← 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	FCI Financial Counselors Inc Overland Park, Kansas	$1.25M	+$90.7K	1	0.08%	Increased
527	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.24M	+$87.7K	4	0.1%	Increased
528	AIM Allen Investment Management New York	$1.23M	-$28.2K	1	0.1%	Reduced
529	Bahl & Gaynor Cincinnati, Ohio	$1.2M	+$98.1K	1	0.02%	Increased
530	GIM Groesbeck Investment Management Paramus, New Jersey	$1.2M	-$263K	1	0.76%	Reduced
531	Martingale Asset Management Boston, Massachusetts	$1.18M	-$98.3K	1	0.03%	Reduced
532	Ingalls & Snyder LLC New York	$1.18M	-$93.6K	2	0.08%	Reduced
533	Meiji Yasuda Life Insurance Tokyo, Japan	$1.18M	+$8.98K	2	0.19%	Increased
534	Moore Capital Management New York	$1.17M	-$672K	1	0.04%	Reduced
535	RR Robotti Robert	$1.17M	-$988K	1	0.48%	Reduced
536	First Horizon Advisors Memphis, Tennessee	$1.17M	+$356K	2	0.21%	Increased
537	FMT First Mercantile Trust Cordova, Tennessee	$1.16M	-$783K	3	0.12%	Reduced
538	Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.15M	+$171K	1	0.01%	Increased
539	WSA Wall Street Associates Lajolla, California	$1.15M	-$31K	1	0.32%	Reduced
540	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.15M	-$121K	2	0.02%	Reduced
541	RIG Roosevelt Investment Group New York	$1.14M	+$13.9K	1	0.07%	Increased
542	PCTC Perkins Coie Trust Company Seattle, Washington	$1.13M	+$3.95K	1	0.85%	Increased
543	WA WealthTrust Axiom Wayne, Pennsylvania	$1.13M	-$57.3K	1	0.45%	Reduced
544	Bailard Foster City, California	$1.12M	-$1.08M	1	0.49%	Reduced
545	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$1.12M	$0	1	0.14%	Maintained
546	First Citizens Bank & Trust Raleigh, North Carolina	$1.12M	-$24.2K	1	0.08%	Reduced
547	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$1.11M	+$133K	1	0.73%	Increased
548	RU RobecoSam USA New York	$1.11M	-$237K	1	1.43%	Reduced
549	RNC Capital Management Los Angeles, California	$1.1M	-$792K	1	0.11%	Reduced
550	Sequoia Financial Advisors Akron, Ohio	$1.1M	-$286K	1	0.44%	Reduced