← 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	GMCM Gruber & McBaine Capital Management San Francisco, California	$1.81M	-$228K	1	0.49%	Reduced
527	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.8M	+$503K	1	0.08%	Increased
528	Vident Investment Advisory Alpharetta, Georgia	$1.8M	+$126K	3	0.24%	Increased
529	PMFA Plante Moran Financial Advisors Southfield, Michigan	$1.78M	-$192K	2	1.28%	Reduced
530	Sequoia Financial Advisors Akron, Ohio	$1.77M	+$2.33K	1	0.75%	Increased
531	CAM ClariVest Asset Management San Diego, California	$1.76M	+$20.7K	2	0.05%	Increased
532	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.76M	+$287K	3	0.13%	Increased
533	SSA South Street Advisors New York	$1.74M	+$79.1K	1	0.55%	Increased
534	PAM Princeton Alpha Management Princeton Junction, New Jersey	$1.73M	+$1.52M	1	0.34%	Increased
535	CNC Citizens & Northern Corp Wellsboro, Pennsylvania	$1.7M	+$7.69K	1	1.32%	Increased
536	Cambridge Investment Research Advisors Fairfield, Iowa	$1.7M	+$67.8K	2	0.05%	Increased
537	HHC Hutchin Hill Capital New York	$1.69M	+$377K	2	0.04%	Increased
538	Ameritas Investment Partners Lincoln, Nebraska	$1.69M	$0	2	0.11%	Maintained
539	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.65M	+$48.4K	1	0.04%	Increased
540	Quantbot Technologies New York	$1.65M	+$1.72M	3	0.29%	New
541	SFP Santa Fe Partners Santa Fe, New Mexico	$1.64M	-$1.02M	1	0.22%	Reduced
542	Tudor Investment Corp Stamford, Connecticut	$1.64M	-$4.7M	3	0.05%	Reduced
543	RegentAtlantic Capital Morristown, New Jersey	$1.6M	+$1.68M	1	0.14%	New
544	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$1.59M	+$164K	1	0.72%	Increased
545	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.57M	+$65.3K	1	0.21%	Increased
546	RIM Regent Investment Management Louisville, Kentucky	$1.56M	-$66K	2	0.79%	Reduced
547	FIM Freedom Investment Management Hartford, Connecticut	$1.55M	+$35.7K	3	0.16%	Increased
548	Squarepoint New York	$1.53M	+$773K	2	0.5%	Increased
549	Clifford Swan Investment Counsel Pasadena, California	$1.53M	+$740K	2	0.1%	Increased
550	MCM Mork Capital Management Healdsburg, California	$1.51M	$0	2	1.78%	Maintained