← 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	LI Longer Investments Fayetteville, Arkansas	$1.91M	+$1.99M	1	1.68%	New
452	Ladenburg Thalmann Financial Services Miami, Florida	$1.9M	+$56.3K	5	0.04%	Increased
453	Nordea Investment Management Stockholm, Sweden	$1.88M	-$8.54K	1	0.01%	Reduced
454	WhitTier Trust Company Reno, Nevada	$1.88M	-$123K	3	0.22%	Reduced
455	O'Shaughnessy Asset Management Stamford, Connecticut	$1.87M	+$1.87M	2	0.05%	New
456	Eastern Bank Boston, Massachusetts	$1.86M	+$38.2K	1	0.15%	Increased
457	CT Coastline Trust Providence, Rhode Island	$1.84M	-$22.7K	1	0.4%	Reduced
458	Kentucky Retirement Systems Frankfort, Kentucky	$1.83M	+$166K	1	0.13%	Increased
459	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.83M	+$178K	2	0.41%	Increased
460	TCM Tradition Capital Management Summit, New Jersey	$1.82M	+$28.1K	1	0.61%	Increased
461	CAM Carret Asset Management New York	$1.82M	-$46K	1	0.39%	Reduced
462	GS GAM Systematic Cambridge, United Kingdom	$1.81M	+$556K	1	0.52%	Increased
463	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.8M	+$428K	1	0.08%	Increased
464	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$1.8M	-$528K	1	0.15%	Reduced
465	TCOV Trust Company of Vermont Brattleboro, Vermont	$1.79M	-$63.7K	1	0.26%	Reduced
466	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$1.78M	+$1.85M	1	1.05%	New
467	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.78M	+$28.5K	3	0.13%	Increased
468	IA Icon Advisers Greenwood Village, Colorado	$1.77M	+$1.23M	1	0.12%	Increased
469	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$1.77M	+$1.79M	2	0.01%	New
470	PP Palladium Partners Norfolk, Virginia	$1.77M	-$908K	1	0.16%	Reduced
471	Stephens Inc Little Rock, Arkansas	$1.77M	+$214K	1	0.09%	Increased
472	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$1.75M	-$21.7K	1	1.99%	Reduced
473	SIC Schwartz Investment Counsel Plymouth, Michigan	$1.73M	+$374K	1	0.13%	Increased
474	Oppenheimer & Co New York	$1.72M	-$984K	1	0.05%	Reduced
475	FineMark National Bank & Trust Fort Myers, Florida	$1.7M	+$169K	1	0.2%	Increased