← 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	BGC Blue Granite Capital Charleston, South Carolina	$2.74M	-$37.4K	1	1.89%	Reduced
502	First Citizens Bank & Trust Raleigh, North Carolina	$2.74M	-$744K	3	0.36%	Reduced
503	Norinchukin Bank Tokyo, Japan	$2.73M	+$117K	1	0.05%	Increased
504	RNC Capital Management Los Angeles, California	$2.72M	-$24.4K	1	0.21%	Reduced
505	CT Coastline Trust Providence, Rhode Island	$2.71M	+$1.51K	1	0.47%	Increased
506	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$2.7M	-$158K	1	1.33%	Reduced
507	CAM Cypress Asset Management Houston, Texas	$2.7M	-$266K	1	0.58%	Reduced
508	Nuveen Charlotte, North Carolina	$2.69M	-$28.7M	2	0.02%	Reduced
509	PTCG Pring Turner Capital Group Alamo, California	$2.67M	-$91.7K	1	2.64%	Reduced
510	PineBridge Investments New York	$2.65M	+$1.75M	2	0.06%	Increased
511	SFI SPC Financial Inc Rockville, Maryland	$2.65M	+$103K	1	0.66%	Increased
512	Brinker Capital Berwyn, Pennsylvania	$2.64M	+$483K	3	0.11%	Increased
513	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.63M	-$182K	4	0.04%	Reduced
514	MPA Marvin & Palmer Associates Wilmington, Delaware	$2.62M	-$2M	1	3.22%	Reduced
515	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.61M	$0	1	0.1%	Maintained
516	D.A. Davidson & Co Great Falls, Montana	$2.61M	-$675K	1	0.05%	Reduced
517	WA WESPAC Advisors Orinda, California	$2.61M	+$37.4K	1	1.72%	Increased
518	Profund Advisors Bethesda, Maryland	$2.59M	+$660K	3	0.11%	Increased
519	HHC Hutchin Hill Capital New York	$2.58M	+$183K	3	0.1%	Increased
520	Private Advisor Group Morristown, New Jersey	$2.57M	+$460K	3	0.06%	Increased
521	MAP Moody Aldrich Partners Marblehead, Massachusetts	$2.57M	+$299K	2	2.64%	Increased
522	CTA Colonial Trust Advisors Spartanburg, South Carolina	$2.56M	+$62.3K	1	0.56%	Increased
523	BCP Blue Chip Partners Farmington Hills, Michigan	$2.55M	+$144K	1	0.82%	Increased
524	Dana Investment Advisors Waukesha, Wisconsin	$2.55M	-$302K	1	0.12%	Reduced
525	FCI Financial Counselors Inc Overland Park, Kansas	$2.55M	+$49.4K	1	0.12%	Increased