← 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	TCM Tradition Capital Management Summit, New Jersey	$2.09M	+$326K	1	0.68%	Increased
502	BB&T Securities Richmond, Virginia	$2.09M	-$83.9K	1	0.04%	Reduced
503	Weiss Multi-Strategy Advisers New York	$2.07M	-$847K	1	0.08%	Reduced
504	GIM Groesbeck Investment Management Paramus, New Jersey	$2.05M	+$133K	1	0.98%	Increased
505	FG Fiduciary Group Savannah, Georgia	$2.05M	+$2.14M	1	0.64%	New
506	FA FDx Advisors Chicago, Illinois	$2.04M	-$103K	1	0.1%	Reduced
507	CG Clinton Group New York	$2.04M	+$1.52M	2	0.28%	Increased
508	Stratos Wealth Partners Beachwood, Ohio	$2.03M	-$138K	1	0.26%	Reduced
509	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$2.02M	+$15.8K	2	0.47%	Increased
510	OI Oakbrook Investments Lisle, Illinois	$2.02M	-$381K	1	0.12%	Reduced
511	Freestone Capital Holdings Seattle, Washington	$2.01M	-$150K	1	0.32%	Reduced
512	MC MRJ Capital New York	$2M	+$1.28M	1	1.12%	Increased
513	LCG Lisanti Capital Growth New York	$2M	+$7.14K	1	1.44%	Increased
514	AMI Amica Mutual Insurance Providence, Rhode Island	$2M	$0	1	0.17%	Maintained
515	Victory Capital Management San Antonio, Texas	$1.98M	+$2.08M	4	0.01%	New
516	CAM Cortina Asset Management Milwaukee, Wisconsin	$1.91M	+$189K	1	0.08%	Increased
517	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.91M	-$7.06K	1	0.35%	Reduced
518	Central Trust Company Jefferson City, Missouri	$1.88M	+$5.51K	1	0.15%	Increased
519	GCG Giovine Capital Group Santa Monica, California	$1.87M	-$131K	1	1.32%	Reduced
520	FMT First Mercantile Trust Cordova, Tennessee	$1.86M	-$282K	2	0.16%	Reduced
521	LPC Loeb Partners Corp New York	$1.86M	+$1.56M	1	0.54%	Increased
522	Bridgeway Capital Management Houston, Texas	$1.85M	$0	1	0.04%	Maintained
523	CT Chicago Trust Grayslake, Illinois	$1.84M	+$136K	1	0.65%	Increased
524	FCI Financial Counselors Inc Overland Park, Kansas	$1.83M	+$18.3K	1	0.12%	Increased
525	LTI Laffer Tengler Investments Nashville, Tennessee	$1.82M	+$1.9M	1	0.44%	New