← 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	SCA Sippican Capital Advisors Boston, Massachusetts	$1.83M	-$293K	1	1.92%	Reduced
552	NA Neuburgh Advisers Los Angeles, California	$1.83M	+$1.79M	1	0.08%	New
553	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.82M	-$16.8K	1	0.25%	Reduced
554	CIM Cambria Investment Management Manhattan Beach, California	$1.82M	-$21.9K	1	0.76%	Reduced
555	Oppenheimer & Co New York	$1.8M	-$547K	1	0.05%	Reduced
556	AR Advisory Research Chicago, Illinois	$1.8M	+$1.68M	1	0.03%	New
557	FHC First Houston Capital Houston, Texas	$1.78M	-$230K	1	1.72%	Reduced
558	Quantbot Technologies New York	$1.78M	-$1.49M	3	0.2%	Reduced
559	MUFG Americas New York	$1.77M	-$483K	2	0.06%	Reduced
560	Nippon Life Insurance Tokyo, Japan	$1.75M	+$82.3K	1	0.03%	Increased
561	PHS Pekin Hardy Strauss Chicago, Illinois	$1.74M	+$39.4K	1	0.16%	Increased
562	GIPM G2 Investment Partners Management New York	$1.74M	$0	1	0.86%	Maintained
563	Cookson Peirce & Co Pittsburgh, Pennsylvania	$1.73M	+$396K	1	0.24%	Increased
564	First Allied Advisory Services San Diego, California	$1.73M	+$57.1K	2	0.09%	Increased
565	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.71M	-$150K	1	0.53%	Reduced
566	GL GLG LLC New York	$1.71M	+$4.79K	1	0.12%	Increased
567	GCP GSA Capital Partners London, United Kingdom	$1.71M	-$140K	2	0.1%	Reduced
568	Private Advisor Group Morristown, New Jersey	$1.7M	+$752K	2	0.06%	Increased
569	FCI Financial Counselors Inc Overland Park, Kansas	$1.68M	+$1.64M	1	0.09%	New
570	Nomura Holdings Tokyo, Japan	$1.67M	+$1.62M	1	0%	Increased
571	Truist Financial Charlotte, North Carolina	$1.67M	-$423K	2	0.03%	Reduced
572	Edmond de Rothschild Holding Chambesy, Switzerland	$1.66M	+$1.48M	1	0.05%	Increased
573	Weiss Multi-Strategy Advisers New York	$1.66M	+$1.62M	1	0.08%	New
574	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$1.65M	+$1.62M	1	1.15%	New
575	CBN Cadence Bank NA Houston, Texas	$1.65M	-$973K	1	0.77%	Reduced