← 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	DCM Dupont Capital Management Wilmington, Delaware	$3.21M	-$91.5K	1	0.07%	Reduced
452	1832 Asset Management Toronto, Ontario, Canada	$3.21M	+$3.07M	1	0.01%	New
453	GCP GSA Capital Partners London, United Kingdom	$3.21M	+$1.12M	2	0.17%	Increased
454	Bragg Financial Advisors Charlotte, North Carolina	$3.2M	+$449K	1	0.51%	Increased
455	SW SVB Wealth Boston, Massachusetts	$3.19M	+$191K	1	0.13%	Increased
456	William Blair & Company Chicago, Illinois	$3.14M	-$45.4K	2	0.03%	Reduced
457	RCM Riverhead Capital Management Wilmington, Delaware	$3.12M	+$577K	3	0.17%	Increased
458	ISB Iowa State Bank Urbandale, Iowa	$3.12M	+$70.7K	1	1.53%	Increased
459	AOWM Alpha Omega Wealth Management Richmond, Virginia	$3.09M	-$110K	1	1.65%	Reduced
460	WhitTier Trust Company Reno, Nevada	$3.05M	+$589K	3	0.31%	Increased
461	D.A. Davidson & Co Great Falls, Montana	$3.05M	-$3.71M	4	0.07%	Reduced
462	MCM McKinley Capital Management Anchorage, Alaska	$3.05M	-$394K	2	0.11%	Reduced
463	Gratus Capital Atlanta, Georgia	$3.04M	-$148K	1	0.44%	Reduced
464	CEP Chicago Equity Partners Chicago, Illinois	$3.02M	-$1.18M	1	0.09%	Reduced
465	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.02M	-$260K	1	0.32%	Reduced
466	HCA Horan Capital Advisors Cincinnati, Ohio	$3M	+$11K	1	2.14%	Increased
467	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$3M	-$470K	1	1.5%	Reduced
468	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$2.98M	+$530K	2	0.05%	Increased
469	GWM Graybill Wealth Management Elmhurst, Illinois	$2.94M	-$940K	1	2.34%	Reduced
470	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.9M	+$2.75M	4	0.05%	New
471	FPFS First Personal Financial Services Charlotte, North Carolina	$2.89M	+$21.3K	1	0.69%	Increased
472	EI EAM Investors Solana Beach, California	$2.89M	-$1.31M	2	0.45%	Reduced
473	GC Gratry & Company Beachwood, Ohio	$2.88M	-$1.56M	1	3.53%	Reduced
474	PEAK6 Group Chicago, Illinois	$2.86M	+$2.58M	3	0.02%	Increased
475	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$2.85M	-$274K	1	0.36%	Reduced