← 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	MUFG Americas New York	$1.91M	-$60.2K	2	0.06%	Reduced
552	SCA Sippican Capital Advisors Boston, Massachusetts	$1.91M	-$116K	1	2.02%	Reduced
553	Profund Advisors Bethesda, Maryland	$1.9M	-$348K	3	0.08%	Reduced
554	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.9M	-$109K	1	0.27%	Reduced
555	GHA GW Henssler & Associates Kennesaw, Georgia	$1.89M	+$130K	1	0.2%	Increased
556	GL GLG LLC New York	$1.89M	-$3.98K	1	0.1%	Reduced
557	PHS Pekin Hardy Strauss Chicago, Illinois	$1.86M	-$62.2K	1	0.36%	Reduced
558	Raymond James Trust St. Petersburg, Florida	$1.86M	+$167K	2	0.14%	Increased
559	PineBridge Investments New York	$1.85M	+$476K	2	0.05%	Increased
560	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$1.84M	+$10.3K	1	1.17%	Increased
561	LCM Logan Capital Management Newtown Square, Pennsylvania	$1.83M	+$23K	2	0.14%	Increased
562	Private Advisor Group Morristown, New Jersey	$1.83M	-$20.6K	1	0.05%	Reduced
563	Commerzbank Aktiengesellschaft Frankfurt, Germany	$1.8M	+$235K	2	0.03%	Increased
564	Old National Bancorp Evansville, Indiana	$1.79M	+$341K	2	0.1%	Increased
565	CBN Cadence Bank NA Houston, Texas	$1.78M	-$35.9K	1	0.82%	Reduced
566	Meiji Yasuda Life Insurance Tokyo, Japan	$1.78M	$0	1	0.28%	Maintained
567	CG Cutler Group San Francisco, California	$1.78M	+$655K	4	0.07%	Increased
568	Parallax Volatility Advisers San Francisco, California	$1.77M	+$1.41M	2	0%	Increased
569	MCM Mork Capital Management Healdsburg, California	$1.77M	-$582K	2	1.58%	Reduced
570	Cubist Systematic Strategies Stamford, Connecticut	$1.77M	-$2.52M	3	0.13%	Reduced
571	AF Alerus Financial Grand Forks, North Dakota	$1.76M	-$8.88K	1	0.27%	Reduced
572	Edmond de Rothschild Holding Chambesy, Switzerland	$1.75M	-$86.4K	1	0.05%	Reduced
573	Central Trust Company Jefferson City, Missouri	$1.74M	-$78.3K	2	0.12%	Reduced
574	CPO Cerity Partners OCIO New York	$1.73M	+$36.4K	1	0.14%	Increased
575	OI Oakbrook Investments Lisle, Illinois	$1.72M	-$46.2K	1	0.11%	Reduced