← 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	SCA Sippican Capital Advisors Boston, Massachusetts	$1.67M	+$20.9K	1	2.11%	Increased
477	USCA RIA Houston, Texas	$1.67M	+$122K	1	0.36%	Increased
478	GE General Electric Evendale, Ohio	$1.66M	-$1.23M	1	0.01%	Reduced
479	Huntington National Bank Columbus, Ohio	$1.66M	-$88.6K	2	0.04%	Reduced
480	SCM Stellar Capital Management Phoenix, Arizona	$1.65M	-$75.3K	1	1.99%	Reduced
481	F.L. Putnam Investment Management Lynnfield, Massachusetts	$1.65M	-$1.01M	1	0.19%	Reduced
482	Prelude Capital Management New York	$1.65M	-$193K	2	0.26%	Reduced
483	MCM Mork Capital Management Healdsburg, California	$1.64M	$0	2	1.58%	Maintained
484	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.61M	-$2.41M	2	0.02%	Reduced
485	Balentine LLC Atlanta, Georgia	$1.61M	-$78.3K	2	0.33%	Reduced
486	SG Americas Securities New York	$1.6M	-$43.5M	4	0.01%	Reduced
487	Pekin Hardy Strauss Chicago, Illinois	$1.59M	+$1.2M	1	0.36%	Increased
488	Mirae Asset Global Investments Seoul, South Korea	$1.59M	+$11.1K	1	0.05%	Increased
489	GCA Gideon Capital Advisors New York	$1.58M	-$250K	1	1.15%	Reduced
490	LCG Lisanti Capital Growth New York	$1.58M	-$241K	1	1.66%	Reduced
491	Cambridge Investment Research Advisors Fairfield, Iowa	$1.58M	+$403K	2	0.04%	Increased
492	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$1.57M	+$10.8K	1	0.03%	Increased
493	AHL Partners London, United Kingdom	$1.56M	+$842K	2	0.12%	Increased
494	Amica Mutual Insurance Providence, Rhode Island	$1.54M	$0	1	0.14%	Maintained
495	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.54M	-$518K	1	1.27%	Reduced
496	Nippon Life Insurance Tokyo, Japan	$1.53M	-$103K	1	0.04%	Reduced
497	DVM Dreman Value Management West Palm Beach, Florida	$1.53M	+$797K	2	0.46%	Increased
498	Plante Moran Financial Advisors Southfield, Michigan	$1.53M	-$114K	1	1.15%	Reduced
499	FIM Freedom Investment Management Hartford, Connecticut	$1.5M	+$483K	3	0.11%	Increased
500	State of Alaska Department of Revenue Juneau, Alaska	$1.47M	+$704K	1	0.21%	Increased