← 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	SFP Santa Fe Partners Santa Fe, New Mexico	$1.68M	+$500K	1	0.22%	Increased
477	Calamos Wealth Management Naperville, Illinois	$1.67M	-$718K	1	0.4%	Reduced
478	Balentine LLC Atlanta, Georgia	$1.66M	+$59.9K	2	0.3%	Increased
479	Kohlberg Kravis Roberts & Co New York	$1.66M	+$1.7M	1	0.02%	New
480	Freestone Capital Holdings Seattle, Washington	$1.65M	+$137K	1	0.18%	Increased
481	Kentucky Retirement Systems Frankfort, Kentucky	$1.65M	+$33.1K	1	0.14%	Increased
482	MAM Majedie Asset Management London, United Kingdom	$1.64M	+$784K	1	0.25%	Increased
483	SCA Sippican Capital Advisors Boston, Massachusetts	$1.63M	-$98.3K	1	2.07%	Reduced
484	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.63M	+$183K	3	0.13%	Increased
485	ACM Argentus Capital Management Dallas, Texas	$1.62M	-$413K	1	0.24%	Reduced
486	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$1.62M	+$33.6K	2	0.4%	Increased
487	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$1.61M	+$1.29M	1	0.03%	Increased
488	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1.61M	+$295K	1	1.27%	Increased
489	Nippon Life Insurance Tokyo, Japan	$1.61M	-$11.6K	1	0.04%	Reduced
490	MCM Mork Capital Management Healdsburg, California	$1.59M	+$402K	2	1.88%	Increased
491	Coldstream Capital Management Bellevue, Washington	$1.58M	-$45.8K	1	0.42%	Reduced
492	MC MRJ Capital New York	$1.56M	+$41.3K	1	0.98%	Increased
493	Mirae Asset Global Investments Seoul, South Korea	$1.55M	-$1.53M	1	0.06%	Reduced
494	Clifford Swan Investment Counsel Pasadena, California	$1.55M	+$282K	2	0.11%	Increased
495	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.54M	-$1.32M	1	0.04%	Reduced
496	Stephens Inc Little Rock, Arkansas	$1.54M	-$74.8K	1	0.08%	Reduced
497	QIM Quantitative Investment Management Charlottesville, Virginia	$1.54M	+$1.77M	2	0.12%	New
498	UR USCA RIA Houston, Texas	$1.53M	-$333K	1	0.38%	Reduced
499	AMI Amica Mutual Insurance Providence, Rhode Island	$1.52M	$0	1	0.15%	Maintained
500	FineMark National Bank & Trust Fort Myers, Florida	$1.52M	+$451K	1	0.2%	Increased