← 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	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$4.84M	-$59.1K	1	0.14%	Reduced
402	SCM Signia Capital Management Spokane, Washington	$4.83M	+$837K	1	5.39%	Increased
403	AMG National Trust Bank Greenwood Village, Colorado	$4.83M	-$151K	1	0.28%	Reduced
404	Tygh Capital Management Portland, Oregon	$4.82M	+$4.63M	1	0.85%	New
405	Ledyard National Bank	$4.8M	+$303K	1	0.63%	Increased
406	Nissay Asset Management Tokyo, Japan	$4.8M	+$186K	2	0.12%	Increased
407	First Citizens Bank & Trust Raleigh, North Carolina	$4.77M	-$351K	3	0.57%	Reduced
408	First Financial Bank - Trust Division Hamilton, Ohio	$4.75M	+$141K	1	0.7%	Increased
409	WTFG Wells Trecaso Financial Group Akron, Ohio	$4.72M	+$34.5K	1	3.76%	Increased
410	IA Icon Advisers Greenwood Village, Colorado	$4.72M	-$1.45M	1	0.7%	Reduced
411	Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$4.57M	+$688K	2	0.18%	Increased
412	WorldQuant Millennium Advisors New York	$4.54M	+$2.94M	1	0.09%	Increased
413	RWA Wealth Partners Newton, Massachusetts	$4.51M	+$41.5K	1	0.48%	Increased
414	AlphaCrest Capital Management New York	$4.48M	+$3.56M	2	0.27%	Increased
415	LCG Lisanti Capital Growth New York	$4.48M	+$4.23M	2	1.46%	New
416	Fort Washington Investment Advisors Cincinnati, Ohio	$4.48M	+$1.16M	1	0.05%	Increased
417	SSCM Summit Street Capital Management New York	$4.47M	+$1.14M	1	3.14%	Increased
418	DT Investment Partners Chadds Ford, Pennsylvania	$4.47M	+$59.4K	1	0.58%	Increased
419	Baker Avenue Asset Management San Francisco, California	$4.46M	+$235K	1	0.35%	Increased
420	Farmers Trust Company Youngstown, Ohio	$4.41M	-$858K	1	1.22%	Reduced
421	Alpha Omega Wealth Management Richmond, Virginia	$4.38M	+$671K	1	0.71%	Increased
422	Dai-ichi Life Insurance Company Tokyo, Japan	$4.36M	+$1.12M	2	0.1%	Increased
423	Callahan Advisors Houston, Texas	$4.32M	+$364K	1	0.75%	Increased
424	Advisors Asset Management Monument, Colorado	$4.31M	-$1.06M	4	0.08%	Reduced
425	Securian Asset Management St Paul, Minnesota	$4.31M	-$86.7K	2	0.1%	Reduced