← 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	GAM Systematic Cambridge, United Kingdom	$2.53M	-$574K	2	0.36%	Reduced
527	Liberty Mutual Group Asset Management Boston, Massachusetts	$2.51M	-$1.35M	2	0.14%	Reduced
528	Weiss Multi-Strategy Advisers New York	$2.5M	-$3.71M	1	0.09%	Reduced
529	IA Icon Advisers Greenwood Village, Colorado	$2.5M	+$1.44M	2	0.18%	Increased
530	HIS Horizon Investment Services Hammond, Indiana	$2.5M	-$86K	1	1.06%	Reduced
531	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$2.49M	+$635K	2	0.17%	Increased
532	Oppenheimer & Co New York	$2.43M	+$392K	2	0.07%	Increased
533	Globeflex Capital San Diego, California	$2.42M	-$141K	1	0.69%	Reduced
534	RegentAtlantic Capital Morristown, New Jersey	$2.42M	+$102K	2	0.21%	Increased
535	LCP Legacy Capital Partners Milwaukee, Wisconsin	$2.42M	-$121K	1	1.27%	Reduced
536	HCA Horan Capital Advisors Cincinnati, Ohio	$2.4M	-$708K	1	1.48%	Reduced
537	CEP Chicago Equity Partners Chicago, Illinois	$2.4M	+$488K	2	0.08%	Increased
538	Stratos Wealth Partners Beachwood, Ohio	$2.39M	-$190K	1	0.11%	Reduced
539	FAB First American Bank Dundee, Illinois	$2.37M	-$211K	1	0.18%	Reduced
540	Balentine LLC Atlanta, Georgia	$2.37M	-$3.77K	2	0.2%	Reduced
541	CT Chicago Trust Grayslake, Illinois	$2.36M	+$326K	1	1%	Increased
542	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$2.36M	+$777K	2	0.16%	Increased
543	LS Investment Advisors Bloomfield Hills, Michigan	$2.36M	+$32.7K	4	0.14%	Increased
544	Rafferty Asset Management New York	$2.35M	+$262K	1	0.05%	Increased
545	Sit Investment Associates Minneapolis, Minnesota	$2.35M	-$11.7K	2	0.06%	Reduced
546	Stonebridge Capital Advisors St Paul, Minnesota	$2.33M	-$396K	1	0.57%	Reduced
547	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2.31M	+$15.5K	1	0.96%	Increased
548	Amica Mutual Insurance Providence, Rhode Island	$2.27M	$0	1	0.2%	Maintained
549	Carson Wealth (CWM LLC) Omaha, Nebraska	$2.25M	-$697K	3	0.11%	Reduced
550	3C 361 Capital Denver, Colorado	$2.24M	+$2.01M	1	0.43%	New