← 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	Nomura Holdings Tokyo, Japan	$2.88M	-$6.41M	4	0%	Reduced
452	Advisors Asset Management Monument, Colorado	$2.88M	-$144K	3	0.04%	Reduced
453	Ascent Wealth Partners New Hartford, New York	$2.86M	+$67.5K	1	1.8%	Increased
454	Nippon Life Insurance Tokyo, Japan	$2.85M	+$186K	1	0.07%	Increased
455	MSP Madison Street Partners Denver, Colorado	$2.81M	+$2.54M	1	2.85%	New
456	HBK Investments Dallas, Texas	$2.78M	+$1.8M	2	0.06%	Increased
457	Moody Lynn & Lieberson Boston, Massachusetts	$2.78M	-$858K	1	0.38%	Reduced
458	FPA Fieldpoint Private Advisors New York	$2.78M	+$2.67M	1	1.68%	New
459	RS Investment Management San Francisco, California	$2.76M	$0	1	0.02%	Maintained
460	WhitTier Trust Company Reno, Nevada	$2.71M	+$824K	3	0.3%	Increased
461	Keeley Asset Management Chicago, Illinois	$2.66M	$0	1	0.05%	Maintained
462	Callahan Advisors Houston, Texas	$2.66M	+$999K	1	0.84%	Increased
463	Oak Associates Akron, Ohio	$2.62M	$0	1	0.32%	Maintained
464	Central Trust Company Jefferson City, Missouri	$2.6M	+$10.9K	1	0.21%	Increased
465	FHC First Houston Capital Houston, Texas	$2.6M	+$96.5K	1	2.49%	Increased
466	Endurance Wealth Management Providence, Rhode Island	$2.56M	+$256K	1	0.43%	Increased
467	FAM Fiduciary Asset Management St. Louis, Missouri	$2.55M	+$2.45M	1	0.5%	New
468	GWM Graybill Wealth Management Elmhurst, Illinois	$2.55M	+$42.2K	1	1.97%	Increased
469	WSA Wall Street Associates Lajolla, California	$2.52M	-$256K	1	0.22%	Reduced
470	KRC Kingdom Ridge Capital White Plains, New York	$2.5M	-$2.17M	1	0.71%	Reduced
471	Analytic Investors Los Angeles, California	$2.48M	-$5.5M	1	0.04%	Reduced
472	ETrade Capital Management Arlington, Virginia	$2.47M	+$1.03M	2	0.16%	Increased
473	FineMark National Bank & Trust Fort Myers, Florida	$2.44M	+$662K	1	0.41%	Increased
474	CAD Craig A. Drill	$2.44M	$0	1	2.56%	Maintained
475	SCM Stellar Capital Management Phoenix, Arizona	$2.41M	-$49K	1	2.66%	Reduced