← 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	ECM Estabrook Capital Management New York	$3.6M	-$66.4K	2	0.56%	Reduced
452	LNB Ledyard National Bank	$3.56M	-$18K	2	0.47%	Reduced
453	Atria Investments Charlotte, North Carolina	$3.54M	+$485K	2	0.19%	Increased
454	CF CNA Financial Chicago, Illinois	$3.53M	-$1.01M	2	0.89%	Reduced
455	William Blair & Company Chicago, Illinois	$3.5M	+$161K	2	0.03%	Increased
456	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$3.49M	-$50.9K	1	0.17%	Reduced
457	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.48M	+$371K	1	0.34%	Increased
458	Putnam Investments Boston, Massachusetts	$3.46M	-$9.65M	3	0.01%	Reduced
459	Lincoln National Corp Radnor, Pennsylvania	$3.46M	+$709K	1	0.15%	Increased
460	Bessemer Group Woodbridge, New Jersey	$3.45M	-$629K	3	0.01%	Reduced
461	Clifford Swan Investment Counsel Pasadena, California	$3.45M	+$3.67K	2	0.21%	Increased
462	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.42M	-$142K	3	0.18%	Reduced
463	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$3.37M	+$223K	2	0.05%	Increased
464	Huntington National Bank Columbus, Ohio	$3.33M	-$329K	3	0.06%	Reduced
465	GH GAM Holding Zurich, Switzerland	$3.32M	+$3.17M	1	0.14%	New
466	AOWM Alpha Omega Wealth Management Richmond, Virginia	$3.32M	+$50K	1	1.66%	Increased
467	Sumitomo Life Insurance Tokyo, Japan	$3.31M	-$86.2K	1	0.42%	Reduced
468	ETrade Capital Management Arlington, Virginia	$3.27M	+$587K	4	0.12%	Increased
469	WhitTier Trust Company Reno, Nevada	$3.27M	+$42.6K	3	0.3%	Increased
470	Swiss Life Asset Management Zurich,	$3.27M	-$4.38M	0	–	Closed
471	Exencial Wealth Advisors Oklahoma City, Oklahoma	$3.24M	+$3.18M	1	1.07%	New
472	MIM Marco Investment Management Atlanta, Georgia	$3.21M	-$125K	1	0.5%	Reduced
473	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.19M	$0	1	0.15%	Maintained
474	HH HWG Holdings Houston, Texas	$3.19M	+$849K	1	2.51%	Increased
475	ISB Iowa State Bank Urbandale, Iowa	$3.18M	-$63.4K	1	1.5%	Reduced