← 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	Nordea Investment Management Stockholm, Sweden	$2.55M	+$201K	2	0.01%	Increased
452	MPM Meritage Portfolio Management Overland Park, Kansas	$2.54M	+$2.25M	1	0.29%	New
453	HCA Horan Capital Advisors Cincinnati, Ohio	$2.5M	+$104K	1	1.94%	Increased
454	Huntington National Bank Columbus, Ohio	$2.48M	+$263K	3	0.06%	Increased
455	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$2.48M	+$219K	2	0.29%	Increased
456	CT Chicago Trust Grayslake, Illinois	$2.47M	-$134K	1	1.02%	Reduced
457	Bailard Foster City, California	$2.46M	+$1.1M	1	0.34%	Increased
458	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.45M	+$6.3K	1	0.86%	Increased
459	First Citizens Bank & Trust Raleigh, North Carolina	$2.42M	+$946K	2	0.2%	Increased
460	FIM Freedom Investment Management Hartford, Connecticut	$2.42M	+$551K	3	0.18%	Increased
461	Martingale Asset Management Boston, Massachusetts	$2.42M	+$810K	1	0.05%	Increased
462	OCM Osterweis Capital Management San Francisco, California	$2.4M	+$2.25M	1	0.14%	New
463	IAM Impax Asset Management Portsmouth, New Hampshire	$2.38M	$0	1	0.13%	Maintained
464	CAM Carret Asset Management New York	$2.38M	+$171K	1	0.5%	Increased
465	IHL Investment House LLC Redondo Beach, California	$2.38M	+$1.43M	1	0.38%	Increased
466	EWM Endurance Wealth Management Providence, Rhode Island	$2.36M	-$50.3K	1	0.33%	Reduced
467	GWM Greenwich Wealth Management Greenwich, Connecticut	$2.35M	-$427K	1	0.61%	Reduced
468	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.34M	+$163K	2	0.53%	Increased
469	SW SVB Wealth Boston, Massachusetts	$2.31M	-$658K	1	0.09%	Reduced
470	Eastern Bank Boston, Massachusetts	$2.28M	+$37.2K	1	0.19%	Increased
471	State of Alaska Department of Revenue Juneau, Alaska	$2.27M	+$437K	1	0.24%	Increased
472	FAB First American Bank Dundee, Illinois	$2.25M	+$1.99M	1	0.22%	New
473	TCOV Trust Company of Vermont Brattleboro, Vermont	$2.23M	+$75.1K	1	0.31%	Increased
474	Ladenburg Thalmann Financial Services Miami, Florida	$2.22M	-$33.4K	5	0.04%	Reduced
475	CT Coastline Trust Providence, Rhode Island	$2.22M	+$8.01K	1	0.47%	Increased