← 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	OA OFI Advisors Philadelphia, Pennsylvania	$2.43M	-$51.5K	3	0.14%	Reduced
477	MLICM Metropolitan Life Insurance Company (MetLife) New York	$2.4M	+$567K	3	0.02%	Increased
478	UR USCA RIA Houston, Texas	$2.4M	+$868K	1	0.64%	Increased
479	SC Skylands Capital Milwaukee, Wisconsin	$2.39M	-$741K	1	0.26%	Reduced
480	Huntington National Bank Columbus, Ohio	$2.38M	-$79.9K	3	0.06%	Reduced
481	TCW Group Los Angeles, California	$2.37M	-$7.25M	1	0.02%	Reduced
482	Driehaus Capital Management Chicago, Illinois	$2.34M	-$320K	1	0.08%	Reduced
483	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.31M	-$7.06K	1	2.4%	Reduced
484	SCA Sippican Capital Advisors Boston, Massachusetts	$2.26M	-$565	1	2.28%	Reduced
485	EA Ecofin Advisors London, United Kingdom	$2.25M	-$878K	1	0.36%	Reduced
486	CC ClearArc Capital Cincinnati, Ohio	$2.23M	+$1.31M	1	0.41%	Increased
487	CAM Carret Asset Management New York	$2.22M	-$57.2K	1	0.44%	Reduced
488	Raymond James Trust St. Petersburg, Florida	$2.21M	+$150K	1	0.23%	Increased
489	SCM Stellar Capital Management Phoenix, Arizona	$2.21M	-$169K	1	2.42%	Reduced
490	PRC Platte River Capital Denver, Colorado	$2.19M	-$228K	1	1.1%	Reduced
491	Eastern Bank Boston, Massachusetts	$2.17M	+$2.27M	1	0.18%	New
492	DC Deere & Company Moline, Illinois	$2.15M	-$309K	2	0.12%	Reduced
493	Bailard Foster City, California	$2.14M	+$30.8K	1	0.33%	Increased
494	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$2.13M	-$826K	1	0.07%	Reduced
495	Nippon Life Insurance Tokyo, Japan	$2.13M	-$151K	1	0.05%	Reduced
496	Coldstream Capital Management Bellevue, Washington	$2.13M	+$90K	1	0.56%	Increased
497	Kentucky Retirement Systems Frankfort, Kentucky	$2.13M	-$30.1K	1	0.17%	Reduced
498	RR Robotti Robert	$2.13M	-$1.01M	1	1.18%	Reduced
499	Balentine LLC Atlanta, Georgia	$2.12M	+$42.4K	2	0.35%	Increased
500	Stephens Inc Little Rock, Arkansas	$2.11M	+$337K	1	0.1%	Increased