← 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	MIM Marco Investment Management Atlanta, Georgia	$2.59M	-$72.5K	1	0.51%	Reduced
402	CIM Corbyn Investment Management Lutherville, Maryland	$2.58M	+$133K	1	0.66%	Increased
403	F.L. Putnam Investment Management Lynnfield, Massachusetts	$2.58M	-$235K	1	0.32%	Reduced
404	ID Integral Derivatives New York	$2.58M	+$2.97M	1	0.07%	New
405	Norinchukin Bank Tokyo, Japan	$2.55M	+$17.8K	1	0.07%	Increased
406	Fisher Asset Management Camas, Washington	$2.54M	+$2.49M	1	0.01%	New
407	Driehaus Capital Management Chicago, Illinois	$2.53M	+$164K	1	0.09%	Increased
408	GWM Graybill Wealth Management Elmhurst, Illinois	$2.52M	+$100K	1	2.06%	Increased
409	CAM ClariVest Asset Management San Diego, California	$2.5M	+$804K	1	0.08%	Increased
410	People's United Financial Bridgeport, Connecticut	$2.5M	+$65.3K	1	0.14%	Increased
411	EI EAM Investors Solana Beach, California	$2.49M	-$568K	1	0.39%	Reduced
412	Jefferies Group New York	$2.48M	+$70.5K	2	0.01%	Increased
413	SHA Smith Hayes Advisers Lincoln, Nebraska	$2.46M	-$22K	1	0.53%	Reduced
414	JP Morgan Private Wealth Advisors San Francisco, California	$2.45M	-$1.07M	2	0.03%	Reduced
415	CAM Cubic Asset Management Boston, Massachusetts	$2.44M	-$295	1	0.87%	Reduced
416	ECM EagleClaw Capital Management Boston, Massachusetts	$2.44M	-$51.7K	1	1.71%	Reduced
417	CIBC Asset Management Toronto, Ontario, Canada	$2.43M	+$17.3K	2	0.02%	Increased
418	Evergreen Capital Management Bellevue, Washington	$2.43M	+$110K	1	0.63%	Increased
419	MLICM Metropolitan Life Insurance Company (MetLife) New York	$2.4M	+$63.5K	3	0.02%	Increased
420	Sumitomo Life Insurance Tokyo, Japan	$2.4M	+$239K	1	0.32%	Increased
421	Ameritas Investment Partners Lincoln, Nebraska	$2.37M	+$1.25M	2	0.17%	Increased
422	Advisors Asset Management Monument, Colorado	$2.34M	-$1.61M	3	0.04%	Reduced
423	MWVC Morgens Waterfall Vintiadis & Co New York	$2.32M	$0	1	1.28%	Maintained
424	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.31M	-$55.8K	1	0.93%	Reduced
425	SFM Systematic Financial Management Teaneck, New Jersey	$2.31M	-$4.84M	1	0.02%	Reduced