← 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	Calamos Advisors Naperville, Illinois	$5.45M	-$14.7M	2	0.03%	Reduced
402	AMG National Trust Bank Greenwood Village, Colorado	$5.41M	+$5.24K	1	0.32%	Increased
403	Nuveen Charlotte, North Carolina	$5.41M	-$4.51M	2	0.03%	Reduced
404	ProShare Advisors Bethesda, Maryland	$5.35M	-$1.05M	4	0.04%	Reduced
405	MC Moors & Cabot Boston, Massachusetts	$5.34M	+$131K	1	0.65%	Increased
406	SEC Seven Eight Capital New York	$5.3M	-$320K	3	0.32%	Reduced
407	RBA Richard Bernstein Advisors New York	$5.24M	$0	2	0.15%	Maintained
408	SGAM Steinberg Global Asset Management Boca Raton, Florida	$5.2M	-$130K	1	0.74%	Reduced
409	CF CNA Financial Chicago, Illinois	$5.15M	+$732K	3	1.06%	Increased
410	CAM Cortina Asset Management Milwaukee, Wisconsin	$5.11M	+$5.73M	1	0.24%	New
411	Brinker Capital Berwyn, Pennsylvania	$5.11M	+$131K	4	0.18%	Increased
412	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$5.1M	+$467K	1	1.53%	Increased
413	TCOV Trust Company of Vermont Brattleboro, Vermont	$5.08M	+$111K	2	0.43%	Increased
414	Employees Retirement System of Texas Austin, Texas	$5.07M	-$214K	3	0.07%	Reduced
415	First Citizens Bank & Trust Raleigh, North Carolina	$5.06M	-$261K	2	0.56%	Reduced
416	CCM Cadence Capital Management Boston, Massachusetts	$5.04M	-$2.11M	1	0.27%	Reduced
417	Fort Washington Investment Advisors Cincinnati, Ohio	$5.03M	+$16.4K	1	0.05%	Increased
418	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$4.98M	+$13.4K	1	0.73%	Increased
419	Norinchukin Bank Tokyo, Japan	$4.94M	+$506K	1	0.07%	Increased
420	Jane Street New York	$4.92M	-$3.43M	2	0.01%	Reduced
421	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$4.89M	-$633K	1	0.15%	Reduced
422	Brookstone Capital Management Wheaton, Illinois	$4.79M	-$516K	1	0.36%	Reduced
423	WTFG Wells Trecaso Financial Group Akron, Ohio	$4.79M	+$1.88K	1	3.97%	Increased
424	B BP London, United Kingdom	$4.77M	+$245K	1	0.15%	Increased
425	Ameritas Investment Partners Lincoln, Nebraska	$4.73M	-$50.8K	6	0.22%	Reduced