← 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
People's United Financial
People's United Financial
Connecticut
$2.22M -$510K 1 0.12% Reduced
477
ISB
Iowa State Bank
Iowa
$2.18M +$1.92M 1 1.23% New
478
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
$2.16M +$16.8K 1 1.15% Increased
479
SLG
Stanley-Laman Group
Pennsylvania
$2.14M -$206K 1 0.4% Reduced
480
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.13M +$211K 1 0.05% Increased
481
SIM
Sentry Investment Management
Wisconsin
$2.13M -$32K 1 0.1% Reduced
482
RNC Capital Management
RNC Capital Management
California
$2.12M +$701K 1 0.21% Increased
483
WhitTier Trust Company
WhitTier Trust Company
Nevada
$2.12M -$121K 3 0.25% Reduced
484
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$2.09M +$32.2K 3 0.14% Increased
485
Oppenheimer & Co
Oppenheimer & Co
New York
$2.07M -$110 1 0.06% Reduced
486
CNFG
Creegan & Nassoura Financial Group
New Hampshire
$2.06M -$38.7K 1 2.43% Reduced
487
BOCM
Bontempo Ohly Capital Management
Maryland
$2.03M +$1.79M 1 1.78% New
488
SCM
Stellar Capital Management
Arizona
$2.02M +$34K 1 2.24% Increased
489
SCA
Sippican Capital Advisors
Massachusetts
$2.01M +$1.27K 1 2.56% Increased
490
Meiji Yasuda Life Insurance
Meiji Yasuda Life Insurance
Japan
$2.01M +$574K 2 0.32% Increased
491
DVM
Dreman Value Management
Florida
$1.96M +$110K 2 0.22% Increased
492
Stephens Inc
Stephens Inc
Arkansas
$1.94M -$163K 1 0.1% Reduced
493
Balentine LLC
Balentine LLC
Georgia
$1.93M $0 2 0.49% Maintained
494
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$1.93M +$1.69M 1 0.26% Increased
495
FA
FDx Advisors
Illinois
$1.93M +$247K 2 0.09% Increased
496
MCM
Mork Capital Management
California
$1.9M $0 2 1.86% Maintained
497
PHIMC
Private Harbour Investment Management & Counsel
Ohio
$1.9M +$46.1K 1 1.7% Increased
498
TC
TFS Capital
Pennsylvania
$1.89M -$503K 1 0.27% Reduced
499
PMFA
Plante Moran Financial Advisors
Michigan
$1.89M +$49.9K 1 1.46% Increased
500
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.87M -$31.7K 1 0.05% Reduced