← 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	FAT First American Trust Santa Ana, California	$4.23M	+$610	1	1.18%	Increased
427	SCA Sage Capital Advisors Sioux Falls, South Dakota	$4.19M	+$4.11M	1	3.08%	New
428	FIM Freedom Investment Management Hartford, Connecticut	$4.18M	+$22.2K	2	0.24%	Increased
429	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.16M	+$36.2K	3	0.2%	Increased
430	B BP London, United Kingdom	$4.05M	-$381K	1	0.15%	Reduced
431	Capital Fund Management (CFM) Paris, France	$4.01M	+$4.17M	1	0.03%	Increased
432	CIBC Asset Management Toronto, Ontario, Canada	$3.99M	+$43.9K	1	0.03%	Increased
433	Ladenburg Thalmann Financial Services Miami, Florida	$3.98M	-$372K	5	0.05%	Reduced
434	SAM Securian Asset Management St Paul, Minnesota	$3.97M	-$11.5K	2	0.1%	Reduced
435	SIC Schwartz Investment Counsel Plymouth, Michigan	$3.96M	$0	1	0.25%	Maintained
436	FNT First Nebraska Trust Lincoln, Nebraska	$3.94M	-$13.3K	1	0.88%	Reduced
437	WAM World Asset Management Detroit, Michigan	$3.94M	-$508K	3	0.14%	Reduced
438	Capital Investment Advisors Atlanta, Georgia	$3.91M	-$150K	1	0.28%	Reduced
439	Bessemer Group Woodbridge, New Jersey	$3.89M	-$741K	4	0.02%	Reduced
440	IHL Investment House LLC Redondo Beach, California	$3.85M	+$173K	1	0.52%	Increased
441	VHAM Van Hulzen Asset Management El Dorado Hills, California	$3.83M	+$13.7K	1	1.52%	Increased
442	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$3.78M	+$93.2K	2	0.15%	Increased
443	ARTA A.R.T. Advisors New York	$3.76M	+$2.25M	4	0.2%	Increased
444	Chartwell Investment Partners Berywn, Pennsylvania	$3.76M	-$1.47M	1	0.14%	Reduced
445	Marshall Wace London, United Kingdom	$3.75M	+$3.66M	1	0.17%	New
446	MC Moors & Cabot Boston, Massachusetts	$3.74M	-$1.37M	1	0.62%	Reduced
447	State of Alaska Department of Revenue Juneau, Alaska	$3.73M	+$281K	2	0.25%	Increased
448	ECM Estabrook Capital Management New York	$3.72M	-$39.6K	1	0.59%	Reduced
449	Bragg Financial Advisors Charlotte, North Carolina	$3.71M	+$344K	1	0.59%	Increased
450	Huntington National Bank Columbus, Ohio	$3.71M	-$404K	3	0.07%	Reduced