← 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	GL GLG LLC New York	$1.78M	-$202K	1	0.11%	Reduced
602	SCA Snowden Capital Advisors New York	$1.77M	+$18K	1	0.33%	Increased
603	CCP Corient Capital Partners Newport Beach, California	$1.77M	-$20.3K	1	0.27%	Reduced
604	Profund Advisors Bethesda, Maryland	$1.75M	-$186K	3	0.08%	Reduced
605	IB Intrust Bank Wichita, Kansas	$1.74M	+$72.4K	3	0.59%	Increased
606	Simplicity Solutions Minneapolis, Minnesota	$1.73M	+$89.7K	2	0.2%	Increased
607	First Horizon Advisors Memphis, Tennessee	$1.72M	+$101K	4	0.19%	Increased
608	Magnetar Financial Evanston, Illinois	$1.72M	+$1.73M	1	0.03%	New
609	MAI Capital Management Independence, Ohio	$1.71M	-$48.1K	2	0.11%	Reduced
610	SAM Strategy Asset Managers Pasadena, California	$1.7M	+$1.26M	1	0.35%	Increased
611	Truist Financial Charlotte, North Carolina	$1.7M	-$84.5K	2	0.03%	Reduced
612	Nippon Life Insurance Tokyo, Japan	$1.69M	-$82.2K	1	0.03%	Reduced
613	Voloridge Investment Management Jupiter, Florida	$1.68M	-$160K	1	0.04%	Reduced
614	BA BKS Advisors Southfield, Michigan	$1.67M	-$16K	1	0.68%	Reduced
615	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$1.66M	+$55.2K	1	0.16%	Increased
616	AE Wealth Management Topeka, Kansas	$1.66M	+$539K	1	0.2%	Increased
617	Meiji Yasuda Life Insurance Tokyo, Japan	$1.66M	-$204K	1	0.26%	Reduced
618	TCOT Trust Company of Toledo Holland, Ohio	$1.66M	-$75.7K	2	0.43%	Reduced
619	Central Trust Company Jefferson City, Missouri	$1.65M	-$176K	2	0.11%	Reduced
620	NMC Nine Masts Capital Central, Hong Kong	$1.63M	+$1.59M	1	0.19%	New
621	CIA Capital Impact Advisors Boston, Massachusetts	$1.61M	-$609K	1	0.73%	Reduced
622	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$1.6M	$0	1	0.03%	Maintained
623	Jane Street New York	$1.58M	-$2.46M	4	0.01%	Reduced
624	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$1.58M	+$1.56M	1	1.4%	New
625	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.58M	-$44.2K	2	0.42%	Reduced