← 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	Boothbay Fund Management New York	$4.11M	+$999K	2	0.68%	Increased
427	Williams Jones & Associates New York	$4.1M	-$744K	1	0.1%	Reduced
428	SCA Sage Capital Advisors Sioux Falls, South Dakota	$4.08M	-$54.7K	1	2.87%	Reduced
429	WesBanco Bank Wheeling, West Virginia	$4.05M	+$1.3M	1	0.21%	Increased
430	SIC Schwartz Investment Counsel Plymouth, Michigan	$4.05M	+$136K	1	0.25%	Increased
431	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.03M	-$1.69M	1	0.28%	Reduced
432	RCM Riverhead Capital Management Wilmington, Delaware	$4.02M	+$809K	3	0.19%	Increased
433	B BP London, United Kingdom	$3.99M	$0	1	0.14%	Maintained
434	Capital Investment Advisors Atlanta, Georgia	$3.98M	+$120K	1	0.27%	Increased
435	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$3.96M	+$1.14M	1	1.44%	Increased
436	SAM Securian Asset Management St Paul, Minnesota	$3.96M	-$17.6K	2	0.1%	Reduced
437	Scotia Capital Toronto, Ontario, Canada	$3.95M	+$2.59M	2	0.06%	Increased
438	TCOV Trust Company of Vermont Brattleboro, Vermont	$3.94M	+$313K	1	0.39%	Increased
439	FNT First Nebraska Trust Lincoln, Nebraska	$3.89M	$0	1	0.85%	Maintained
440	SAM Southeastern Asset Management Memphis, Tennessee	$3.88M	+$3.06M	1	0.05%	New
441	Advent Capital Management New York	$3.84M	-$2.26M	1	0.07%	Reduced
442	AIM Assured Investment Management New York	$3.82M	+$2.34M	2	0.08%	Increased
443	BOK Financial Tulsa, Oklahoma	$3.81M	+$236K	2	0.11%	Increased
444	Bragg Financial Advisors Charlotte, North Carolina	$3.79M	+$129K	1	0.58%	Increased
445	Advisors Asset Management Monument, Colorado	$3.77M	-$842K	3	0.06%	Reduced
446	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$3.75M	+$162K	1	0.03%	Increased
447	Eastern Bank Boston, Massachusetts	$3.71M	+$574K	1	0.26%	Increased
448	CIBC Asset Management Toronto, Ontario, Canada	$3.67M	-$261K	1	0.02%	Reduced
449	PWPCM Perella Weinberg Partners Capital Management New York	$3.67M	+$3.49M	1	0.31%	New
450	ECM EagleClaw Capital Management Boston, Massachusetts	$3.62M	-$20.8K	1	2.05%	Reduced