← 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	FIM Freedom Investment Management Hartford, Connecticut	$5.06M	+$521K	2	0.26%	Increased
427	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$5.04M	-$59.9K	1	3.55%	Reduced
428	Mackay Shields LLC New York	$5.04M	+$5.43M	2	0.03%	New
429	Sphera Funds Management Tel Aviv, Israel	$5.03M	+$5.57M	1	0.76%	New
430	MAP Moody Aldrich Partners Marblehead, Massachusetts	$5M	+$1.23M	3	3.21%	Increased
431	GHCM Glen Harbor Capital Management San Diego, California	$5M	-$2.3M	3	0.11%	Reduced
432	Van Hulzen Asset Management El Dorado Hills, California	$5M	+$78.7K	1	1.53%	Increased
433	Williams Jones & Associates New York	$4.96M	+$340K	1	0.12%	Increased
434	AMG National Trust Bank Greenwood Village, Colorado	$4.9M	+$59.9K	1	0.32%	Increased
435	Ameritas Investment Partners Lincoln, Nebraska	$4.88M	+$1.93M	5	0.23%	Increased
436	SVB Wealth Boston, Massachusetts	$4.86M	+$82.6K	2	0.19%	Increased
437	Steinberg Global Asset Management Boca Raton, Florida	$4.83M	-$104K	1	0.71%	Reduced
438	First Citizens Bank & Trust Raleigh, North Carolina	$4.82M	+$177K	3	0.66%	Increased
439	Meag Munich Ergo Munich, Germany	$4.79M	+$1.67M	1	0.2%	Increased
440	Wolverine Asset Management Chicago, Illinois	$4.79M	+$4.87M	1	0.06%	Increased
441	Meeder Asset Management Dublin, Ohio	$4.78M	+$535K	3	0.44%	Increased
442	Private Capital Advisors Darien, Connecticut	$4.77M	+$5.28M	1	1.59%	New
443	Summit Financial Wealth Advisors Lafayette, Louisiana	$4.76M	+$401K	1	1.57%	Increased
444	Mitchell Capital Management Leawood, Kansas	$4.76M	-$247K	1	1.72%	Reduced
445	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$4.71M	$0	1	0.85%	Maintained
446	Capital Investment Advisors Atlanta, Georgia	$4.71M	+$209K	1	0.31%	Increased
447	Kennedy Capital Management St Louis, Missouri	$4.69M	+$1.81M	1	0.09%	Increased
448	Sterling Capital Management Charlotte, North Carolina	$4.66M	-$4.22M	2	0.04%	Reduced
449	IHL Investment House LLC Redondo Beach, California	$4.65M	+$225K	1	0.57%	Increased
450	Fort Washington Investment Advisors Cincinnati, Ohio	$4.63M	-$619K	1	0.05%	Reduced