← 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
551	DC Dendur Capital New York	$28M	+$26.2M	1	1.47%	New
552	Fort Washington Investment Advisors Cincinnati, Ohio	$27.8M	-$6.9M	2	0.14%	Reduced
553	Palisade Capital Management Fort Lee, New Jersey	$27.8M	-$1.55M	2	1.21%	Reduced
554	OP Asset Management Helsinki,	$27.7M	-$5.38M	3	0.3%	Reduced
555	CP CenterBook Partners Greenwich, Connecticut	$27.4M	-$8.64M	6	1.35%	Reduced
556	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$27.4M	-$16M	3	1.15%	Reduced
557	Dana Investment Advisors Waukesha, Wisconsin	$27.3M	-$373K	4	0.71%	Reduced
558	AHC Adell Harriman & Carpenter Houston, Texas	$27.2M	+$638K	1	1.39%	Increased
559	Larson Financial Group St Louis, Missouri	$27.1M	+$4.83M	9	0.71%	Increased
560	Crossmark Global Holdings Houston, Texas	$27.1M	-$27.8M	4	0.35%	Reduced
561	TIC TriCert Investment Counsel Waterloo,	$27.1M	+$25.6M	1	2.52%	New
562	STP Science & Technology Partners New York	$27M	+$18M	3	4.55%	Increased
563	GIPM G2 Investment Partners Management New York	$27M	+$4.02M	2	4.92%	Increased
564	Weiss Asset Management Boston, Massachusetts	$27M	+$3.83M	3	0.28%	Increased
565	Merit Financial Group Alpharetta, Georgia	$27M	+$1.86M	4	0.16%	Increased
566	M Mirova Paris, France	$27M	+$1.56M	2	1%	Increased
567	MLL Moody Lynn & Lieberson Boston, Massachusetts	$26.8M	-$780K	1	1.41%	Reduced
568	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$26.7M	+$2.9M	3	0.96%	Increased
569	Kestra Private Wealth Services Austin, Texas	$26.5M	+$749K	4	0.29%	Increased
570	Benjamin Edwards Inc Clayton, Missouri	$26.4M	+$4.42M	4	0.24%	Increased
571	Scotia Capital Toronto, Ontario, Canada	$26.3M	+$2.69M	1	0.1%	Increased
572	Junto Capital Management New York	$26.2M	-$3.6M	1	0.46%	Reduced
573	SC Sagefield Capital Dallas, Texas	$26M	-$4.15M	2	1.93%	Reduced
574	WhitTier Trust Company Reno, Nevada	$25.9M	+$168K	4	0.49%	Increased
575	Engineers Gate Manager New York	$25.9M	+$2.55M	7	0.34%	Increased