← 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	GWM Graybill Wealth Management Elmhurst, Illinois	$2.65M	-$29.6K	1	2.29%	Reduced
402	New Mexico Educational Retirement Board Santa Fe, New Mexico	$2.64M	-$97.5K	1	0.13%	Reduced
403	GWM Greenwich Wealth Management Greenwich, Connecticut	$2.63M	-$2.21M	1	0.65%	Reduced
404	United Capital Financial Advisors Irving, Texas	$2.63M	+$733K	2	0.03%	Increased
405	MLICM Metropolitan Life Insurance Company (MetLife) New York	$2.6M	-$209K	2	0.02%	Reduced
406	Los Angeles Capital Management Los Angeles, California	$2.6M	-$220K	3	0.02%	Reduced
407	Manning & Napier Advisors Fairport, New York	$2.6M	-$179K	1	0.02%	Reduced
408	Sumitomo Life Insurance Tokyo, Japan	$2.59M	+$168K	1	0.33%	Increased
409	SGAM Smith Group Asset Management Dallas, Texas	$2.59M	+$2.61M	1	0.08%	New
410	CIBC Private Wealth Group Atlanta, Georgia	$2.58M	-$821K	1	0.02%	Reduced
411	Clifford Swan Investment Counsel Pasadena, California	$2.57M	+$951K	2	0.18%	Increased
412	ICRM Insight Capital Research & Management Walnut Creek, California	$2.57M	+$2.51M	1	0.75%	New
413	Vident Investment Advisory Alpharetta, Georgia	$2.56M	+$1.83M	1	0.32%	Increased
414	Fidelity International Hamilton, Bermuda	$2.56M	-$29.9M	1	0.01%	Reduced
415	SW SVB Wealth Boston, Massachusetts	$2.54M	-$988K	1	0.1%	Reduced
416	BWM Braver Wealth Management Needham, Massachusetts	$2.52M	-$1.64M	1	0.52%	Reduced
417	Carnegie Investment Counsel Pepper Pike, Ohio	$2.51M	-$51.2K	1	0.44%	Reduced
418	JP Morgan Private Wealth Advisors San Francisco, California	$2.5M	-$3.48K	2	0.03%	Reduced
419	CAM Cubic Asset Management Boston, Massachusetts	$2.47M	+$542	1	0.86%	Increased
420	ECM EagleClaw Capital Management Boston, Massachusetts	$2.42M	-$56.9K	1	1.6%	Reduced
421	Engineers Gate Manager New York	$2.4M	-$3.87M	1	0.16%	Reduced
422	Evergreen Capital Management Bellevue, Washington	$2.39M	-$84.2K	1	0.57%	Reduced
423	People's United Financial Bridgeport, Connecticut	$2.32M	-$224K	1	0.12%	Reduced
424	Norinchukin Bank Tokyo, Japan	$2.32M	-$277K	1	0.06%	Reduced
425	GH GAM Holding Zurich, Switzerland	$2.32M	-$74.1K	2	0.04%	Reduced