← 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	Ninety One (UK) London, United Kingdom	$2.62M	+$1.3M	1	0.01%	Increased
552	AF Alerus Financial Grand Forks, North Dakota	$2.62M	+$348K	1	0.37%	Increased
553	TCM Timpani Capital Management Milwaukee, Wisconsin	$2.61M	+$162K	2	0.94%	Increased
554	Capital International Inc Los Angeles, California	$2.61M	-$544K	1	0.39%	Reduced
555	Stratos Wealth Partners Beachwood, Ohio	$2.58M	+$124K	4	0.12%	Increased
556	First Financial Bank - Trust Division Hamilton, Ohio	$2.58M	+$2.53M	1	0.42%	New
557	Paloma Partners Greenwich, Connecticut	$2.55M	+$2.06M	3	0.03%	Increased
558	GSA Capital Partners London, United Kingdom	$2.55M	+$1.08M	4	0.16%	Increased
559	Sit Investment Associates Minneapolis, Minnesota	$2.53M	+$46.6K	2	0.06%	Increased
560	LCP Legacy Capital Partners Milwaukee, Wisconsin	$2.52M	+$31.8K	1	1.25%	Increased
561	D.A. Davidson & Co Great Falls, Montana	$2.52M	-$159K	1	0.05%	Reduced
562	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$2.51M	-$310K	4	0.04%	Reduced
563	WesBanco Bank Wheeling, West Virginia	$2.49M	-$1.65M	1	0.17%	Reduced
564	Liberty Mutual Group Asset Management Boston, Massachusetts	$2.49M	-$124K	2	0.07%	Reduced
565	Oppenheimer & Co New York	$2.47M	-$46.2K	2	0.06%	Reduced
566	Balentine LLC Atlanta, Georgia	$2.44M	$0	2	0.19%	Maintained
567	CT Chicago Trust Grayslake, Illinois	$2.43M	+$2.18K	1	0.97%	Increased
568	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$2.42M	+$49.1K	1	0.96%	Increased
569	Balyasny Asset Management Chicago, Illinois	$2.42M	-$4.73M	4	0.01%	Reduced
570	BDS Banco de Sabadell Miami, Florida	$2.38M	+$2.34M	1	0.3%	New
571	SCA Snowden Capital Advisors New York	$2.37M	+$268K	2	0.34%	Increased
572	LCG Lisanti Capital Growth New York	$2.37M	+$34.2K	1	1.36%	Increased
573	Prelude Capital Management New York	$2.37M	+$283K	3	0.19%	Increased
574	Dana Investment Advisors Waukesha, Wisconsin	$2.31M	+$220K	1	0.1%	Increased
575	GW Henssler & Associates Kennesaw, Georgia	$2.3M	+$130K	1	0.22%	Increased