← 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	CAM Capstone Asset Management Houston, Texas	$3.69M	-$635K	3	0.11%	Reduced
402	Bridgeway Capital Management Houston, Texas	$3.67M	-$2.56M	2	0.05%	Reduced
403	Huntington National Bank Columbus, Ohio	$3.67M	+$1.54M	3	0.07%	Increased
404	Ameritas Investment Partners Lincoln, Nebraska	$3.64M	+$1.38M	2	0.2%	Increased
405	Bridgewater Associates Westport, Connecticut	$3.63M	-$3.92M	2	0.04%	Reduced
406	Manning & Napier Advisors Fairport, New York	$3.59M	+$37.2K	1	0.02%	Increased
407	WAM World Asset Management Detroit, Michigan	$3.59M	+$68K	2	0.13%	Increased
408	Shinko Asset Management Company Tokyo, Japan	$3.58M	-$1.44M	3	0.02%	Reduced
409	FAT First American Trust Santa Ana, California	$3.54M	+$871K	1	1.11%	Increased
410	BIC Bridges Investment Counsel Omaha, Nebraska	$3.52M	-$12.9K	1	0.74%	Reduced
411	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.5M	-$580K	3	0.18%	Reduced
412	Synovus Financial Columbus, Georgia	$3.5M	+$541K	1	0.08%	Increased
413	SG Americas Securities New York	$3.45M	+$2.31M	4	0.04%	Increased
414	Stephens Inc Little Rock, Arkansas	$3.44M	+$1.07M	1	0.15%	Increased
415	LPL Financial San Diego, California	$3.44M	+$306K	3	0.03%	Increased
416	WesBanco Bank Wheeling, West Virginia	$3.44M	-$1.05M	1	0.2%	Reduced
417	CIBC Asset Management Toronto, Ontario, Canada	$3.44M	-$263K	2	0.03%	Reduced
418	TCM Timpani Capital Management Milwaukee, Wisconsin	$3.41M	+$3.06M	1	1.36%	New
419	LSA L & S Advisors Los Angeles, California	$3.38M	-$468K	1	0.93%	Reduced
420	ECM Estabrook Capital Management New York	$3.38M	-$38.8K	1	0.5%	Reduced
421	UR USCA RIA Houston, Texas	$3.35M	+$174K	1	0.56%	Increased
422	Advisors Asset Management Monument, Colorado	$3.31M	+$179K	3	0.05%	Increased
423	TCW Group Los Angeles, California	$3.31M	-$210K	2	0.03%	Reduced
424	SAM Securian Asset Management St Paul, Minnesota	$3.29M	+$345K	2	0.09%	Increased
425	Daiwa Securities Group Tokyo, Japan	$3.27M	+$1.7M	3	0.02%	Increased