← 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
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.4M +$8.81M 2 0.09% Increased
402
Chicago Capital
Chicago Capital
Illinois
$19.3M +$5.46M 1 0.58% Increased
403
Wealthfront Advisers
Wealthfront Advisers
California
$19M +$396K 2 0.06% Increased
404
Group One Trading
Group One Trading
Illinois
$18.8M +$2.77M 4 0.07% Increased
405
Allworth Financial
Allworth Financial
California
$18.7M +$18.1M 5 0.12% Increased
406
Goelzer Investment Management
Goelzer Investment Management
Indiana
$18.6M -$628K 1 1.04% Reduced
407
AIM
Arcadia Investment Management
Michigan
$17.9M -$747K 2 3.06% Reduced
408
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$17.8M -$2.18M 1 0.34% Reduced
409
Alerus Financial
Alerus Financial
North Dakota
$17.8M -$966K 1 1.33% Reduced
410
SVB Wealth
SVB Wealth
Massachusetts
$17.6M -$3.68M 2 0.44% Reduced
411
Synovus Financial
Synovus Financial
Georgia
$17.6M -$782K 3 0.23% Reduced
412
Atria Wealth Solutions
Atria Wealth Solutions
New York
$17.6M +$381K 4 0.19% Increased
413
IAM
Iridian Asset Management
Connecticut
$17.3M -$4.16M 1 3.89% Reduced
414
Braun Stacey Associates
Braun Stacey Associates
New York
$17.3M +$763K 1 0.67% Increased
415
Jump Financial
Jump Financial
Illinois
$17M +$3.56M 3 0.34% Increased
416
Pacer Advisors
Pacer Advisors
Pennsylvania
$16.9M +$955K 3 0.04% Increased
417
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$16.8M -$2.04M 2 0.69% Reduced
418
FAB
First American Bank
Illinois
$16.7M +$78.8K 1 1.25% Increased
419
WTFG
Wells Trecaso Financial Group
Ohio
$16.4M -$293K 1 5.68% Reduced
420
LMR Partners
LMR Partners
United Kingdom
$16.2M +$12.3M 3 0.14% Increased
421
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$16.1M +$479K 4 0.17% Increased
422
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$16.1M +$479K 4 0.17% Increased
423
Verition Fund Management
Verition Fund Management
Connecticut
$16.1M +$11.2M 6 0.09% Increased
424
Trexquant Investment
Trexquant Investment
Connecticut
$16M -$5.83M 4 0.24% Reduced
425
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$16M +$1.43M 2 0.26% Increased