← 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	Central Trust Company Jefferson City, Missouri	$1.65M	-$27.1K	2	0.11%	Reduced
577	GPCM Granite Point Capital Management Boston, Massachusetts	$1.64M	+$1.54M	1	1.31%	New
578	SAM Selway Asset Management	$1.64M	+$65.6K	1	0.98%	Increased
579	Meiji Yasuda Life Insurance Tokyo, Japan	$1.61M	-$165K	1	0.27%	Reduced
580	Alerus Financial Grand Forks, North Dakota	$1.6M	+$46.1K	1	0.26%	Increased
581	OI Oakbrook Investments Lisle, Illinois	$1.6M	-$249K	1	0.1%	Reduced
582	GW Henssler & Associates Kennesaw, Georgia	$1.59M	+$83.4K	1	0.18%	Increased
583	Logan Capital Management Newtown Square, Pennsylvania	$1.59M	$0	2	0.13%	Maintained
584	LS Investment Advisors Bloomfield Hills, Michigan	$1.58M	+$60.2K	4	0.11%	Increased
585	MAI Capital Management Independence, Ohio	$1.58M	+$2.89K	2	0.12%	Increased
586	Penserra Capital Management Orinda, California	$1.57M	+$630K	4	0.18%	Increased
587	PVWM Point View Wealth Management Summit, New Jersey	$1.57M	+$3.76K	2	0.9%	Increased
588	Corient Capital Partners Newport Beach, California	$1.54M	-$5.31K	1	0.27%	Reduced
589	Cerity Partners OCIO New York	$1.52M	+$188K	1	0.13%	Increased
590	Raymond James Trust St. Petersburg, Florida	$1.51M	+$27.2K	2	0.12%	Increased
591	Trustmark National Bank Trust Department Jackson, Mississippi	$1.51M	-$44.6K	1	0.2%	Reduced
592	State of Alaska Department of Revenue Juneau, Alaska	$1.51M	-$959K	2	0.14%	Reduced
593	Prelude Capital Management New York	$1.5M	+$766K	3	0.18%	Increased
594	LAM Lingohr Asset Management Duesseldorf, Germany	$1.5M	-$26.9K	1	0.92%	Reduced
595	TCOT Trust Company of Toledo Holland, Ohio	$1.49M	+$39K	1	0.42%	Increased
596	PCMI Princeton Capital Management Inc Princeton, New Jersey	$1.49M	+$14.9K	1	0.99%	Increased
597	SCA Snowden Capital Advisors New York	$1.48M	+$74.1K	2	0.37%	Increased
598	Sit Investment Associates Minneapolis, Minnesota	$1.46M	+$42.1K	1	0.04%	Increased
599	BA BKS Advisors Southfield, Michigan	$1.45M	-$134K	1	0.68%	Reduced
600	Blue Chip Partners Farmington Hills, Michigan	$1.44M	+$1.03M	1	0.57%	Increased