← 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	SIG Schooner Investment Group Wayne, Pennsylvania	$2.04M	+$1.65M	1	0.54%	Increased
502	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.04M	+$1.75M	1	0.27%	New
503	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.02M	-$77.8K	2	0.49%	Reduced
504	AMI Amica Mutual Insurance Providence, Rhode Island	$2.01M	$0	1	0.16%	Maintained
505	Raymond James Trust St. Petersburg, Florida	$2.01M	+$13.6K	1	0.22%	Increased
506	GCG Giovine Capital Group Santa Monica, California	$2.01M	+$1.29M	1	1.15%	Increased
507	SC Saiers Capital New York	$2M	+$1.94M	1	0.63%	New
508	Coldstream Capital Management Bellevue, Washington	$2M	+$74.4K	1	0.56%	Increased
509	CWM Concert Wealth Management San Jose, California	$1.99M	+$732K	1	0.3%	Increased
510	F.L. Putnam Investment Management Lynnfield, Massachusetts	$1.97M	-$8.01M	1	0.23%	Reduced
511	COI Connable Office Inc Kalamazoo, Michigan	$1.97M	-$6.44K	2	0.53%	Reduced
512	Driehaus Capital Management Chicago, Illinois	$1.95M	-$2.21M	1	0.08%	Reduced
513	Central Trust Company Jefferson City, Missouri	$1.94M	-$177K	1	0.16%	Reduced
514	HL Financial Services Louisville, Kentucky	$1.93M	+$175K	2	0.05%	Increased
515	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.89M	+$199K	1	0.36%	Increased
516	Scotia Capital Toronto, Ontario, Canada	$1.87M	+$82.6K	1	0.05%	Increased
517	TIAA CREF Trust St Louis, Missouri	$1.82M	+$1.16M	2	0.02%	Increased
518	Veritable Wilmington, Delaware	$1.81M	-$26.1K	1	0.04%	Reduced
519	SFP Santa Fe Partners Santa Fe, New Mexico	$1.8M	-$110K	1	0.23%	Reduced
520	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.8M	$0	3	0.12%	Maintained
521	Commerce Bank Kansas City, Missouri	$1.79M	-$23.8K	2	0.03%	Reduced
522	Sequoia Financial Advisors Akron, Ohio	$1.78M	+$1.73M	1	1.22%	New
523	FCI Financial Counselors Inc Overland Park, Kansas	$1.77M	+$968K	1	0.11%	Increased
524	FM Forward Management San Francisco, California	$1.77M	+$3.96K	1	0.1%	Increased
525	GMCM Gruber & McBaine Capital Management San Francisco, California	$1.74M	+$674K	1	0.48%	Increased