← 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	Palisade Capital Management Fort Lee, New Jersey	$3.26M	+$2.99M	1	0.12%	New
427	BOK Financial Tulsa, Oklahoma	$3.25M	-$105K	2	0.11%	Reduced
428	CIC Cornercap Investment Counsel Atlanta, Georgia	$3.25M	+$235K	1	0.59%	Increased
429	FNT First Nebraska Trust Lincoln, Nebraska	$3.24M	-$76K	1	0.84%	Reduced
430	William Blair & Company Chicago, Illinois	$3.23M	-$134K	2	0.03%	Reduced
431	Quantbot Technologies New York	$3.22M	+$341K	3	0.36%	Increased
432	CIBC Private Wealth Group Atlanta, Georgia	$3.2M	+$206K	2	0.02%	Increased
433	DCM Dupont Capital Management Wilmington, Delaware	$3.18M	+$1.36M	1	0.07%	Increased
434	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$3.16M	+$1.63M	1	0.04%	Increased
435	ECM EagleClaw Capital Management Boston, Massachusetts	$3.14M	+$27.5K	1	2.01%	Increased
436	Carnegie Investment Counsel Pepper Pike, Ohio	$3.13M	+$17.5K	1	0.45%	Increased
437	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$3.13M	-$5.43K	1	1.53%	Reduced
438	GWM Graybill Wealth Management Elmhurst, Illinois	$3.13M	-$10.2K	1	2.91%	Reduced
439	Ledyard National Bank	$3.07M	-$21.8K	2	0.55%	Reduced
440	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.04M	-$459K	1	0.15%	Reduced
441	Driehaus Capital Management Chicago, Illinois	$3.03M	-$46.3K	1	0.1%	Reduced
442	IHL Investment House LLC Redondo Beach, California	$3.02M	+$29.6K	1	0.45%	Increased
443	MIM Marco Investment Management Atlanta, Georgia	$3.02M	$0	1	0.54%	Maintained
444	Bessemer Group Woodbridge, New Jersey	$2.94M	-$4.7M	4	0.01%	Reduced
445	Van Hulzen Asset Management El Dorado Hills, California	$2.93M	+$2.89M	1	1.59%	New
446	MAP Moody Aldrich Partners Marblehead, Massachusetts	$2.93M	+$263K	2	2.04%	Increased
447	Gratus Capital Atlanta, Georgia	$2.92M	-$197K	1	0.43%	Reduced
448	VAM Visionary Asset Management Houston, Texas	$2.9M	+$85.5K	1	1%	Increased
449	ProShare Advisors Bethesda, Maryland	$2.89M	-$663K	3	0.04%	Reduced
450	Axiom Investors Greenwich, Connecticut	$2.86M	-$1.12M	1	0.08%	Reduced