← 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	IHL Investment House LLC Redondo Beach, California	$3.48M	+$530K	1	0.6%	Increased
427	JAM JCIC Asset Management Toronto, Ontario, Canada	$3.46M	+$3.32M	1	0.58%	New
428	People's United Financial Bridgeport, Connecticut	$3.43M	-$31.8K	1	0.18%	Reduced
429	Sumitomo Life Insurance Tokyo, Japan	$3.41M	-$523K	1	0.33%	Reduced
430	Edge Wealth Management New York	$3.38M	+$25.1K	1	1.41%	Increased
431	Carnegie Investment Counsel Pepper Pike, Ohio	$3.37M	+$222K	1	0.77%	Increased
432	MIM Marco Investment Management Atlanta, Georgia	$3.35M	+$92.8K	1	0.64%	Increased
433	Gotham Asset Management New York	$3.33M	+$1.32M	2	0.04%	Increased
434	GIPM G2 Investment Partners Management New York	$3.33M	+$127K	1	1.19%	Increased
435	Manning & Napier Advisors Fairport, New York	$3.29M	+$3.17M	1	0.01%	New
436	Securian Asset Management St Paul, Minnesota	$3.29M	+$2.67K	1	0.11%	Increased
437	Ameritas Investment Partners Lincoln, Nebraska	$3.26M	-$3.54K	2	0.23%	Reduced
438	CAM Capstone Asset Management Houston, Texas	$3.22M	-$365K	3	0.1%	Reduced
439	Stonebridge Capital Advisors St Paul, Minnesota	$3.21M	-$3.34K	1	1.45%	Reduced
440	IA Icon Advisers Greenwood Village, Colorado	$3.17M	$0	1	0.2%	Maintained
441	Robeco Institutional Asset Management Rotterdam, Netherlands	$3.17M	+$829K	1	0.02%	Increased
442	Bourgeon Capital Management Darien, Connecticut	$3.15M	+$349K	1	1.72%	Increased
443	EA Ecofin Advisors London, United Kingdom	$3.13M	+$1.42M	1	0.53%	Increased
444	Norinchukin Bank Tokyo, Japan	$3.07M	+$157K	1	0.09%	Increased
445	SHA Smith Hayes Advisers Lincoln, Nebraska	$3.02M	-$46.7K	1	0.71%	Reduced
446	First Mercantile Trust Cordova, Tennessee	$2.98M	-$573K	3	0.24%	Reduced
447	CAM Cubic Asset Management Boston, Massachusetts	$2.95M	+$56K	1	0.97%	Increased
448	Jefferies Group New York	$2.93M	+$2.02M	2	0.02%	Increased
449	Liberty Mutual Group Asset Management Boston, Massachusetts	$2.9M	+$65.5K	1	0.09%	Increased
450	Patten & Patten Chattanooga, Tennessee	$2.9M	-$1.06M	1	0.47%	Reduced