← 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
576	WCM Wunderlich Capital Managemnt Memphis, Tennessee	$1.33M	-$9.57K	1	1.22%	Reduced
577	Cubist Systematic Strategies Stamford, Connecticut	$1.31M	+$1.28M	3	0.08%	New
578	Parallax Volatility Advisers San Francisco, California	$1.31M	-$271K	3	0.01%	Reduced
579	United Capital Financial Advisors Irving, Texas	$1.3M	+$41K	1	0.02%	Increased
580	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.29M	$0	1	0.17%	Maintained
581	CK Carnick & Kubik Colorado Springs, Colorado	$1.28M	+$23.4K	1	1.28%	Increased
582	ICOA Investment Centers of America Bismarck, North Dakota	$1.28M	-$251K	1	0.29%	Reduced
583	WPC Waters Parkerson & Co New Orleans, Louisiana	$1.28M	-$15K	1	0.15%	Reduced
584	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.27M	+$9.28K	1	0.21%	Increased
585	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$1.27M	+$661K	1	0%	Increased
586	BAC Boys Arnold & Co Asheville, North Carolina	$1.26M	+$57.1K	1	0.22%	Increased
587	GAMCO Investors Greenwich, Connecticut	$1.26M	+$37.3K	1	0.01%	Increased
588	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$1.25M	+$256K	1	0.49%	Increased
589	PAM Princeton Alpha Management Princeton Junction, New Jersey	$1.25M	+$1.2M	1	0.26%	New
590	Cornerstone Investment Partners Atlanta, Georgia	$1.24M	$0	1	0.01%	Maintained
591	FMB Field & Main Bank Henderson, Kentucky	$1.24M	$0	1	1.16%	Maintained
592	Fort Washington Investment Advisors Cincinnati, Ohio	$1.24M	+$343K	1	0.02%	Increased
593	GF Gerry Farber New York	$1.24M	+$1.19M	1	1.28%	New
594	WA Winfield Associates Cleveland, Ohio	$1.23M	-$53.1K	1	0.89%	Reduced
595	SFP Santa Fe Partners Santa Fe, New Mexico	$1.22M	+$1.18M	1	0.18%	New
596	SLG Stanley-Laman Group Berwyn, Pennsylvania	$1.21M	$0	1	0.22%	Maintained
597	Smithfield Trust Pittsburgh, Pennsylvania	$1.2M	-$150K	1	0.24%	Reduced
598	P Pitcairn Conshohocken, Pennsylvania	$1.16M	+$270K	2	0.13%	Increased
599	State of Alaska Department of Revenue Juneau, Alaska	$1.16M	$0	1	0.24%	Maintained
600	Moore Capital Management New York	$1.15M	+$668K	1	0.03%	Increased