← 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	$3.37M	+$6.59K	1	2.22%	Increased
427	HR Howe & Rusling Rochester, New York	$3.33M	-$528K	3	0.8%	Reduced
428	AL Airain Ltd St. Peter Port, Guernsey	$3.32M	-$2.39M	3	0.27%	Reduced
429	Gradient Investments Arden Hills, Minnesota	$3.26M	+$3.15M	1	0.54%	Increased
430	SC Skylands Capital Milwaukee, Wisconsin	$3.25M	-$409K	1	0.33%	Reduced
431	RS Investment Management San Francisco, California	$3.25M	$0	1	0.03%	Maintained
432	SFS Strategic Financial Services Utica, New York	$3.25M	+$9.56K	1	0.88%	Increased
433	EWM Endurance Wealth Management Providence, Rhode Island	$3.22M	+$185K	1	0.58%	Increased
434	OA Oak Associates Akron, Ohio	$3.2M	+$179K	2	0.38%	Increased
435	CAM Cubic Asset Management Boston, Massachusetts	$3.19M	+$11.9K	1	1.03%	Increased
436	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.18M	-$69.2K	1	0.42%	Reduced
437	OCM Oakwood Capital Management Los Angeles, California	$3.18M	+$3.08M	1	0.9%	New
438	People's United Financial Bridgeport, Connecticut	$3.17M	+$80.7K	1	0.16%	Increased
439	Segall Bryant & Hamill Chicago, Illinois	$3.12M	-$386K	1	0.07%	Reduced
440	SCA Stonebridge Capital Advisors St Paul, Minnesota	$3.08M	+$140K	1	1.27%	Increased
441	EverPoint Asset Management Stamford, Connecticut	$3.08M	+$2.99M	1	0.07%	New
442	VAM Visionary Asset Management Houston, Texas	$3.08M	+$2.99M	1	0.97%	New
443	JAM JCIC Asset Management Toronto, Ontario, Canada	$3.07M	+$2.57M	1	0.62%	Increased
444	Norinchukin Bank Tokyo, Japan	$3.06M	+$584K	1	0.07%	Increased
445	SHA Smith Hayes Advisers Lincoln, Nebraska	$3.05M	+$706K	1	0.63%	Increased
446	SIA SeaBridge Investment Advisors Summit, New Jersey	$3.02M	-$1.64M	1	0.62%	Reduced
447	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.93M	+$415K	1	0.09%	Increased
448	SAM Securian Asset Management St Paul, Minnesota	$2.92M	+$48.1K	1	0.09%	Increased
449	Mirae Asset Global Investments Seoul, South Korea	$2.88M	-$2.54M	1	0.1%	Reduced
450	IAM Impax Asset Management Portsmouth, New Hampshire	$2.86M	+$244K	1	0.17%	Increased