← 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
601	AWM Affinity Wealth Management Wilmington, Delaware	$23.5M	+$276K	2	3.03%	Increased
602	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$23.5M	-$10.6M	4	0.35%	Reduced
603	SCM SIR Capital Management New York	$23.4M	-$5.27M	3	2.68%	Reduced
604	Fideuram - Intesa Sanpaolo Private Banking Turin,	$23.3M	+$2.34M	2	0.7%	Increased
605	TCOV Trust Company of Vermont Brattleboro, Vermont	$23.2M	+$22M	2	0.87%	New
606	ABN AMRO Bank Amsterdam, Netherlands	$23M	-$854K	3	0.3%	Reduced
607	BFIM Beese Fulmer Investment Management Canton, Ohio	$23M	+$530K	2	1.33%	Increased
608	Mizuho Securities USA New York	$22.9M	-$7.81M	3	0.37%	Reduced
609	CCM Clearfield Capital Management New York	$22.9M	+$17.2M	1	16.08%	New
610	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$22.9M	+$191K	3	0.14%	Increased
611	MTC McDaniel Terry & Co Austin, Texas	$22.8M	+$960K	1	1.78%	Increased
612	LBC Lowe Brockenbrough & Co Richmond, Virginia	$22.5M	-$69.8K	2	1%	Reduced
613	CC Conversant Capital Summit, New Jersey	$22.4M	+$17.1M	1	2.63%	New
614	FNT First Nebraska Trust Lincoln, Nebraska	$22.3M	-$47.2K	1	1.8%	Reduced
615	First National Bank of Omaha Omaha, Nebraska	$22.3M	-$5.05M	4	0.63%	Reduced
616	Advisory Services Network Atlanta, Georgia	$22.2M	+$1.83M	4	0.25%	Increased
617	TCM Tributary Capital Management Omaha, Nebraska	$22.2M	-$7.52M	2	1.83%	Reduced
618	Zacks Investment Management Chicago, Illinois	$22.2M	+$11.1M	3	0.16%	Increased
619	FAB First American Bank Dundee, Illinois	$22.2M	-$22.2K	1	1.24%	Reduced
620	Gulf International Bank (UK) London, United Kingdom	$22.2M	-$400K	3	0.44%	Reduced
621	Integrated Wealth Concepts Waltham, Massachusetts	$22.1M	+$8.81M	6	0.14%	Increased
622	Erste Asset Management Vienna, Austria	$22.1M	-$3.62M	2	0.17%	Reduced
623	VHAM Van Hulzen Asset Management El Dorado Hills, California	$22.1M	-$1.08M	1	1.57%	Reduced
624	BPIM Brant Point Investment Management New York	$22M	-$5.57M	1	2.71%	Reduced
625	ABN AMRO Investment Solutions Paris Cedex 008,	$21.9M	+$6.94M	5	0.19%	Increased