← 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	QS Batterymarch Financial Management New York	$1.84M	-$90.6K	2	0.05%	Reduced
502	FA FDx Advisors Chicago, Illinois	$1.84M	-$101K	1	0.12%	Reduced
503	COI Connable Office Inc Kalamazoo, Michigan	$1.83M	-$1.76K	2	0.48%	Reduced
504	AHC Adell Harriman & Carpenter Houston, Texas	$1.83M	$0	1	0.5%	Maintained
505	TWI Thomas White International Chicago, Illinois	$1.81M	-$82.1K	1	0.26%	Reduced
506	Coldstream Capital Management Bellevue, Washington	$1.79M	+$26.5K	1	0.51%	Increased
507	SFP Santa Fe Partners Santa Fe, New Mexico	$1.79M	+$877K	1	0.28%	Increased
508	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$1.77M	+$1.98M	1	0.5%	New
509	Ladenburg Thalmann Financial Services Miami, Florida	$1.76M	+$514K	5	0.05%	Increased
510	Veritable Wilmington, Delaware	$1.73M	+$39.8K	2	0.04%	Increased
511	CAM Carret Asset Management New York	$1.69M	+$480K	2	0.33%	Increased
512	Commerce Bank Kansas City, Missouri	$1.69M	+$180K	2	0.03%	Increased
513	Ancora Advisors Cleveland, Ohio	$1.67M	+$14.2K	1	0.21%	Increased
514	SCA Secor Capital Advisors New York	$1.67M	+$1.67M	1	0.95%	New
515	Scotia Capital Toronto, Ontario, Canada	$1.67M	+$93.8K	1	0.04%	Increased
516	FM Forward Management San Francisco, California	$1.64M	+$38K	1	0.1%	Increased
517	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.63M	+$41.8K	3	0.12%	Increased
518	RIM Regent Investment Management Louisville, Kentucky	$1.59M	-$9.71K	2	0.82%	Reduced
519	HL Financial Services Louisville, Kentucky	$1.58M	+$203K	2	0.05%	Increased
520	Freestone Capital Holdings Seattle, Washington	$1.58M	+$52.7K	1	0.27%	Increased
521	Old National Bancorp Evansville, Indiana	$1.58M	+$293K	1	0.1%	Increased
522	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.57M	+$645K	1	0.31%	Increased
523	BB&T Securities Richmond, Virginia	$1.57M	-$1.45M	1	0.04%	Reduced
524	GIP Granite Investment Partners El Segundo, California	$1.56M	+$128K	1	0.21%	Increased
525	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.54M	+$386K	1	0.16%	Increased