← 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
426	NIMC NWQ Investment Management Company Los Angeles, California	$2.04M	+$1.96M	1	0.02%	New
427	Madison Investment Holdings Madison, Wisconsin	$2.01M	+$1.87M	1	0.04%	New
428	Zurich Cantonal Bank Zurich, Switzerland	$2M	+$1.91M	3	0.07%	New
429	Foresters Investment Management New York	$1.97M	+$1.89M	1	0.06%	New
430	AMI Amica Mutual Insurance Providence, Rhode Island	$1.95M	+$1.87M	1	0.17%	New
431	DL Delta Lloyd Amsterdam, Netherlands	$1.94M	+$1.8M	2	0.07%	New
432	BB&T Securities Richmond, Virginia	$1.93M	+$1.85M	1	0.06%	New
433	Jacobs Levy Equity Management Florham Park, New Jersey	$1.93M	+$1.98M	1	0.03%	New
434	WC Walthausen & Co Malta, New York	$1.91M	+$1.78M	1	0.19%	New
435	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1.88M	+$1.8M	1	1.39%	New
436	CPIM Columbia Partners Investment Management Alexandria, Virginia	$1.85M	+$1.77M	1	0.09%	New
437	ZCM Ziegler Capital Management Chicago, Illinois	$1.8M	+$1.72M	1	0.19%	New
438	Fort Washington Investment Advisors Cincinnati, Ohio	$1.79M	+$1.72M	1	0.04%	New
439	QS Investors New York	$1.77M	+$1.75M	2	0.06%	New
440	AT Arden Trust Wilmington, Delaware	$1.75M	+$1.68M	1	0.21%	New
441	GWM Graybill Wealth Management Elmhurst, Illinois	$1.75M	+$1.63M	1	1.57%	New
442	ETrade Capital Management Arlington, Virginia	$1.74M	+$1.72M	2	0.19%	New
443	EWM Edge Wealth Management New York	$1.72M	+$1.65M	1	1.15%	New
444	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.72M	+$1.64M	1	0.38%	New
445	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.71M	+$1.64M	1	0.22%	New
446	CO Caldwell & Orkin Norcross, Georgia	$1.7M	+$1.63M	1	0.93%	New
447	Creative Planning Overland Park, Kansas	$1.7M	+$1.6M	2	0.04%	New
448	MLL Moody Lynn & Lieberson Boston, Massachusetts	$1.68M	+$1.61M	1	0.29%	New
449	DM Delphi Management Brookline, Massachusetts	$1.67M	+$1.6M	1	0.2%	New
450	MUFG Americas New York	$1.65M	+$1.64M	2	0.03%	New