← 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	UR USCA RIA Houston, Texas	$2.96M	+$842K	1	0.54%	Increased
427	CAM Cubic Asset Management Boston, Massachusetts	$2.96M	-$12.2K	1	0.99%	Reduced
428	AHL Partners London, United Kingdom	$2.96M	+$1.11M	2	0.18%	Increased
429	Clifford Swan Investment Counsel Pasadena, California	$2.94M	+$84.1K	2	0.2%	Increased
430	Robeco Institutional Asset Management Rotterdam, Netherlands	$2.93M	+$54.7K	1	0.02%	Increased
431	Norinchukin Bank Tokyo, Japan	$2.91M	+$106K	1	0.07%	Increased
432	MIM Marco Investment Management Atlanta, Georgia	$2.91M	+$99.4K	1	0.42%	Increased
433	Evergreen Capital Management Bellevue, Washington	$2.87M	+$1.38K	1	0.66%	Increased
434	ECM EagleClaw Capital Management Boston, Massachusetts	$2.86M	-$52.5K	1	1.94%	Reduced
435	GWM Graybill Wealth Management Elmhurst, Illinois	$2.85M	-$1.07K	1	2.57%	Reduced
436	Johnson Investment Counsel Cincinnati, Ohio	$2.85M	-$385K	1	0.1%	Reduced
437	CIBC Private Wealth Group Atlanta, Georgia	$2.79M	-$270K	1	0.02%	Reduced
438	Axiom Investors Greenwich, Connecticut	$2.77M	+$2.6M	1	0.09%	New
439	MLICM Metropolitan Life Insurance Company (MetLife) New York	$2.77M	-$25.2K	2	0.02%	Reduced
440	SAM Securian Asset Management St Paul, Minnesota	$2.77M	-$2.98K	1	0.08%	Reduced
441	MUFG Americas New York	$2.76M	+$22.6K	2	0.1%	Increased
442	GIPM G2 Investment Partners Management New York	$2.74M	-$680K	1	1.32%	Reduced
443	Fifth Third Bancorp Cincinnati, Ohio	$2.73M	-$1.11M	2	0.02%	Reduced
444	United Capital Financial Advisors Irving, Texas	$2.69M	-$361K	1	0.03%	Reduced
445	Kentucky Retirement Systems Frankfort, Kentucky	$2.64M	+$387K	1	0.16%	Increased
446	AOWM Alpha Omega Wealth Management Richmond, Virginia	$2.63M	-$5.47K	1	2.2%	Reduced
447	Regions Financial Corp Birmingham, Alabama	$2.61M	-$1.17M	1	0.03%	Reduced
448	FAT First American Trust Santa Ana, California	$2.59M	+$157K	1	0.91%	Increased
449	VAM Visionary Asset Management Houston, Texas	$2.58M	+$2.28M	1	0.91%	New
450	Hennessy Advisors Inc Novato, California	$2.56M	+$2.26M	1	0.08%	New