← 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	CIBC World Market Toronto, Ontario, Canada	$2.41M	+$2.36M	1	0.01%	New
552	First Allied Advisory Services San Diego, California	$2.37M	-$5.77K	2	0.11%	Reduced
553	ETrade Capital Management Arlington, Virginia	$2.36M	+$184K	4	0.09%	Increased
554	People's United Financial Bridgeport, Connecticut	$2.33M	+$71.6K	1	0.08%	Increased
555	RegentAtlantic Capital Morristown, New Jersey	$2.33M	-$71.2K	2	0.21%	Reduced
556	EI EAM Investors Solana Beach, California	$2.33M	-$670K	1	0.38%	Reduced
557	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2.32M	+$70.1K	1	1%	Increased
558	Dana Investment Advisors Waukesha, Wisconsin	$2.31M	-$290K	1	0.11%	Reduced
559	AMI Amica Mutual Insurance Providence, Rhode Island	$2.31M	$0	1	0.21%	Maintained
560	LIA LS Investment Advisors Bloomfield Hills, Michigan	$2.24M	+$92.8K	4	0.14%	Increased
561	Kentucky Retirement Systems Frankfort, Kentucky	$2.23M	-$12K	1	0.17%	Reduced
562	Pacer Advisors Malvern, Pennsylvania	$2.18M	+$1.69M	2	0.22%	Increased
563	AF Alerus Financial Grand Forks, North Dakota	$2.17M	+$313K	1	0.32%	Increased
564	Sit Investment Associates Minneapolis, Minnesota	$2.14M	-$19.3K	2	0.05%	Reduced
565	Private Advisor Group Morristown, New Jersey	$2.13M	+$156K	2	0.06%	Increased
566	Todd Asset Management Louisville, Kentucky	$2.1M	+$11.4K	1	0.06%	Increased
567	CIM Cambria Investment Management Manhattan Beach, California	$2.08M	-$255K	2	0.45%	Reduced
568	HH HWG Holdings Houston, Texas	$2.08M	+$1.14M	1	1.54%	Increased
569	HIS Horizon Investment Services Hammond, Indiana	$2.08M	+$821K	1	0.93%	Increased
570	GC Globeflex Capital San Diego, California	$2.07M	-$263K	1	0.51%	Reduced
571	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$2.06M	+$68.4K	1	0.3%	Increased
572	Johnson Investment Counsel Cincinnati, Ohio	$2.06M	-$13.3K	1	0.06%	Reduced
573	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$2.06M	-$75.4K	1	1.69%	Reduced
574	CT Chicago Trust Grayslake, Illinois	$2.06M	-$100K	1	0.91%	Reduced
575	Employees Retirement System of Texas Austin, Texas	$2.05M	-$5.96M	1	0.03%	Reduced