← 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	CIBC Private Wealth Group Atlanta, Georgia	$3.68M	+$17.3K	2	0.02%	Increased
427	VHAM Van Hulzen Asset Management El Dorado Hills, California	$3.64M	+$270K	1	1.67%	Increased
428	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$3.6M	+$1.15M	1	0.47%	Increased
429	Dai-ichi Life Insurance Company Tokyo, Japan	$3.59M	-$1.7M	3	0.1%	Reduced
430	ECM Estabrook Capital Management New York	$3.58M	-$83.5K	1	0.56%	Reduced
431	MPA Marvin & Palmer Associates Wilmington, Delaware	$3.55M	+$850K	1	2.58%	Increased
432	VAM Visionary Asset Management Houston, Texas	$3.54M	+$75.5K	1	1.1%	Increased
433	SIM Spark Investment Management New York	$3.52M	$0	1	0.22%	Maintained
434	ECM EagleClaw Capital Management Boston, Massachusetts	$3.52M	-$21.3K	1	2.12%	Reduced
435	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$3.51M	-$716K	2	0.14%	Reduced
436	LNB Ledyard National Bank	$3.5M	+$38.3K	2	0.53%	Increased
437	CIBC World Markets New York	$3.48M	+$1.13M	1	0.03%	Increased
438	Bailard Foster City, California	$3.42M	+$3.92K	1	0.28%	Increased
439	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.38M	-$213K	1	0.16%	Reduced
440	State of Alaska Department of Revenue Juneau, Alaska	$3.35M	+$1.58M	2	0.24%	Increased
441	Vident Investment Advisory Alpharetta, Georgia	$3.3M	-$2.97M	1	0.33%	Reduced
442	CAM Cypress Asset Management Houston, Texas	$3.3M	+$22.4K	1	0.63%	Increased
443	MIM Marco Investment Management Atlanta, Georgia	$3.28M	-$114K	1	0.56%	Reduced
444	GWM Greenwich Wealth Management Greenwich, Connecticut	$3.28M	+$395	1	0.44%	Increased
445	PP Paloma Partners Greenwich, Connecticut	$3.26M	-$55.9K	4	0.04%	Reduced
446	Carson Wealth (CWM LLC) Omaha, Nebraska	$3.26M	-$4.63M	2	0.18%	Reduced
447	Amalgamated Bank New York	$3.23M	+$130K	3	0.16%	Increased
448	BGC Blue Granite Capital Charleston, South Carolina	$3.22M	$0	1	2.11%	Maintained
449	Advisor Group Phoenix, Arizona	$3.21M	+$317K	5	0.07%	Increased
450	TCOV Trust Company of Vermont Brattleboro, Vermont	$3.21M	+$39.6K	1	0.35%	Increased