← 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	Truist Financial Charlotte, North Carolina	$1.71M	-$138K	2	0.03%	Reduced
577	CCP Corient Capital Partners Newport Beach, California	$1.7M	-$852	1	0.27%	Reduced
578	GA Geneva Advisors Chicago, Illinois	$1.69M	+$450K	2	0.03%	Increased
579	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$1.69M	+$391K	1	0.74%	Increased
580	Nippon Life Insurance Tokyo, Japan	$1.69M	-$230K	1	0.03%	Reduced
581	Barings Charlotte, North Carolina	$1.69M	+$151K	2	0.03%	Increased
582	SCA Snowden Capital Advisors New York	$1.69M	+$33.1K	2	0.37%	Increased
583	Granahan Investment Management Waltham, Massachusetts	$1.69M	-$11.9M	1	0.17%	Reduced
584	MAI Capital Management Independence, Ohio	$1.68M	-$78.7K	2	0.11%	Reduced
585	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$1.68M	+$11K	1	0.2%	Increased
586	CTA Chesley Taft & Associates Chicago, Illinois	$1.66M	-$27.8K	1	0.16%	Reduced
587	TCOT Trust Company of Toledo Holland, Ohio	$1.65M	+$7.32K	2	0.45%	Increased
588	IA Icon Advisers Greenwood Village, Colorado	$1.65M	-$754K	2	0.11%	Reduced
589	CC ClearArc Capital Cincinnati, Ohio	$1.65M	+$205K	1	0.27%	Increased
590	Cerity Partners New York	$1.63M	+$1.31M	1	0.14%	Increased
591	IB Intrust Bank Wichita, Kansas	$1.62M	+$323K	3	0.57%	Increased
592	DCM Dynamic Capital Management St. Helier, Jersey	$1.61M	-$1.04M	2	0.26%	Reduced
593	BA BKS Advisors Southfield, Michigan	$1.6M	$0	1	0.7%	Maintained
594	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.6M	+$797	2	0.43%	Increased
595	First Horizon Advisors Memphis, Tennessee	$1.58M	+$163K	3	0.18%	Increased
596	Virginia Retirement Systems Richmond, Virginia	$1.58M	+$853K	1	0.02%	Increased
597	SAM Shell Asset Management The Hague, Netherlands	$1.57M	-$99.2K	1	0.03%	Reduced
598	TC Telemus Capital Southfield, Michigan	$1.57M	+$444K	1	0.16%	Increased
599	LCG Lisanti Capital Growth New York	$1.57M	-$1.75M	2	2.24%	Reduced
600	Swiss Life Asset Management Zurich,	$1.56M	+$851K	1	0.04%	Increased