← 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	NCM Nelson Capital Management Menlo Park, California	$5.37M	-$777	1	1.67%	Reduced
402	BFG Beacon Financial Group Dallas, Texas	$5.36M	+$5.28M	1	0.93%	New
403	GIM Goelzer Investment Management Carmel, Indiana	$5.2M	-$9.33K	1	0.58%	Reduced
404	RCM Riverhead Capital Management Wilmington, Delaware	$5.19M	+$1.07M	3	0.22%	Increased
405	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$5.19M	-$664K	1	0.88%	Reduced
406	MC Moors & Cabot Boston, Massachusetts	$5.18M	+$222K	1	0.69%	Increased
407	Barings Charlotte, North Carolina	$5.18M	+$3.69M	2	0.07%	Increased
408	Fort Washington Investment Advisors Cincinnati, Ohio	$5.17M	$0	1	0.05%	Maintained
409	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$5.16M	+$104K	1	0.57%	Increased
410	Advisor Group Phoenix, Arizona	$5.14M	+$381K	6	0.07%	Increased
411	Voloridge Investment Management Jupiter, Florida	$5.13M	+$5.04M	1	0.11%	New
412	Fifth Third Bancorp Cincinnati, Ohio	$5.09M	-$392K	4	0.03%	Reduced
413	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$5.04M	-$20.2K	1	3.32%	Reduced
414	TIAAOA Teachers Insurance & Annuity Association of America New York	$4.95M	+$4.87M	1	0.25%	New
415	IHL Investment House LLC Redondo Beach, California	$4.9M	+$51.1K	1	0.6%	Increased
416	SW SVB Wealth Boston, Massachusetts	$4.9M	-$1.01M	2	0.18%	Reduced
417	Intact Investment Management Montreal, Quebec, Canada	$4.88M	$0	1	0.2%	Maintained
418	KC Kepos Capital New York	$4.88M	+$3.11M	1	0.44%	Increased
419	Capital International Los Angeles, California	$4.88M	-$14.5M	2	0.93%	Reduced
420	SGAM Steinberg Global Asset Management Boca Raton, Florida	$4.87M	-$110K	1	0.7%	Reduced
421	VHAM Van Hulzen Asset Management El Dorado Hills, California	$4.87M	+$550K	1	1.48%	Increased
422	MCM Mitchell Capital Management Leawood, Kansas	$4.85M	-$134K	1	1.71%	Reduced
423	AMG National Trust Bank Greenwood Village, Colorado	$4.78M	+$226K	1	0.31%	Increased
424	Cookson Peirce & Co Pittsburgh, Pennsylvania	$4.74M	+$322K	2	0.44%	Increased
425	HBK Investments Dallas, Texas	$4.7M	-$4.98M	2	0.04%	Reduced