← 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	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.4M	+$2.32M	1	2.44%	New
477	Voloridge Investment Management Jupiter, Florida	$2.39M	-$1.24M	2	0.14%	Reduced
478	United Capital Financial Advisors Irving, Texas	$2.39M	+$949K	1	0.04%	Increased
479	MCM McKinley Capital Management Anchorage, Alaska	$2.37M	+$1.8M	1	0.1%	Increased
480	BCM BBT Capital Management Fort Worth, Texas	$2.35M	+$1.27M	1	0.2%	Increased
481	Advisors Asset Management Monument, Colorado	$2.35M	-$157K	3	0.03%	Reduced
482	Lord, Abbett & Co Jersey City, New Jersey	$2.33M	-$37.2M	1	0.01%	Reduced
483	OA OFI Advisors Philadelphia, Pennsylvania	$2.32M	+$71.9K	3	0.15%	Increased
484	KAM Keeley Asset Management Chicago, Illinois	$2.3M	-$38.9K	1	0.05%	Reduced
485	Nippon Life Insurance Tokyo, Japan	$2.3M	-$273K	1	0.06%	Reduced
486	Ladenburg Thalmann Financial Services Miami, Florida	$2.29M	+$446K	5	0.05%	Increased
487	Moore Capital Management New York	$2.29M	+$173K	1	0.07%	Increased
488	SCA Sippican Capital Advisors Boston, Massachusetts	$2.27M	+$62.8K	1	2.27%	Increased
489	WhitTier Trust Company Reno, Nevada	$2.26M	-$194K	3	0.25%	Reduced
490	FAM Fiduciary Asset Management St. Louis, Missouri	$2.24M	$0	1	0.39%	Maintained
491	SCM Seamans Capital Management Boston, Massachusetts	$2.24M	-$389K	1	5.28%	Reduced
492	Whitebox Advisors Minneapolis, Minnesota	$2.21M	-$1.16M	1	0.09%	Reduced
493	SCM Stellar Capital Management Phoenix, Arizona	$2.16M	+$18.1K	1	2.32%	Increased
494	William Blair & Company Chicago, Illinois	$2.13M	-$661K	1	0%	Reduced
495	CIA Covington Investment Advisors Ligonier, Pennsylvania	$2.12M	+$19.1K	1	1.16%	Increased
496	GIM Groesbeck Investment Management Paramus, New Jersey	$2.09M	+$2.03M	1	1.03%	New
497	Bailard Foster City, California	$2.09M	-$8.6K	1	0.29%	Reduced
498	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$2.07M	-$5.6K	1	0.27%	Reduced
499	BAM Banta Asset Management Newport Beach, California	$2.05M	+$673K	1	3.86%	Increased
500	FSC Fiduciary Services Corp Savannah, Georgia	$2.05M	+$14.5K	1	0.71%	Increased