← 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	Algert Global San Francisco, California	$2.53M	+$1.84M	2	0.73%	Increased
477	FAB First American Bank Dundee, Illinois	$2.51M	+$84.1K	1	0.23%	Increased
478	Acadian Asset Management Boston, Massachusetts	$2.51M	+$2.24M	1	0.01%	Increased
479	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.51M	+$53.7K	3	0%	Increased
480	Advisor Group Phoenix, Arizona	$2.44M	-$213K	5	0.06%	Reduced
481	Eastern Bank Boston, Massachusetts	$2.44M	-$34K	1	0.2%	Reduced
482	SIM Spark Investment Management New York	$2.43M	+$1M	1	0.2%	Increased
483	State of Alaska Department of Revenue Juneau, Alaska	$2.43M	+$33.6K	1	0.25%	Increased
484	CAM Carret Asset Management New York	$2.42M	-$71.1K	1	0.45%	Reduced
485	OCM Osterweis Capital Management San Francisco, California	$2.42M	-$569K	1	0.15%	Reduced
486	BWM Braver Wealth Management Needham, Massachusetts	$2.38M	-$1.14M	1	0.4%	Reduced
487	Sumitomo Life Insurance Tokyo, Japan	$2.36M	-$295K	1	0.35%	Reduced
488	People's United Financial Bridgeport, Connecticut	$2.36M	-$50.4K	1	0.12%	Reduced
489	LCG Lisanti Capital Growth New York	$2.35M	+$174K	2	2.98%	Increased
490	CT Coastline Trust Providence, Rhode Island	$2.35M	+$17.8K	1	0.46%	Increased
491	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.34M	+$103K	1	0.1%	Increased
492	PTCG Pring Turner Capital Group Alamo, California	$2.34M	+$2.3M	1	2.82%	New
493	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$2.33M	+$614K	1	1.47%	Increased
494	Oppenheimer & Co New York	$2.31M	+$142K	2	0.07%	Increased
495	Shelton Capital Management Denver, Colorado	$2.31M	+$543K	3	0.19%	Increased
496	Norinchukin Bank Tokyo, Japan	$2.3M	-$380K	1	0.06%	Reduced
497	TGI Tradewinds Global Investors Los Angeles, California	$2.29M	-$28.1M	1	2.82%	Reduced
498	Cubist Systematic Strategies Stamford, Connecticut	$2.29M	-$1.67M	3	0.15%	Reduced
499	Kentucky Retirement Systems Frankfort, Kentucky	$2.28M	-$271K	1	0.15%	Reduced
500	MUFG Americas New York	$2.22M	-$504K	2	0.08%	Reduced