← 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	Meiji Yasuda Life Insurance Tokyo, Japan	$1.75M	+$151K	2	0.28%	Increased
527	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$1.71M	-$1.15M	2	0.14%	Reduced
528	ACM Ativo Capital Management Chicago, Illinois	$1.71M	+$1.64M	1	0.74%	New
529	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.71M	+$43.8K	1	3.13%	Increased
530	NRS Neville Rodie & Shaw New York	$1.71M	+$11.5K	1	0.17%	Increased
531	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$1.71M	-$63K	1	0.34%	Reduced
532	AGAM Avalon Global Asset Management San Francisco, California	$1.69M	+$1.55M	1	1.04%	New
533	EIM Essex Investment Management Boston, Massachusetts	$1.68M	-$1.18M	2	0.25%	Reduced
534	Cambridge Investment Research Advisors Fairfield, Iowa	$1.65M	+$11.1K	1	0.06%	Increased
535	UR USCA RIA Houston, Texas	$1.64M	-$21.7K	1	0.55%	Reduced
536	CA Cullinan Associates Louisville, Kentucky	$1.64M	-$3.01M	1	0.27%	Reduced
537	WRM Westport Resources Management Westport, Connecticut	$1.63M	+$94.2K	2	0.44%	Increased
538	Wilmington Trust National Association Wilmington, Delaware	$1.63M	+$150K	1	0.06%	Increased
539	First Allied Advisory Services San Diego, California	$1.62M	+$759K	3	0.12%	Increased
540	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$1.61M	-$3.93K	1	1.71%	Reduced
541	RH Rayner & Haynor Mill Valley, California	$1.61M	-$26K	1	1.22%	Reduced
542	Old National Bancorp Evansville, Indiana	$1.61M	+$897K	1	0.12%	Increased
543	SSA South Street Advisors New York	$1.59M	-$8.5M	1	0.45%	Reduced
544	NPC National Planning Corporation El Segundo, California	$1.59M	+$33K	1	0.12%	Increased
545	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.58M	$0	1	0.1%	Maintained
546	KIA KCM Investment Advisors Greenbrae, California	$1.58M	-$18.8K	1	0.15%	Reduced
547	Ladenburg Thalmann Financial Services Miami, Florida	$1.57M	+$145K	3	0.04%	Increased
548	abrdn Investment Management Edinburgh, United Kingdom	$1.56M	+$1.5M	1	0.01%	New
549	PCM Prelude Capital Management New York	$1.56M	+$636K	5	0.21%	Increased
550	CI Global Investments Oakland, California	$1.55M	-$957K	1	0.04%	Reduced