← 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	CA Callahan Advisors Houston, Texas	$2.86M	+$44.8K	1	0.84%	Increased
452	Manning & Napier Advisors Fairport, New York	$2.85M	-$43.8K	1	0.01%	Reduced
453	FMT First Mercantile Trust Cordova, Tennessee	$2.85M	-$155K	3	0.24%	Reduced
454	ACM Aviance Capital Management Sarasota, Florida	$2.81M	-$4.4M	1	0.1%	Reduced
455	CIBC Asset Management Toronto, Ontario, Canada	$2.76M	-$691K	2	0.02%	Reduced
456	Huntington National Bank Columbus, Ohio	$2.75M	-$334K	3	0.07%	Reduced
457	Sumitomo Life Insurance Tokyo, Japan	$2.75M	-$140K	1	0.27%	Reduced
458	CWA Constellation Wealth Advisors New York	$2.71M	+$1.87M	2	0.23%	Increased
459	AHL Partners London, United Kingdom	$2.68M	-$820K	1	0.14%	Reduced
460	RNC Capital Management Los Angeles, California	$2.61M	+$14.5K	1	0.21%	Increased
461	ETrade Capital Management Arlington, Virginia	$2.6M	-$218K	1	0.16%	Reduced
462	AWP Ascent Wealth Partners New Hartford, New York	$2.6M	+$76.5K	1	1.53%	Increased
463	GWM Graybill Wealth Management Elmhurst, Illinois	$2.59M	-$8.45K	1	1.97%	Reduced
464	FPA Fieldpoint Private Advisors New York	$2.55M	+$101K	1	1.65%	Increased
465	Numeric Investors Boston, Massachusetts	$2.54M	-$17.3M	2	0.03%	Reduced
466	TCOV Trust Company of Vermont Brattleboro, Vermont	$2.53M	+$127K	1	0.37%	Increased
467	MLICM Metropolitan Life Insurance Company (MetLife) New York	$2.52M	+$1.17K	3	0.02%	Increased
468	CIM Cambria Investment Management Manhattan Beach, California	$2.5M	+$2.35M	1	0.89%	New
469	GCP GSA Capital Partners London, United Kingdom	$2.49M	-$6.39M	3	0.17%	Reduced
470	CAM Carret Asset Management New York	$2.48M	+$639K	2	0.47%	Increased
471	TWI Thomas White International Chicago, Illinois	$2.47M	+$515K	1	0.34%	Increased
472	PRC Platte River Capital Denver, Colorado	$2.43M	-$907K	1	0.9%	Reduced
473	CT Coastline Trust Providence, Rhode Island	$2.42M	+$414K	1	0.51%	Increased
474	BB&T Securities Richmond, Virginia	$2.42M	+$716K	1	0.05%	Increased
475	Kentucky Retirement Systems Frankfort, Kentucky	$2.4M	-$115K	1	0.18%	Reduced