← 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	RNC Capital Management Los Angeles, California	$1.84M	-$167K	1	0.18%	Reduced
452	CAM Carret Asset Management New York	$1.83M	+$169K	1	0.4%	Increased
453	CT Coastline Trust Providence, Rhode Island	$1.83M	-$33.4K	1	0.42%	Reduced
454	CC Cannell & Co New York	$1.83M	+$2.11M	1	0.06%	New
455	Ladenburg Thalmann Financial Services Miami, Florida	$1.83M	-$663K	4	0.04%	Reduced
456	TCOV Trust Company of Vermont Brattleboro, Vermont	$1.82M	-$109K	1	0.28%	Reduced
457	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.81M	-$1.5M	1	0.48%	Reduced
458	GCA Gideon Capital Advisors New York	$1.81M	-$318K	2	1.06%	Reduced
459	Eastern Bank Boston, Massachusetts	$1.79M	+$171K	1	0.16%	Increased
460	FIM Freedom Investment Management Hartford, Connecticut	$1.79M	-$456K	3	0.18%	Reduced
461	Moore Capital Management New York	$1.79M	+$2.06M	1	0.08%	New
462	Bridgeway Capital Management Houston, Texas	$1.78M	+$11.6K	1	0.04%	Increased
463	Virtu KCG Holdings New York	$1.78M	-$347K	3	0.03%	Reduced
464	TCM Tradition Capital Management Summit, New Jersey	$1.77M	+$201K	1	0.65%	Increased
465	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$1.76M	+$165K	1	0.07%	Increased
466	Nordea Investment Management Stockholm, Sweden	$1.76M	+$787K	1	0.01%	Increased
467	PP Patten & Patten Chattanooga, Tennessee	$1.75M	-$193K	1	0.27%	Reduced
468	Segall Bryant & Hamill Chicago, Illinois	$1.75M	-$669K	1	0.04%	Reduced
469	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$1.74M	-$11.8K	1	1.99%	Reduced
470	FMT First Mercantile Trust Cordova, Tennessee	$1.74M	-$33.2K	3	0.18%	Reduced
471	IAM Impax Asset Management Portsmouth, New Hampshire	$1.73M	-$490K	1	0.1%	Reduced
472	MC Middleton & Co Boston, Massachusetts	$1.72M	-$2.42M	1	0.41%	Reduced
473	Huntington National Bank Columbus, Ohio	$1.72M	-$116K	2	0.04%	Reduced
474	SCM Stellar Capital Management Phoenix, Arizona	$1.7M	+$27.5K	1	2.2%	Increased
475	EA Ecofin Advisors London, United Kingdom	$1.7M	$0	1	0.33%	Maintained