← 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	Evergreen Capital Management Bellevue, Washington	$2.85M	-$72.7K	1	0.56%	Reduced
452	IRF IBM Retirement Fund Armonk, New York	$2.84M	-$1.1M	1	0.14%	Reduced
453	AOWM Alpha Omega Wealth Management Richmond, Virginia	$2.82M	+$52.2K	1	2.24%	Increased
454	CAM Cypress Asset Management Houston, Texas	$2.81M	-$215K	1	0.56%	Reduced
455	QS Investors New York	$2.79M	+$601K	2	0.02%	Increased
456	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.77M	+$1.26M	1	0.19%	Increased
457	Livforsakringsbolaget Skandia Stockholm, Sweden	$2.75M	-$6.4M	2	0.13%	Reduced
458	Bailard Foster City, California	$2.74M	+$36.3K	1	0.25%	Increased
459	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$2.73M	+$18.2K	3	0.14%	Increased
460	SW SVB Wealth Boston, Massachusetts	$2.72M	+$49.7K	1	0.11%	Increased
461	Magnetar Financial Evanston, Illinois	$2.69M	+$2.65M	1	0.04%	New
462	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.69M	-$67.6K	2	0.31%	Reduced
463	SMH Sanders Morris Harris Houston, Texas	$2.68M	+$2.09M	1	0.81%	Increased
464	GWM Greenwich Wealth Management Greenwich, Connecticut	$2.66M	$0	1	0.47%	Maintained
465	HCA Horan Capital Advisors Cincinnati, Ohio	$2.65M	+$31.1K	1	2.1%	Increased
466	LOAMU Lombard Odier Asset Management (USA) New York	$2.63M	+$2.59M	1	0.24%	New
467	TCOV Trust Company of Vermont Brattleboro, Vermont	$2.62M	+$141K	1	0.33%	Increased
468	ISB Iowa State Bank Urbandale, Iowa	$2.62M	+$208K	1	1.4%	Increased
469	Hennessy Advisors Inc Novato, California	$2.62M	-$77.6K	1	0.07%	Reduced
470	CEP Chicago Equity Partners Chicago, Illinois	$2.61M	+$982K	1	0.07%	Increased
471	IA Icon Advisers Greenwood Village, Colorado	$2.61M	-$1.68M	2	0.17%	Reduced
472	CBN Cadence Bank NA Houston, Texas	$2.59M	+$1.11M	1	1.17%	Increased
473	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.58M	+$1.23K	1	0.81%	Increased
474	PMFA Plante Moran Financial Advisors Southfield, Michigan	$2.54M	-$2.91K	1	1.72%	Reduced
475	Ladenburg Thalmann Financial Services Miami, Florida	$2.53M	-$10.8K	5	0.04%	Reduced