← 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	TC TFS Capital West Chester, Pennsylvania	$3.58M	+$3.14M	1	0.31%	Increased
402	SCM Seamans Capital Management Boston, Massachusetts	$3.5M	-$50.8K	1	5.9%	Reduced
403	BCM Bourgeon Capital Management Darien, Connecticut	$3.47M	+$993K	1	2.03%	Increased
404	AQR Capital Management Greenwich, Connecticut	$3.46M	-$1.27M	3	0.01%	Reduced
405	Twin Tree Management Dallas, Texas	$3.46M	+$3.87M	1	0.09%	New
406	SC Skylands Capital Milwaukee, Wisconsin	$3.43M	-$28.4K	1	0.35%	Reduced
407	Voloridge Investment Management Jupiter, Florida	$3.4M	+$3.81M	1	0.16%	New
408	Virtu KCG Holdings New York	$3.38M	+$1.59M	3	0.07%	Increased
409	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.37M	-$56.2K	3	0.16%	Reduced
410	MC Moors & Cabot Boston, Massachusetts	$3.35M	-$263K	1	0.57%	Reduced
411	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$3.34M	-$11.4M	1	0.34%	Reduced
412	AIA Alerus Investment Advisors Wayzata, Minnesota	$3.34M	+$305K	1	0.58%	Increased
413	AHL Partners London, United Kingdom	$3.28M	+$3.45M	1	0.25%	New
414	Segall Bryant & Hamill Chicago, Illinois	$3.28M	-$50K	1	0.08%	Reduced
415	MC Middleton & Co Boston, Massachusetts	$3.27M	-$281K	1	0.77%	Reduced
416	CIBC Asset Management Toronto, Ontario, Canada	$3.23M	-$4.46K	2	0.02%	Reduced
417	ST Semper Trust King Of Prussia, Pennsylvania	$3.22M	-$1.11M	1	1.58%	Reduced
418	MP Manifold Partners San Francisco, California	$3.21M	+$3.6M	1	2.15%	New
419	PP Patten & Patten Chattanooga, Tennessee	$3.2M	+$913K	1	0.51%	Increased
420	WIC Willis Investment Counsel Gainesville, Georgia	$3.2M	$0	1	0.34%	Maintained
421	CIBC Private Wealth Group Atlanta, Georgia	$3.18M	+$126K	1	0.03%	Increased
422	Whitebox Advisors Minneapolis, Minnesota	$3.17M	+$1.01M	1	0.12%	Increased
423	BOK Financial Tulsa, Oklahoma	$3.17M	-$7.29M	1	0.11%	Reduced
424	MSP Madison Street Partners Denver, Colorado	$3.15M	+$549K	1	4.77%	Increased
425	PRC Platte River Capital Denver, Colorado	$3.13M	-$2.34M	1	0.81%	Reduced