← 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	AMI Amica Mutual Insurance Providence, Rhode Island	$1.85M	$0	1	0.18%	Maintained
502	B BancorpSouth Tupelo, Mississippi	$1.85M	+$1.63M	1	0.22%	New
503	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$1.84M	-$287K	1	0.15%	Reduced
504	Nippon Life Insurance Tokyo, Japan	$1.83M	-$12.6K	1	0.04%	Reduced
505	MSI Financial Services Springfield, Massachusetts	$1.83M	+$274K	4	0.08%	Increased
506	Ameritas Investment Partners Lincoln, Nebraska	$1.82M	+$1.1M	1	0.12%	Increased
507	PHS Pekin Hardy Strauss Chicago, Illinois	$1.78M	-$118K	1	0.41%	Reduced
508	O'Shaughnessy Asset Management Stamford, Connecticut	$1.74M	-$239K	2	0.04%	Reduced
509	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.72M	+$615K	1	0.2%	Increased
510	GH GAM Holding Zurich, Switzerland	$1.7M	-$914K	1	0.03%	Reduced
511	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.7M	+$282K	1	0.02%	Increased
512	MWVC Morgens Waterfall Vintiadis & Co New York	$1.69M	-$75.2K	1	1.17%	Reduced
513	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$1.67M	+$95.7K	1	0.8%	Increased
514	Central Trust Company Jefferson City, Missouri	$1.67M	+$138K	1	0.13%	Increased
515	CIM Corbyn Investment Management Lutherville, Maryland	$1.64M	-$29.6K	1	0.52%	Reduced
516	DekaBank Deutsche Girozentrale Frankfurt, Germany	$1.62M	-$187K	2	0.02%	Reduced
517	MC Menta Capital San Francisco, California	$1.62M	+$813K	1	0.22%	Increased
518	CEP Chicago Equity Partners Chicago, Illinois	$1.62M	+$28.4K	1	0.05%	Increased
519	SSA South Street Advisors New York	$1.61M	$0	1	0.53%	Maintained
520	PP Patten & Patten Chattanooga, Tennessee	$1.61M	-$32.6K	1	0.23%	Reduced
521	EA Euclid Advisors Hartford, Connecticut	$1.59M	+$1.41M	1	0.06%	New
522	Wolverine Asset Management Chicago, Illinois	$1.59M	-$3.56M	1	0.05%	Reduced
523	First Allied Advisory Services San Diego, California	$1.57M	-$33.9K	2	0.09%	Reduced
524	FCI Financial Counselors Inc Overland Park, Kansas	$1.56M	+$52.5K	1	0.1%	Increased
525	PCM Prelude Capital Management New York	$1.56M	-$90.5K	2	0.22%	Reduced