← 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
501	Stratos Wealth Partners Beachwood, Ohio	$34M	+$2.71M	4	0.34%	Increased
502	Vise Technologies New York	$34M	+$4M	3	0.38%	Increased
503	GGHC Gilder Gagnon Howe & Co New York	$33.9M	+$492K	3	0.35%	Increased
504	NIP Nicholas Investment Partners Rancho Santa Fe, California	$33.8M	+$2.01M	2	1.9%	Increased
505	NIM NXG Investment Management Dallas, Texas	$33.6M	+$2.14M	1	1.5%	Increased
506	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$33.6M	-$1.13M	2	0.23%	Reduced
507	ACG Aventail Capital Group New York	$33.3M	-$2.56M	6	1.91%	Reduced
508	AIP ARS Investment Partners New York	$33M	+$210K	1	1.44%	Increased
509	State of Alaska Department of Revenue Juneau, Alaska	$32.9M	-$347K	4	0.33%	Reduced
510	WIC Willis Investment Counsel Gainesville, Georgia	$32.8M	-$40.3K	1	1.56%	Reduced
511	Baker Avenue Asset Management San Francisco, California	$32.7M	-$7.09M	3	0.62%	Reduced
512	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$32.6M	+$6.47M	1	1.15%	Increased
513	Associated Banc-Corp Green Bay, Wisconsin	$32.4M	-$808K	1	0.77%	Reduced
514	CFM Catalyst Funds Management Sydney NSW, Australia	$32.4M	+$30.7M	4	1.82%	Increased
515	GGI Godsey & Gibb Inc Richmond, Virginia	$32.4M	-$691K	1	2.65%	Reduced
516	PP PDT Partners New York	$32.1M	+$27.9M	2	1.69%	Increased
517	Fuller & Thaler Asset Management San Mateo, California	$32.1M	-$134M	2	0.09%	Reduced
518	CA Cornerstone Advisors Asheville, North Carolina	$32M	-$6.07M	2	1.05%	Reduced
519	Huntington National Bank Columbus, Ohio	$31.9M	+$928K	7	0.15%	Increased
520	BCP Blue Chip Partners Farmington Hills, Michigan	$31.7M	+$575K	1	2%	Increased
521	AHT Amanah Holdings Trust London,	$31.7M	$0	1	1.86%	Maintained
522	Yousif Capital Management Bloomfield Hills, Michigan	$31.4M	-$11.1M	4	0.35%	Reduced
523	Park National Corp Newark, Ohio	$30.9M	-$10.2M	2	0.87%	Reduced
524	Davenport & Co Richmond, Virginia	$30.7M	+$165K	5	0.15%	Increased
525	Sapient Capital Indianapolis, Indiana	$30.6M	-$1.09M	2	0.4%	Reduced