← 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	SAM Securian Asset Management St Paul, Minnesota	$3.4M	+$40.7K	2	0.09%	Increased
427	CIBC Asset Management Toronto, Ontario, Canada	$3.39M	-$118K	1	0.02%	Reduced
428	WAM World Asset Management Detroit, Michigan	$3.39M	-$288K	2	0.13%	Reduced
429	SGA Strategic Global Advisors Newport Beach, California	$3.38M	-$17M	1	1.25%	Reduced
430	BIC Bridges Investment Counsel Omaha, Nebraska	$3.37M	-$221K	1	0.82%	Reduced
431	GWM Graybill Wealth Management Elmhurst, Illinois	$3.37M	+$67.7K	1	2.87%	Increased
432	ECM Estabrook Capital Management New York	$3.32M	-$125K	1	0.52%	Reduced
433	FNT First Nebraska Trust Lincoln, Nebraska	$3.3M	-$6.56K	1	0.79%	Reduced
434	Bessemer Group Woodbridge, New Jersey	$3.29M	+$141K	4	0.02%	Increased
435	CIBC Private Wealth Group Atlanta, Georgia	$3.29M	+$7.55K	2	0.02%	Increased
436	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.26M	+$151K	1	0.15%	Increased
437	Ladenburg Thalmann Financial Services Miami, Florida	$3.24M	+$652K	5	0.05%	Increased
438	IHL Investment House LLC Redondo Beach, California	$3.23M	+$40.4K	1	0.49%	Increased
439	SCA Secor Capital Advisors New York	$3.22M	-$3.28M	1	0.39%	Reduced
440	ECM EagleClaw Capital Management Boston, Massachusetts	$3.21M	$0	1	2.02%	Maintained
441	FIM Freedom Investment Management Hartford, Connecticut	$3.16M	+$812K	2	0.2%	Increased
442	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$3.16M	-$38.8K	1	1.67%	Reduced
443	LNB Ledyard National Bank	$3.13M	-$2.89K	2	0.56%	Reduced
444	VAM Visionary Asset Management Houston, Texas	$3.13M	+$167K	1	1.02%	Increased
445	MIM Marco Investment Management Atlanta, Georgia	$3.07M	-$6.56K	1	0.54%	Reduced
446	ICRM Insight Capital Research & Management Walnut Creek, California	$3.07M	-$3.41M	1	1.63%	Reduced
447	VHAM Van Hulzen Asset Management El Dorado Hills, California	$3.04M	+$40.4K	1	1.41%	Increased
448	BOK Financial Tulsa, Oklahoma	$3.03M	-$315K	2	0.1%	Reduced
449	IRF IBM Retirement Fund Armonk, New York	$3.02M	-$16K	1	0.13%	Reduced
450	DCM Dupont Capital Management Wilmington, Delaware	$2.99M	-$246K	1	0.07%	Reduced