← 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
476	WPC Waters Parkerson & Co New Orleans, Louisiana	$1.47M	+$1.37M	2	0.21%	New
477	Cambridge Investment Research Advisors Fairfield, Iowa	$1.46M	+$1.4M	1	0.07%	New
478	Raymond James Financial Services Advisors St. Petersburg, Florida	$1.46M	+$1.42M	2	0.04%	New
479	BNP Paribas Financial Markets Paris, France	$1.43M	+$1.37M	4	0%	New
480	KIA KCM Investment Advisors Greenbrae, California	$1.43M	+$1.37M	1	0.17%	New
481	Fisher Asset Management Camas, Washington	$1.42M	+$1.36M	1	0%	New
482	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$1.41M	+$1.4M	4	0%	New
483	PAM Paradigm Asset Management New York	$1.41M	+$1.42M	2	0.24%	New
484	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.41M	+$1.35M	1	0.24%	New
485	MCM Marathon Capital Management Hunt Valley, Maryland	$1.41M	+$1.35M	1	1.2%	New
486	Stephens Inc Little Rock, Arkansas	$1.4M	+$1.34M	2	0.08%	New
487	Daiwa Securities Group Tokyo, Japan	$1.4M	+$1.33M	2	0.01%	New
488	FBP Flippin Bruce & Porter Lynchburg, Virginia	$1.39M	+$1.29M	1	0.5%	New
489	MFS Monetta Financial Services Wheaton, Illinois	$1.38M	+$1.32M	1	1.23%	New
490	SAM Sentinel Asset Management Montpelier, Vermont	$1.38M	+$1.32M	1	0.03%	New
491	Wilmington Trust National Association Wilmington, Delaware	$1.38M	+$1.32M	1	0.06%	New
492	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.38M	+$1.41M	1	0.27%	New
493	EWM Endurance Wealth Management Providence, Rhode Island	$1.36M	+$1.31M	1	0.31%	New
494	ZDA Zweig-DiMenna Associates New York	$1.36M	+$1.29M	2	0.05%	New
495	G GlobalBridge Minneapolis, Minnesota	$1.36M	+$1.3M	1	0.74%	New
496	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.35M	+$1.29M	1	0.09%	New
497	abrdn Investment Management Edinburgh, United Kingdom	$1.35M	+$1.29M	1	0.01%	New
498	GP GLG Partners London, United Kingdom	$1.34M	+$1.29M	1	0.05%	New
499	CCM Compton Capital Management Providence, Rhode Island	$1.34M	+$1.28M	1	0.83%	New
500	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.34M	+$1.28M	1	1.94%	New