← 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	WA Wheatland Advisors Lancaster, Pennsylvania	$2.06M	-$7.42K	1	1.88%	Reduced
502	NCM Newland Capital Management New York	$2.06M	+$920K	1	1.71%	Increased
503	Ancora Advisors Cleveland, Ohio	$2.02M	+$22.2K	1	0.26%	Increased
504	Veritable Wilmington, Delaware	$2.01M	-$66.7K	2	0.04%	Reduced
505	VAM Visium Asset Management New York	$2.01M	+$1.77M	2	0.03%	Increased
506	QS Batterymarch Financial Management New York	$1.99M	-$711K	2	0.05%	Reduced
507	Sarasin & Partners London, United Kingdom	$1.96M	-$401K	1	0.03%	Reduced
508	FM Forward Management San Francisco, California	$1.93M	-$337K	2	0.11%	Reduced
509	HPA Hilltop Park Associates New York	$1.93M	-$2.6M	1	1.84%	Reduced
510	Scotia Capital Toronto, Ontario, Canada	$1.93M	+$819K	1	0.04%	Increased
511	RIM Regent Investment Management Louisville, Kentucky	$1.92M	-$48.3K	2	0.95%	Reduced
512	Congress Asset Management Boston, Massachusetts	$1.9M	-$80.5K	1	0.05%	Reduced
513	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.9M	-$134K	1	0.1%	Reduced
514	Freestone Capital Holdings Seattle, Washington	$1.87M	+$133K	1	0.29%	Increased
515	GACM Green Arrow Capital Management New York	$1.85M	+$1.78M	1	0.23%	New
516	Commerce Bank Kansas City, Missouri	$1.84M	-$91.9K	2	0.03%	Reduced
517	CEI Clark Estates Inc New York	$1.83M	+$409K	1	0.26%	Increased
518	AHC Adell Harriman & Carpenter Houston, Texas	$1.83M	+$66.8K	1	0.5%	Increased
519	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.82M	$0	1	0.23%	Maintained
520	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.8M	+$19.8K	3	0.13%	Increased
521	SA Strategic Advisors New York	$1.79M	-$3.93K	1	1.14%	Reduced
522	PCM Princeton Capital Management Red Bank, New Jersey	$1.79M	+$8.39K	1	1.51%	Increased
523	Brandywine Global Investment Management Philadelphia, Pennsylvania	$1.76M	-$70.6K	1	0.01%	Reduced
524	Daiwa Securities Group Tokyo, Japan	$1.76M	-$186K	2	0.01%	Reduced
525	GIP Granite Investment Partners El Segundo, California	$1.76M	-$7.17M	1	0.25%	Reduced