← 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	MUFG Americas New York	$2.48M	-$168K	2	0.09%	Reduced
452	Hennessy Advisors Inc Novato, California	$2.45M	$0	1	0.07%	Maintained
453	Marshall Wace London, United Kingdom	$2.44M	-$11.5M	1	0.02%	Reduced
454	Norinchukin Bank Tokyo, Japan	$2.44M	-$346K	1	0.06%	Reduced
455	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$2.44M	+$1.1M	1	0.04%	Increased
456	SW SVB Wealth Boston, Massachusetts	$2.42M	+$229K	1	0.1%	Increased
457	Sumitomo Life Insurance Tokyo, Japan	$2.42M	-$673K	1	0.33%	Reduced
458	FAT First American Trust Santa Ana, California	$2.42M	-$61.8K	1	0.85%	Reduced
459	SLG Stanley-Laman Group Berwyn, Pennsylvania	$2.39M	+$338K	2	0.94%	Increased
460	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.38M	+$301K	3	0.13%	Increased
461	HCA Horan Capital Advisors Cincinnati, Ohio	$2.38M	-$7.37K	1	1.94%	Reduced
462	Advisor Group Phoenix, Arizona	$2.38M	+$2.45M	5	0.06%	New
463	Bailard Foster City, California	$2.34M	-$60.3K	1	0.28%	Reduced
464	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.34M	+$7.98K	1	0.8%	Increased
465	GCP GSA Capital Partners London, United Kingdom	$2.34M	+$1.11M	2	0.13%	Increased
466	GH GAM Holding Zurich, Switzerland	$2.34M	+$792K	1	0.04%	Increased
467	Truist Financial Charlotte, North Carolina	$2.33M	-$1.12M	2	0.05%	Reduced
468	Kentucky Retirement Systems Frankfort, Kentucky	$2.33M	-$197K	1	0.15%	Reduced
469	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2.31M	+$524K	1	1.68%	Increased
470	Martingale Asset Management Boston, Massachusetts	$2.31M	-$304K	1	0.04%	Reduced
471	GWM Greenwich Wealth Management Greenwich, Connecticut	$2.3M	$0	1	0.56%	Maintained
472	Ladenburg Thalmann Financial Services Miami, Florida	$2.3M	+$178K	5	0.04%	Increased
473	CAM Carret Asset Management New York	$2.27M	-$614	1	0.44%	Reduced
474	EWM Endurance Wealth Management Providence, Rhode Island	$2.27M	+$15.4K	1	0.43%	Increased
475	TCOV Trust Company of Vermont Brattleboro, Vermont	$2.25M	+$124K	1	0.3%	Increased