← 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	$3.27M	-$98.6K	1	2.12%	Reduced
427	People's United Financial Bridgeport, Connecticut	$3.25M	+$78.6K	1	0.16%	Increased
428	EI EAM Investors Solana Beach, California	$3.23M	+$3.21M	1	0.37%	New
429	VAM Visionary Asset Management Houston, Texas	$3.23M	+$154K	1	1.02%	Increased
430	SFS Strategic Financial Services Utica, New York	$3.22M	-$23.8K	1	0.83%	Reduced
431	SCM SG Capital Management Chicago, Illinois	$3.22M	-$12M	1	0.94%	Reduced
432	OCM Oakwood Capital Management Los Angeles, California	$3.2M	+$23.1K	1	0.88%	Increased
433	Evergreen Capital Management Bellevue, Washington	$3.17M	+$3.18M	1	0.7%	New
434	TI Turner Investments Berwyn, Pennsylvania	$3.12M	-$1.67M	1	0.56%	Reduced
435	SC Skylands Capital Milwaukee, Wisconsin	$3.12M	-$139K	1	0.32%	Reduced
436	Segall Bryant & Hamill Chicago, Illinois	$3.11M	-$10.1K	1	0.07%	Reduced
437	SCA Stonebridge Capital Advisors St Paul, Minnesota	$3.08M	-$612	1	1.19%	Reduced
438	LPU Lansdowne Partners (UK) London, United Kingdom	$3.08M	+$3.08M	1	0.03%	New
439	Norinchukin Bank Tokyo, Japan	$3.07M	+$11.8K	1	0.07%	Increased
440	JAM JCIC Asset Management Toronto, Ontario, Canada	$3.03M	-$36K	1	0.55%	Reduced
441	GE General Electric Evendale, Ohio	$3.01M	-$4.82M	1	0.01%	Reduced
442	SAM Securian Asset Management St Paul, Minnesota	$3.01M	+$87.4K	1	0.09%	Increased
443	CIBC Asset Management Toronto, Ontario, Canada	$3M	+$227K	2	0.02%	Increased
444	Weiss Multi-Strategy Advisers New York	$2.99M	+$2.86M	1	0.13%	New
445	CIM Cambria Investment Management Manhattan Beach, California	$2.98M	+$130K	1	0.34%	Increased
446	CA Callahan Advisors Houston, Texas	$2.98M	+$125K	1	0.87%	Increased
447	GWM Graybill Wealth Management Elmhurst, Illinois	$2.95M	+$9.55K	1	2.22%	Increased
448	CC Cipher Capital New York	$2.94M	+$2.09M	2	0.49%	Increased
449	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.94M	+$12K	1	0.09%	Increased
450	RR Robotti Robert	$2.94M	-$888K	1	1.7%	Reduced