← 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	CCM Cai Capital Management New York	$1.13M	-$107K	2	0.72%	Reduced
552	WRM Westport Resources Management Westport, Connecticut	$1.12M	+$90.7K	2	0.37%	Increased
553	SAMNY Samsung Asset Management (New York) New York	$1.12M	-$141K	1	1.31%	Reduced
554	GAM Holding Zurich, Switzerland	$1.11M	+$927K	2	0.02%	Increased
555	MAI Capital Management Independence, Ohio	$1.11M	+$128K	1	0.14%	Increased
556	BCA Benchmark Capital Advisors New York	$1.11M	+$302K	1	0.8%	Increased
557	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$1.08M	+$1.05M	1	0.15%	New
558	SSI Investment Management Los Angeles, California	$1.07M	+$1.04M	1	0.1%	New
559	Tower Research Capital (TRC) New York	$1.06M	+$656K	4	0.11%	Increased
560	GACM Green Arrow Capital Management New York	$1.06M	+$1.03M	1	0.08%	New
561	MVP Missouri Valley Partners St. Louis, Missouri	$1.06M	-$150K	1	0.4%	Reduced
562	Curian Capital Denver, Colorado	$1.05M	+$566K	1	0.02%	Increased
563	Livforsakringsbolaget Skandia Stockholm, Sweden	$1.04M	$0	2	0.72%	Maintained
564	Callahan Advisors Houston, Texas	$1.02M	+$624K	1	0.39%	Increased
565	MCM McKinley Capital Management Anchorage, Alaska	$1.01M	-$4.41M	1	0.04%	Reduced
566	BancorpSouth Tupelo, Mississippi	$1M	-$31.6K	1	0.12%	Reduced
567	GW Henssler & Associates Kennesaw, Georgia	$1M	+$3.9K	1	0.13%	Increased
568	Dodge & Cox San Francisco, California	$1M	-$692K	1	0%	Reduced
569	IIM Ivory Investment Management New York	$1M	-$193K	1	0.05%	Reduced
570	NPC National Planning Corporation El Segundo, California	$994K	+$52.8K	1	0.1%	Increased
571	Adell Harriman & Carpenter Houston, Texas	$992K	+$638K	1	0.28%	Increased
572	Truist Financial Charlotte, North Carolina	$990K	+$49.9K	1	0.04%	Increased
573	Dean Investment Associates Beavercreek, Ohio	$982K	+$61.7K	1	0.26%	Increased
574	ARTA A.R.T. Advisors New York	$981K	+$143K	1	0.05%	Increased
575	WhitTier Trust Company Reno, Nevada	$974K	+$59.4K	3	0.13%	Increased