← 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	HCA Horan Capital Advisors Cincinnati, Ohio	$2.3M	+$65K	1	1.93%	Increased
427	GCP GSA Capital Partners London, United Kingdom	$2.28M	-$7.22M	2	0.11%	Reduced
428	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$2.27M	-$332K	1	0.2%	Reduced
429	Victory Capital Management San Antonio, Texas	$2.27M	+$730K	3	0.01%	Increased
430	AT Arden Trust Wilmington, Delaware	$2.27M	+$466K	1	0.19%	Increased
431	JAM JCIC Asset Management Toronto, Ontario, Canada	$2.25M	$0	1	0.55%	Maintained
432	GH GAM Holding Zurich, Switzerland	$2.25M	-$817K	2	0.04%	Reduced
433	SAM Securian Asset Management St Paul, Minnesota	$2.24M	-$27.4K	1	0.07%	Reduced
434	OA OFI Advisors Philadelphia, Pennsylvania	$2.22M	+$308K	3	0.14%	Increased
435	TC TFS Capital West Chester, Pennsylvania	$2.17M	+$1.55M	1	0.21%	Increased
436	SIA SeaBridge Investment Advisors Summit, New Jersey	$2.16M	-$44.6K	1	0.5%	Reduced
437	COI Connable Office Inc Kalamazoo, Michigan	$2.15M	+$18.6K	2	0.64%	Increased
438	HL Financial Services Louisville, Kentucky	$2.12M	-$140K	2	0.06%	Reduced
439	Bailard Foster City, California	$2.07M	+$74.9K	1	0.32%	Increased
440	DCC Dow Chemical Company Midland, Michigan	$2.05M	$0	1	0.17%	Maintained
441	FPA Fieldpoint Private Advisors New York	$2.04M	+$16.2K	1	1.41%	Increased
442	CC Curian Capital Denver, Colorado	$2.03M	-$1.53M	1	0.05%	Reduced
443	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.01M	+$28K	1	1.65%	Increased
444	RR Robotti Robert	$2M	-$32K	1	1.33%	Reduced
445	Robeco Institutional Asset Management Rotterdam, Netherlands	$1.97M	-$2.06M	1	0.02%	Reduced
446	WhitTier Trust Company Reno, Nevada	$1.96M	-$145K	3	0.24%	Reduced
447	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.94M	+$560K	1	0.39%	Increased
448	EDRE Edmond de Rothschild (Europe) Luxembourg	$1.91M	-$2.19M	1	0.89%	Reduced
449	United Capital Financial Advisors Irving, Texas	$1.86M	+$14.2K	1	0.02%	Increased
450	CT Chicago Trust Grayslake, Illinois	$1.84M	+$516K	1	0.71%	Increased