← 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
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$3.32M +$150K 4 0.08% Increased
477
Alpha Omega Wealth Management
Alpha Omega Wealth Management
Virginia
$3.31M +$70.1K 1 1.7% Increased
478
Squarepoint
Squarepoint
New York
$3.31M -$1.25M 4 0.07% Reduced
479
GIPM
G2 Investment Partners Management
New York
$3.3M -$2.87M 1 1.47% Reduced
480
William Blair & Company
William Blair & Company
Illinois
$3.3M -$98.9K 2 0.02% Reduced
481
VAM
Visionary Asset Management
Texas
$3.29M -$410K 1 0.96% Reduced
482
ISB
Iowa State Bank
Iowa
$3.29M +$21.7K 1 1.58% Increased
483
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$3.26M -$305K 1 0.16% Reduced
484
WhitTier Trust Company
WhitTier Trust Company
Nevada
$3.25M +$46.7K 3 0.31% Increased
485
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$3.24M -$1.06M 3 0.16% Reduced
486
SCM
Stevens Capital Management
Pennsylvania
$3.21M -$1.98M 2 0.12% Reduced
487
Gratus Capital
Gratus Capital
Georgia
$3.19M $0 1 0.46% Maintained
488
Greenwich Wealth Management
Greenwich Wealth Management
Connecticut
$3.18M -$248 1 0.53% Reduced
489
RCM
Riverhead Capital Management
Delaware
$3.18M -$77.7K 3 0.16% Reduced
490
PRCM
Pine River Capital Management
Minnesota
$3.17M +$3.14M 2 0.08% New
491
Sigma Planning Corp
Sigma Planning Corp
Michigan
$3.17M +$687K 1 0.3% Increased
492
HCA
Horan Capital Advisors
Ohio
$3.17M +$14.5K 1 2.15% Increased
493
Eastern Bank
Eastern Bank
Massachusetts
$3.16M +$292K 1 0.23% Increased
494
Bedrijfstakpensioenfonds Voor De Media PNO
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$3.15M +$1.88M 2 0.37% Increased
495
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$3.14M -$23.2K 1 0.32% Reduced
496
GAM Systematic
GAM Systematic
United Kingdom
$3.12M +$642K 2 0.45% Increased
497
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.12M -$8.92K 2 0.05% Reduced
498
FPFS
First Personal Financial Services
North Carolina
$3.11M +$77.9K 2 0.68% Increased
499
Atria Investments
Atria Investments
North Carolina
$3.03M +$155K 2 0.19% Increased
500
CAM
Cypress Asset Management
Texas
$3.01M -$445K 1 0.62% Reduced