← 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	Parallax Volatility Advisers San Francisco, California	$1.92M	-$2.14M	2	0%	Reduced
527	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$1.9M	+$7.05K	1	0.87%	Increased
528	Lincoln National Corp Radnor, Pennsylvania	$1.89M	-$217K	1	0.11%	Reduced
529	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$1.89M	-$82.4K	1	1.61%	Reduced
530	Balyasny Asset Management Chicago, Illinois	$1.88M	+$1.15M	2	0.01%	Increased
531	FMT First Mercantile Trust Cordova, Tennessee	$1.87M	+$10.3K	3	0.25%	Increased
532	Trexquant Investment Stamford, Connecticut	$1.85M	-$1.7M	2	0.41%	Reduced
533	GH GAM Holding Zurich, Switzerland	$1.85M	-$186K	1	0.03%	Reduced
534	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.83M	-$813K	2	0.75%	Reduced
535	Bahl & Gaynor Cincinnati, Ohio	$1.83M	+$162K	1	0.02%	Increased
536	OI Oakbrook Investments Lisle, Illinois	$1.81M	-$1.98M	1	0.11%	Reduced
537	First Horizon Advisors Memphis, Tennessee	$1.8M	+$146K	3	0.23%	Increased
538	CIM Cambria Investment Management Manhattan Beach, California	$1.8M	-$151K	1	0.84%	Reduced
539	LCP Legacy Capital Partners Milwaukee, Wisconsin	$1.8M	+$416K	1	1.13%	Increased
540	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.8M	+$29.4K	1	0.27%	Increased
541	Todd Asset Management Louisville, Kentucky	$1.78M	-$2.31M	1	0.05%	Reduced
542	SFI SPC Financial Inc Rockville, Maryland	$1.77M	+$1.74M	1	0.57%	New
543	RegentAtlantic Capital Morristown, New Jersey	$1.76M	+$362K	2	0.18%	Increased
544	MAM Meeder Asset Management Dublin, Ohio	$1.76M	-$39K	2	0.15%	Reduced
545	MC Menta Capital San Francisco, California	$1.76M	-$482K	1	0.17%	Reduced
546	GCP GSA Capital Partners London, United Kingdom	$1.75M	-$884K	1	0.09%	Reduced
547	Meiji Yasuda Life Insurance Tokyo, Japan	$1.74M	-$487K	2	0.23%	Reduced
548	GIPM G2 Investment Partners Management New York	$1.71M	-$2.2M	1	0.78%	Reduced
549	SSA South Street Advisors New York	$1.69M	$0	1	0.52%	Maintained
550	Stratos Wealth Partners Beachwood, Ohio	$1.69M	+$1.68M	1	0.11%	New