← 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	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.92M	-$396K	1	0.17%	Reduced
402	BOK Financial Tulsa, Oklahoma	$3.91M	+$502K	1	0.14%	Increased
403	MC Moors & Cabot Boston, Massachusetts	$3.91M	+$317K	1	0.66%	Increased
404	SCM Stevens Capital Management Radnor, Pennsylvania	$3.91M	-$17.5M	1	0.13%	Reduced
405	City National Bank Beverly Hills, Delaware	$3.82M	-$344K	1	0.03%	Reduced
406	CA Cullinan Associates Louisville, Kentucky	$3.8M	-$164K	1	0.4%	Reduced
407	PFC Phocas Financial Corp Alameda, California	$3.8M	-$3.77M	0	–	Closed
408	MC Middleton & Co Boston, Massachusetts	$3.7M	+$180K	1	0.83%	Increased
409	HCA Horan Capital Advisors Cincinnati, Ohio	$3.69M	+$1.04M	1	3.05%	Increased
410	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.69M	-$29.5K	3	0.17%	Reduced
411	GH GAM Holding Zurich, Switzerland	$3.65M	-$15.1K	3	0.05%	Reduced
412	DIA Denver Investment Advisors Denver, Colorado	$3.61M	-$1.05M	1	0.12%	Reduced
413	CC Curian Capital Denver, Colorado	$3.6M	+$882K	1	0.06%	Increased
414	Saba Capital Management New York	$3.6M	+$2.4M	1	0.29%	Increased
415	Carnegie Investment Counsel Pepper Pike, Ohio	$3.55M	+$628K	1	0.67%	Increased
416	QS Investors New York	$3.55M	+$2.08M	3	0.04%	Increased
417	RR Robotti Robert	$3.54M	-$2.98M	1	1.99%	Reduced
418	DC Deere & Company Moline, Illinois	$3.5M	+$1.83M	3	0.19%	Increased
419	LCP Lombardia Capital Partners Pasadena, California	$3.49M	+$305K	1	0.1%	Increased
420	MIM Marco Investment Management Atlanta, Georgia	$3.46M	+$422K	1	0.43%	Increased
421	CAM Capstone Asset Management Houston, Texas	$3.43M	+$184K	3	0.1%	Increased
422	PP Patten & Patten Chattanooga, Tennessee	$3.42M	-$12.5K	1	0.52%	Reduced
423	MSP Madison Street Partners Denver, Colorado	$3.41M	+$2.33K	1	5.26%	Increased
424	FBP Flippin Bruce & Porter Lynchburg, Virginia	$3.4M	+$3.3M	1	1.09%	New
425	HHC Hutchin Hill Capital New York	$3.39M	+$1.32M	1	0.12%	Increased