← 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	Robeco Institutional Asset Management Rotterdam, Netherlands	$2.84M	-$29.3K	1	0.02%	Reduced
427	Gratus Capital Atlanta, Georgia	$2.84M	+$2.92M	1	0.42%	New
428	ECM EagleClaw Capital Management Boston, Massachusetts	$2.84M	+$114K	1	1.89%	Increased
429	LNB Ledyard National Bank	$2.81M	-$65.7K	2	0.51%	Reduced
430	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$2.79M	-$1.08M	1	1.47%	Reduced
431	LPL Financial San Diego, California	$2.77M	-$3.74M	2	0.02%	Reduced
432	CAM Cypress Asset Management Houston, Texas	$2.75M	-$1.25M	1	0.55%	Reduced
433	MIM Marco Investment Management Atlanta, Georgia	$2.74M	-$34.5K	1	0.51%	Reduced
434	CIC Cornercap Investment Counsel Atlanta, Georgia	$2.74M	+$2.21M	1	0.52%	Increased
435	GWM Graybill Wealth Management Elmhurst, Illinois	$2.72M	-$67.7K	1	2.51%	Reduced
436	CIBC Private Wealth Group Atlanta, Georgia	$2.71M	+$40.6K	1	0.02%	Increased
437	Advisors Asset Management Monument, Colorado	$2.7M	-$680K	3	0.04%	Reduced
438	Synovus Financial Columbus, Georgia	$2.68M	+$2.4M	1	0.06%	Increased
439	Evergreen Capital Management Bellevue, Washington	$2.66M	-$80.5K	1	0.58%	Reduced
440	SAM Securian Asset Management St Paul, Minnesota	$2.65M	+$11.5K	1	0.07%	Increased
441	United Capital Financial Advisors Irving, Texas	$2.63M	+$58K	1	0.03%	Increased
442	TAM Tiverton Asset Management Wilimington, Delaware	$2.63M	+$14.2M	1	0.11%	Increased
443	Driehaus Capital Management Chicago, Illinois	$2.61M	+$941K	1	0.09%	Increased
444	Quantbot Technologies New York	$2.59M	+$2.12M	2	0.28%	Increased
445	IHL Investment House LLC Redondo Beach, California	$2.59M	+$281K	1	0.42%	Increased
446	OCM Osterweis Capital Management San Francisco, California	$2.58M	$0	1	0.16%	Maintained
447	VAM Visionary Asset Management Houston, Texas	$2.55M	+$89.7K	1	0.9%	Increased
448	AOWM Alpha Omega Wealth Management Richmond, Virginia	$2.51M	-$4.18K	1	2.12%	Reduced
449	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.49M	+$254K	2	0.36%	Increased
450	SCA Secor Capital Advisors New York	$2.48M	+$1.64M	1	0.31%	Increased