← 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
526	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.29M	-$106K	1	0.21%	Reduced
527	FQ First Quadrant Glendale, California	$1.29M	$0	1	0.03%	Maintained
528	OIA Optimum Investment Advisors Chicago, Illinois	$1.29M	+$1.25M	1	0.53%	New
529	Meiji Yasuda Life Insurance Tokyo, Japan	$1.28M	+$392K	2	0.23%	Increased
530	Brown Brothers Harriman & Co New York	$1.26M	+$3.96K	1	0.01%	Increased
531	Profund Advisors Bethesda, Maryland	$1.26M	+$353K	3	0.07%	Increased
532	HCS Harvest Capital Strategies San Francisco, California	$1.26M	+$1.21M	1	0.08%	New
533	Ingalls & Snyder LLC New York	$1.24M	-$24.8K	2	0.07%	Reduced
534	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$1.24M	+$52K	1	1.8%	Increased
535	Moneta Group Investment Advisors St Louis, Missouri	$1.24M	-$23.5K	1	0.81%	Reduced
536	LPC Loeb Partners Corp New York	$1.23M	$0	1	0.42%	Maintained
537	O'Shaughnessy Asset Management Stamford, Connecticut	$1.21M	+$629K	3	0.03%	Increased
538	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.2M	-$6.18K	1	1.22%	Reduced
539	CIM CIM Investment Management Pittsburgh, Pennsylvania	$1.2M	-$30.2K	1	0.71%	Reduced
540	KIG Kessler Investment Group Columbus, Indiana	$1.19M	-$360K	1	3.24%	Reduced
541	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$1.18M	$0	2	0.2%	Maintained
542	Walleye Trading New York	$1.17M	-$72.2K	1	0.01%	Reduced
543	WA WealthTrust Axiom Wayne, Pennsylvania	$1.16M	+$175K	1	0.48%	Increased
544	Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.16M	+$1.13M	1	0.22%	New
545	TCB Texas Capital Bancshares Dallas, Texas	$1.16M	+$493K	1	0.89%	Increased
546	Carret Asset Management New York	$1.15M	-$3.72K	2	0.26%	Reduced
547	Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.15M	$0	1	0.17%	Maintained
548	BNP Paribas Asset Management Paris, France	$1.15M	+$1.11M	1	0.01%	New
549	Gerstein Fisher New York	$1.14M	+$29.1K	1	0.25%	Increased
550	CEI Clark Estates Inc New York	$1.14M	+$1.28M	1	0.17%	New