524K	1	0.47%	Reduced
411	CIBC Asset Management Toronto, Ontario, Canada	$3.22M	-$164K	1	0.02%	Reduced
412	Robeco Schweiz Zurich, Switzerland	$3.13M	-$1.77M	1	0.26%	Reduced
413	CO Caldwell & Orkin Norcross, Georgia	$3.13M	+$1.32M	1	1.84%	Increased
414	Brandywine Global Investment Management Philadelphia, Pennsylvania	$3.11M	+$408K	1	0.03%	Increased
415	IA Icon Advisers Greenwood Village, Colorado	$3.11M	-$672	1	0.24%	Reduced
416	Congress Asset Management Boston, Massachusetts	$3.1M	+$1.41M	1	0.09%	Increased
417	WBC Westpac Banking Corp Sydney, Australia	$3.07M	-$1.32M	2	0.04%	Reduced
418	SFS Strategic Financial Services Utica, New York	$3.06M	-$38.6K	1	1.03%	Reduced
419	DIA Denver Investment Advisors Denver, Colorado	$2.97M	-$2.96M	1	0.06%	Reduced
420	CC ClearArc Capital Cincinnati, Ohio	$2.96M	-$470K	1	0.83%	Reduced
421	Huntington National Bank Columbus, Ohio	$2.96M	+$66.4K	3	0.09%	Increased
422	Veritable Wilmington, Delaware	$2.93M	-$384K	1	0.07%	Reduced
423	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.91M	+$120K	2	0.66%	Increased
424	SAM Securian Asset Management St Paul, Minnesota	$2.91M	+$23K	1	0.12%	Increased
425	Carnegie Investment Counsel Pepper Pike, Ohio	$2.87M	+$103K	1	0.88%	Increased