← 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	Norinchukin Bank Tokyo, Japan	$2.98M	+$165K	1	0.05%	Increased
527	SCM Stellar Capital Management Phoenix, Arizona	$2.98M	+$16.5K	1	1.98%	Increased
528	Hamilton Point Investment Advisors Chapel Hill, North Carolina	$2.96M	+$125K	1	1.55%	Increased
529	People's United Financial Bridgeport, Connecticut	$2.95M	+$771K	2	0.09%	Increased
530	SMH Sanders Morris Harris Houston, Texas	$2.95M	-$228K	1	1.25%	Reduced
531	Smith Salley Wealth Management Greensboro, North Carolina	$2.92M	+$78.1K	1	0.52%	Increased
532	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$2.91M	-$8.85K	4	0.02%	Reduced
533	Fred Alger Management New York	$2.91M	+$1.16M	3	0.01%	Increased
534	Zeke Capital Advisors Berwyn, Pennsylvania	$2.85M	+$1.41M	3	0.3%	Increased
535	Sumitomo Life Insurance Tokyo, Japan	$2.84M	-$558K	1	0.36%	Reduced
536	FA Friess Associates Greenville, Delaware	$2.82M	+$535K	1	0.23%	Increased
537	First Mercantile Trust Cordova, Tennessee	$2.82M	-$216K	3	0.55%	Reduced
538	DT Investment Partners Chadds Ford, Pennsylvania	$2.8M	+$2.76M	1	0.44%	New
539	RNC Capital Management Los Angeles, California	$2.8M	-$933	1	0.19%	Reduced
540	RegentAtlantic Capital Morristown, New Jersey	$2.79M	+$261K	2	0.23%	Increased
541	GIA Gargoyle Investment Advisor Englewood, New Jersey	$2.78M	-$4.08M	1	1.11%	Reduced
542	SPC Financial Inc Rockville, Maryland	$2.76M	+$38.9K	1	0.64%	Increased
543	Westwood Holdings Group Dallas, Texas	$2.75M	+$2.7M	1	0.02%	New
544	SIM Sentry Investment Management Stevens Point, Wisconsin	$2.74M	+$54.5K	1	0.15%	Increased
545	SCM Sandler Capital Management New York	$2.74M	+$2.7M	1	0.39%	New
546	IberiaBank Lafayette, Louisiana	$2.74M	+$2.69M	1	0.43%	New
547	CAM Cypress Asset Management Houston, Texas	$2.72M	-$49.4K	1	0.59%	Reduced
548	PTCG Pring Turner Capital Group Alamo, California	$2.72M	-$30.3K	1	2.93%	Reduced
549	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$2.71M	-$66.9K	1	1.31%	Reduced
550	FAB First American Bank Dundee, Illinois	$2.63M	+$184K	1	0.2%	Increased