← 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	ECM EagleClaw Capital Management Boston, Massachusetts	$3.13M	+$16K	1	2.12%	Increased
427	FTC Farmers Trust Company Youngstown, Ohio	$3.12M	-$74.5K	1	1.06%	Reduced
428	Marshall Wace London, United Kingdom	$3.11M	-$9.11M	2	0.04%	Reduced
429	B BP London, United Kingdom	$3.1M	$0	1	0.09%	Maintained
430	SAMNY Samsung Asset Management (New York) New York	$3.07M	-$39.7K	1	0.97%	Reduced
431	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.03M	+$185K	1	0.44%	Increased
432	SFS Strategic Financial Services Utica, New York	$3.02M	+$28.4K	1	0.84%	Increased
433	Robeco Institutional Asset Management Rotterdam, Netherlands	$3.01M	+$64.7K	1	0.02%	Increased
434	CAM Cubic Asset Management Boston, Massachusetts	$2.96M	+$609K	1	1.04%	Increased
435	LCP Lombardia Capital Partners Pasadena, California	$2.96M	-$11.4M	1	0.09%	Reduced
436	CAM Capstone Asset Management Houston, Texas	$2.92M	+$55.4K	3	0.1%	Increased
437	Huntington National Bank Columbus, Ohio	$2.89M	-$266K	1	0.06%	Reduced
438	People's United Financial Bridgeport, Connecticut	$2.88M	+$69.6K	1	0.15%	Increased
439	RS Investment Management San Francisco, California	$2.88M	$0	1	0.03%	Maintained
440	Sculptor Capital New York	$2.85M	+$2.41M	1	0.01%	Increased
441	EWM Endurance Wealth Management Providence, Rhode Island	$2.82M	+$807K	1	0.53%	Increased
442	MIM Marco Investment Management Atlanta, Georgia	$2.82M	+$72.7K	1	0.39%	Increased
443	GCA Gideon Capital Advisors New York	$2.77M	+$3.1M	1	1.07%	New
444	Carnegie Investment Counsel Pepper Pike, Ohio	$2.76M	-$4.68K	1	0.55%	Reduced
445	FMT First Mercantile Trust Cordova, Tennessee	$2.75M	-$76.3K	3	0.22%	Reduced
446	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.74M	+$119K	1	1.21%	Increased
447	OA Oak Associates Akron, Ohio	$2.73M	+$283K	2	0.34%	Increased
448	GC Gratry & Company Beachwood, Ohio	$2.73M	-$4.76M	1	1.43%	Reduced
449	Sumitomo Life Insurance Tokyo, Japan	$2.7M	-$108K	1	0.26%	Reduced
450	Manning & Napier Advisors Fairport, New York	$2.7M	-$4.54K	1	0.01%	Reduced