← 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	CAM Capstone Asset Management Houston, Texas	$3.2M	-$392K	3	0.09%	Reduced
427	Jefferies Group New York	$3.15M	+$3.13M	3	0.02%	Increased
428	CIBC Asset Management Toronto, Ontario, Canada	$3.15M	+$188K	2	0.02%	Increased
429	Ladenburg Thalmann Financial Services Miami, Florida	$3.13M	-$99.6K	4	0.06%	Reduced
430	AIC AWM Investment Company New York	$3.11M	$0	1	0.44%	Maintained
431	SCA Stonebridge Capital Advisors St Paul, Minnesota	$3.1M	+$40.3K	1	1.19%	Increased
432	SCA Secor Capital Advisors New York	$3.09M	+$2.92M	1	1.11%	Increased
433	MWVC Morgens Waterfall Vintiadis & Co New York	$3.08M	$0	1	1.94%	Maintained
434	Evergreen Capital Management Bellevue, Washington	$3.07M	-$82.9K	1	0.75%	Reduced
435	Segall Bryant & Hamill Chicago, Illinois	$3.06M	-$32.5K	1	0.07%	Reduced
436	Calamos Wealth Management Naperville, Illinois	$3.02M	-$396K	1	0.71%	Reduced
437	CO Caldwell & Orkin Norcross, Georgia	$2.99M	+$1.23M	1	1.74%	Increased
438	SAM Securian Asset Management St Paul, Minnesota	$2.98M	-$7.62K	1	0.09%	Reduced
439	VAM Visionary Asset Management Houston, Texas	$2.97M	-$256K	1	0.99%	Reduced
440	JAM JCIC Asset Management Toronto, Ontario, Canada	$2.96M	-$52.9K	1	0.53%	Reduced
441	CIA Covington Investment Advisors Ligonier, Pennsylvania	$2.96M	+$1.2M	1	1.85%	Increased
442	HCA Horan Capital Advisors Cincinnati, Ohio	$2.95M	-$884K	1	2.48%	Reduced
443	SIA SeaBridge Investment Advisors Summit, New Jersey	$2.9M	+$3.03M	1	0.59%	New
444	Los Angeles Capital Management Los Angeles, California	$2.89M	+$1.51M	3	0.03%	Increased
445	Todd Asset Management Louisville, Kentucky	$2.88M	+$721K	1	0.08%	Increased
446	Sumitomo Life Insurance Tokyo, Japan	$2.88M	+$431K	1	0.35%	Increased
447	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$2.86M	+$2.26M	1	0.17%	Increased
448	HBK Investments Dallas, Texas	$2.86M	-$1.15M	2	0.03%	Reduced
449	IAM Impax Asset Management Portsmouth, New Hampshire	$2.84M	-$7.13K	1	0.15%	Reduced
450	Trexquant Investment Stamford, Connecticut	$2.81M	-$599K	2	0.32%	Reduced