← 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	NI Nepsis Inc Minneapolis, Minnesota	$2.19M	+$437K	1	1.25%	Increased
477	KAM Keeley Asset Management Chicago, Illinois	$2.18M	$0	1	0.04%	Maintained
478	SHA Smith Hayes Advisers Lincoln, Nebraska	$2.16M	-$359K	1	0.51%	Reduced
479	MLL Moody Lynn & Lieberson Boston, Massachusetts	$2.14M	-$158K	1	0.32%	Reduced
480	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$2.12M	+$458K	3	0.19%	Increased
481	FAM Fiduciary Asset Management St. Louis, Missouri	$2.09M	$0	1	0.39%	Maintained
482	SCA Sippican Capital Advisors Boston, Massachusetts	$2.06M	+$2.3M	1	2.09%	New
483	OA OFI Advisors Philadelphia, Pennsylvania	$2.05M	+$298K	3	0.15%	Increased
484	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$2.03M	-$6.9M	1	0.13%	Reduced
485	Williams Jones & Associates New York	$2M	-$26.7M	1	0.09%	Reduced
486	SCM Stellar Capital Management Phoenix, Arizona	$1.99M	+$14.2K	1	2.19%	Increased
487	Bridgewater Associates Westport, Connecticut	$1.99M	+$1.82M	1	0.02%	Increased
488	Central Trust Company Jefferson City, Missouri	$1.98M	-$181K	1	0.16%	Reduced
489	Moore Capital Management New York	$1.97M	+$1.15M	1	0.05%	Increased
490	CIA Covington Investment Advisors Ligonier, Pennsylvania	$1.96M	+$13.1K	1	1.13%	Increased
491	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.96M	-$1.11M	2	0.46%	Reduced
492	Bailard Foster City, California	$1.93M	-$42.6K	1	0.3%	Reduced
493	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$1.93M	+$12.8K	1	0.29%	Increased
494	FSC Fiduciary Services Corp Savannah, Georgia	$1.9M	-$48.5K	1	0.7%	Reduced
495	Artemis Investment Management Edinburgh, United Kingdom	$1.89M	+$1.85M	1	0.09%	New
496	AMI Amica Mutual Insurance Providence, Rhode Island	$1.88M	$0	1	0.15%	Maintained
497	Tudor Investment Corp Stamford, Connecticut	$1.87M	+$1.49M	4	0.07%	Increased
498	HHC Hutchin Hill Capital New York	$1.86M	+$1.82M	1	0.07%	New
499	Raymond James Trust St. Petersburg, Florida	$1.86M	-$80.9K	1	0.21%	Reduced
500	CT Coastline Trust Providence, Rhode Island	$1.86M	-$11.3K	1	0.49%	Reduced