← 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	CCM Cadence Capital Management Boston, Massachusetts	$5.05M	+$247K	1	0.35%	Increased
402	Conning Inc Hartford, Connecticut	$5.04M	-$289K	1	0.18%	Reduced
403	GIM Goelzer Investment Management Carmel, Indiana	$5.03M	-$8K	1	0.62%	Reduced
404	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$5.02M	+$1.21M	1	0.65%	Increased
405	SGAM Steinberg Global Asset Management Boca Raton, Florida	$4.94M	+$50K	1	0.75%	Increased
406	SW SVB Wealth Boston, Massachusetts	$4.94M	+$1.55M	2	0.19%	Increased
407	Williams Jones & Associates New York	$4.92M	-$63.3K	1	0.12%	Reduced
408	CIBC World Markets New York	$4.92M	+$1.24M	1	0.05%	Increased
409	QS Investors New York	$4.92M	+$535K	3	0.04%	Increased
410	SSA South Street Advisors New York	$4.83M	+$3.3M	2	1.58%	Increased
411	Amalgamated Bank New York	$4.83M	+$1.45M	3	0.16%	Increased
412	Intact Investment Management Montreal, Quebec, Canada	$4.81M	-$1.35M	1	0.21%	Reduced
413	NA Navellier & Associates Reno, Nevada	$4.73M	+$420K	3	0.71%	Increased
414	MPA Marvin & Palmer Associates Wilmington, Delaware	$4.72M	+$980K	1	3.58%	Increased
415	GHCM Glen Harbor Capital Management San Diego, California	$4.64M	-$189K	3	0.11%	Reduced
416	CF CNA Financial Chicago, Illinois	$4.46M	+$191K	2	1.05%	Increased
417	Swiss Life Asset Management Zurich,	$4.45M	+$2.82M	2	0.11%	Increased
418	AMG National Trust Bank Greenwood Village, Colorado	$4.42M	+$63.3K	1	0.32%	Increased
419	Advisors Asset Management Monument, Colorado	$4.4M	-$57.4K	3	0.07%	Reduced
420	Artemis Investment Management Edinburgh, United Kingdom	$4.33M	-$15.6M	1	0.11%	Reduced
421	Caxton Associates (New York) New York	$4.31M	+$3.8M	2	0.17%	Increased
422	CC ClearArc Capital Cincinnati, Ohio	$4.27M	+$2.49M	1	0.69%	Increased
423	Advisor Group Phoenix, Arizona	$4.24M	+$900K	5	0.07%	Increased
424	MCM Mitchell Capital Management Leawood, Kansas	$4.24M	-$32.7K	1	1.62%	Reduced
425	CAM Capstone Asset Management Houston, Texas	$4.24M	-$104K	3	0.12%	Reduced