← 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
451	OA Oak Associates Akron, Ohio	$1.64M	+$1.52M	1	0.19%	New
452	Dodge & Cox San Francisco, California	$1.64M	+$1.57M	1	0%	New
453	Martingale Asset Management Boston, Massachusetts	$1.6M	+$1.64M	1	0.06%	New
454	Thrivent Financial for Lutherans Minneapolis, Minnesota	$1.59M	+$1.55M	3	0.01%	New
455	Coldstream Capital Management Bellevue, Washington	$1.59M	+$1.52M	1	0.54%	New
456	Congress Asset Management Boston, Massachusetts	$1.59M	+$1.52M	1	0.05%	New
457	PCM Princeton Capital Management Red Bank, New Jersey	$1.58M	+$1.51M	1	1.49%	New
458	People's United Financial Bridgeport, Connecticut	$1.58M	+$1.51M	1	0.1%	New
459	WSA Wall Street Associates Lajolla, California	$1.57M	+$1.54M	1	0.16%	New
460	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.56M	+$1.49M	1	3.37%	New
461	APU Alpine Partners USVI St. Thomas, U.S. Virgin Islands	$1.56M	+$1.49M	1	0.5%	New
462	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.55M	+$1.49M	1	0.17%	New
463	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$1.55M	+$1.49M	1	0.39%	New
464	IIM InView Investment Management Chicago, Illinois	$1.55M	+$1.44M	1	2.32%	New
465	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$1.53M	+$1.46M	1	0%	New
466	PWS Peloton Wealth Strategists Indianapolis, Indiana	$1.52M	+$1.46M	1	1.37%	New
467	CII CR Intrinsic Investors Stamford, Connecticut	$1.51M	+$1.45M	1	0.05%	New
468	DC Deere & Company Moline, Illinois	$1.51M	+$1.55M	1	0.09%	New
469	Hermes Investment Management London Uk, United Kingdom	$1.51M	+$1.45M	1	0.06%	New
470	SC Saiers Capital New York	$1.51M	+$1.45M	1	0.17%	New
471	Commerce Bank Kansas City, Missouri	$1.5M	+$1.43M	2	0.03%	New
472	KIG Kessler Investment Group Columbus, Indiana	$1.49M	+$1.42M	1	4.33%	New
473	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.49M	+$1.42M	1	0.06%	New
474	NRS Neville Rodie & Shaw New York	$1.48M	+$1.42M	1	0.18%	New
475	RCM Riverhead Capital Management Wilmington, Delaware	$1.48M	+$1.41M	1	0.05%	New