← 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	AssetMark Inc Concord, California	$2.77M	+$1.75M	1	0.07%	Increased
452	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.76M	+$276K	1	0.09%	Increased
453	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$2.74M	+$461K	4	0.32%	Increased
454	QIM Quantitative Investment Management Charlottesville, Virginia	$2.72M	-$2.6M	1	0.13%	Reduced
455	BCM Bourgeon Capital Management Darien, Connecticut	$2.71M	+$368K	1	1.71%	Increased
456	AWP Ascent Wealth Partners New Hartford, New York	$2.71M	+$30.2K	1	1.86%	Increased
457	NIP Nicholas Investment Partners Rancho Santa Fe, California	$2.64M	+$16.9K	1	0.22%	Increased
458	CC Colrain Capital Boston, Massachusetts	$2.63M	+$2.58M	1	0.2%	New
459	SCG Strategic Capital Group Gig Harbor, Washington	$2.6M	+$1.17M	1	0.84%	Increased
460	Nippon Life Insurance Tokyo, Japan	$2.59M	-$199K	1	0.07%	Reduced
461	KAM Keeley Asset Management Chicago, Illinois	$2.59M	-$189K	1	0.04%	Reduced
462	SCM Stevens Capital Management Radnor, Pennsylvania	$2.57M	-$1.34M	2	0.07%	Reduced
463	Sculptor Capital New York	$2.56M	-$657K	1	0.01%	Reduced
464	WSA Wall Street Associates Lajolla, California	$2.56M	-$21.2K	1	0.21%	Reduced
465	JIR James Investment Research Alpha, Ohio	$2.54M	-$3.57M	1	0.08%	Reduced
466	RS Investment Management San Francisco, California	$2.53M	+$2.3M	1	0.01%	New
467	Central Trust Company Jefferson City, Missouri	$2.52M	-$22.9K	1	0.21%	Reduced
468	Caxton Associates (New York) New York	$2.5M	+$2.44M	2	0.15%	New
469	Creative Planning Overland Park, Kansas	$2.49M	+$192K	3	0.04%	Increased
470	CI Global Investments Oakland, California	$2.48M	+$2.43M	1	0.07%	New
471	FHC First Houston Capital Houston, Texas	$2.43M	+$14.7K	1	2.38%	Increased
472	ARTA A.R.T. Advisors New York	$2.41M	+$1.01K	3	0.13%	Increased
473	WBC Westpac Banking Corp Sydney, Australia	$2.41M	-$866K	2	0.03%	Reduced
474	DC Deere & Company Moline, Illinois	$2.41M	+$1.26M	3	0.14%	Increased
475	SCM Stellar Capital Management Phoenix, Arizona	$2.4M	-$25.8K	1	2.69%	Reduced