← 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	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$1.55M	+$5.25K	1	1.04%	Increased
527	Bridgewater Associates Westport, Connecticut	$1.55M	-$3.5M	1	0.02%	Reduced
528	SAM Selway Asset Management	$1.55M	-$38.7K	1	1.07%	Reduced
529	SHA Smith Hayes Advisers Lincoln, Nebraska	$1.54M	-$818K	1	0.31%	Reduced
530	FMBTD First Midwest Bank Trust Division Joliet, Illinois	$1.54M	+$1.36M	1	0.2%	New
531	Daiwa Securities Group Tokyo, Japan	$1.52M	+$425K	2	0.01%	Increased
532	Driehaus Capital Management Chicago, Illinois	$1.52M	-$516K	1	0.05%	Reduced
533	First Horizon Advisors Memphis, Tennessee	$1.51M	+$136K	3	0.17%	Increased
534	LCG Lisanti Capital Growth New York	$1.5M	-$80.7K	1	1.77%	Reduced
535	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.47M	+$87.6K	2	0.02%	Increased
536	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.46M	+$14.3K	4	0.11%	Increased
537	TCM Twin Capital Management Mcmurray, Pennsylvania	$1.45M	+$124K	1	0.11%	Increased
538	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$1.44M	+$537K	1	0.37%	Increased
539	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.44M	-$751K	2	0.01%	Reduced
540	NAM NorthCoast Asset Management Greenwich, Connecticut	$1.42M	-$5.88M	1	0.12%	Reduced
541	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$1.41M	+$1.25M	1	0.02%	New
542	PP Palladium Partners Norfolk, Virginia	$1.41M	-$634K	1	0.13%	Reduced
543	Los Angeles Capital Management Los Angeles, California	$1.41M	-$1.41M	2	0.01%	Reduced
544	Todd Asset Management Louisville, Kentucky	$1.39M	+$976K	1	0.04%	Increased
545	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.37M	+$160K	2	0.11%	Increased
546	Old National Bancorp Evansville, Indiana	$1.37M	-$98.7K	2	0.08%	Reduced
547	IB Intrust Bank Wichita, Kansas	$1.37M	+$1.21M	1	0.49%	New
548	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.36M	-$695K	1	0.42%	Reduced
549	AIA Alerus Investment Advisors Wayzata, Minnesota	$1.35M	-$2.89M	1	0.24%	Reduced
550	Ingalls & Snyder LLC New York	$1.34M	-$14.6K	2	0.09%	Reduced