← 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	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.98M	+$227K	1	0.33%	Increased
452	TCW Group Los Angeles, California	$2.97M	-$437K	2	0.02%	Reduced
453	CAM Cypress Asset Management Houston, Texas	$2.96M	+$93.4K	1	0.57%	Increased
454	William Blair & Company Chicago, Illinois	$2.96M	-$328K	2	0.03%	Reduced
455	TCM Twin Capital Management Mcmurray, Pennsylvania	$2.95M	+$115K	1	0.19%	Increased
456	Bailard Foster City, California	$2.92M	+$28.7K	1	0.27%	Increased
457	LCG Lisanti Capital Growth New York	$2.92M	+$390K	2	3.52%	Increased
458	BGC Blue Granite Capital Charleston, South Carolina	$2.92M	+$2.85M	1	2.07%	New
459	PP Paloma Partners Greenwich, Connecticut	$2.9M	-$1.1M	3	0.03%	Reduced
460	AOWM Alpha Omega Wealth Management Richmond, Virginia	$2.9M	+$22.2K	1	1.53%	Increased
461	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$2.89M	-$328K	1	0.03%	Reduced
462	Gratus Capital Atlanta, Georgia	$2.89M	-$93.4K	1	0.43%	Reduced
463	TCOV Trust Company of Vermont Brattleboro, Vermont	$2.87M	+$186K	1	0.33%	Increased
464	Driehaus Capital Management Chicago, Illinois	$2.84M	-$235K	1	0.1%	Reduced
465	Evergreen Capital Management Bellevue, Washington	$2.84M	-$71.8K	1	0.55%	Reduced
466	MCM McKinley Capital Management Anchorage, Alaska	$2.84M	+$2.4M	3	0.11%	Increased
467	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$2.83M	+$2.77M	1	0.33%	New
468	SC Shellback Capital Boston, Massachusetts	$2.83M	+$2.64M	1	0.29%	New
469	SIM Spark Investment Management New York	$2.81M	$0	1	0.23%	Maintained
470	GWM Greenwich Wealth Management Greenwich, Connecticut	$2.8M	$0	1	0.35%	Maintained
471	ISB Iowa State Bank Urbandale, Iowa	$2.75M	+$78.7K	1	1.41%	Increased
472	Amalgamated Bank New York	$2.75M	+$657K	3	0.12%	Increased
473	WesBanco Bank Wheeling, West Virginia	$2.74M	-$759K	1	0.16%	Reduced
474	SW SVB Wealth Boston, Massachusetts	$2.71M	-$63.1K	1	0.11%	Reduced
475	HCA Horan Capital Advisors Cincinnati, Ohio	$2.71M	-$656	1	2.02%	Reduced