← 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	LPU Lansdowne Partners (UK) London, United Kingdom	$2.3M	+$2.4M	1	0.02%	New
427	SAM Securian Asset Management St Paul, Minnesota	$2.3M	+$29.6K	1	0.07%	Increased
428	Squarepoint New York	$2.29M	-$3.28M	2	0.25%	Reduced
429	MUFG Americas New York	$2.28M	-$1.06M	1	0.08%	Reduced
430	CIBC Asset Management Toronto, Ontario, Canada	$2.24M	-$232K	1	0.02%	Reduced
431	MIM Marco Investment Management Atlanta, Georgia	$2.23M	-$317K	1	0.42%	Reduced
432	AOWM Alpha Omega Wealth Management Richmond, Virginia	$2.2M	+$2.29M	1	1.92%	New
433	CT Chicago Trust Grayslake, Illinois	$2.18M	+$320K	1	0.84%	Increased
434	AT Arden Trust Wilmington, Delaware	$2.15M	-$152K	1	0.18%	Reduced
435	Driehaus Capital Management Chicago, Illinois	$2.07M	-$1.05M	1	0.07%	Reduced
436	LCM LG Capital Management Owings Mills, Maryland	$2.07M	-$18.4M	1	6.53%	Reduced
437	SHA Smith Hayes Advisers Lincoln, Nebraska	$2.06M	-$458K	1	0.43%	Reduced
438	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.03M	-$325K	1	0.74%	Reduced
439	CG Clinton Group New York	$2.03M	-$828K	1	0.16%	Reduced
440	TC TFS Capital West Chester, Pennsylvania	$2.02M	-$310K	1	0.22%	Reduced
441	EWM Endurance Wealth Management Providence, Rhode Island	$2.01M	-$610K	1	0.38%	Reduced
442	FAT First American Trust Santa Ana, California	$2.01M	+$2.09M	1	0.74%	New
443	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$2M	+$71.4K	1	0.53%	Increased
444	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$1.99M	+$1.03M	2	0.25%	Increased
445	HCA Horan Capital Advisors Cincinnati, Ohio	$1.98M	-$360K	1	1.66%	Reduced
446	IAM Impax Asset Management Portsmouth, New Hampshire	$1.98M	+$232K	1	0.11%	Increased
447	EverPoint Asset Management Stamford, Connecticut	$1.98M	+$975K	1	0.04%	Increased
448	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.98M	+$12.2K	1	0.34%	Increased
449	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.95M	+$634K	2	0.02%	Increased
450	AMG National Trust Bank Greenwood Village, Colorado	$1.91M	+$1.99M	1	0.17%	New