← 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	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$1.69M	+$16.8K	3	0.02%	Increased
552	Profund Advisors Bethesda, Maryland	$1.68M	+$25.2K	3	0.08%	Increased
553	GL GLG LLC New York	$1.67M	-$86.6K	1	0.12%	Reduced
554	Verition Fund Management Greenwich, Connecticut	$1.67M	+$617K	2	0.18%	Increased
555	PHS Pekin Hardy Strauss Chicago, Illinois	$1.67M	-$14.6K	1	0.29%	Reduced
556	Barings Charlotte, North Carolina	$1.66M	-$162K	1	0.04%	Reduced
557	Central Trust Company Jefferson City, Missouri	$1.64M	-$55.5K	1	0.12%	Reduced
558	Bragg Financial Advisors Charlotte, North Carolina	$1.63M	+$436K	1	0.29%	Increased
559	First Allied Advisory Services San Diego, California	$1.63M	+$32.2K	2	0.09%	Increased
560	Nippon Life Insurance Tokyo, Japan	$1.63M	-$32.8K	1	0.04%	Reduced
561	PP Patten & Patten Chattanooga, Tennessee	$1.58M	-$116K	1	0.2%	Reduced
562	BA BKS Advisors Southfield, Michigan	$1.55M	-$109K	1	0.72%	Reduced
563	MAI Capital Management Independence, Ohio	$1.55M	+$731K	2	0.12%	Increased
564	SAM Selway Asset Management	$1.54M	+$17.8K	1	0.96%	Increased
565	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.53M	$0	2	0.12%	Maintained
566	LPC Loeb Partners Corp New York	$1.53M	-$36.5K	2	0.55%	Reduced
567	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.52M	+$73.1K	1	0.19%	Increased
568	AF Alerus Financial Grand Forks, North Dakota	$1.52M	-$167K	1	0.25%	Reduced
569	PVWM Point View Wealth Management Summit, New Jersey	$1.52M	+$44K	2	0.9%	Increased
570	CCP Corient Capital Partners Newport Beach, California	$1.51M	+$1.49M	1	0.28%	New
571	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$1.51M	-$51.8K	1	0.34%	Reduced
572	CC ClearArc Capital Cincinnati, Ohio	$1.51M	+$100K	1	0.29%	Increased
573	Fort Washington Investment Advisors Cincinnati, Ohio	$1.49M	+$334K	1	0.03%	Increased
574	Squarepoint New York	$1.49M	-$2.37M	2	0.1%	Reduced
575	LIA LS Investment Advisors Bloomfield Hills, Michigan	$1.48M	-$131K	4	0.11%	Reduced