← 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
First Horizon Advisors
First Horizon Advisors
Tennessee
$1.72M +$10K 4 0.18% Increased
602
Trustmark National Bank Trust Department
Trustmark National Bank Trust Department
Mississippi
$1.72M -$124K 1 0.2% Reduced
603
Nippon Life Insurance
Nippon Life Insurance
Japan
$1.71M +$45.4K 1 0.03% Increased
604
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
$1.7M -$70.6K 1 0.76% Reduced
605
Cigna Investments
Cigna Investments
Connecticut
$1.69M +$331K 2 0.11% Increased
606
KC
Kepos Capital
New York
$1.67M +$1.64M 1 0.28% New
607
Strategy Asset Managers
Strategy Asset Managers
California
$1.66M -$18.5K 1 0.34% Reduced
608
SCA
Sippican Capital Advisors
Massachusetts
$1.66M -$310K 1 1.7% Reduced
609
BA
BKS Advisors
Michigan
$1.64M $0 1 0.64% Maintained
610
Pittenger & Anderson Inc
Pittenger & Anderson Inc
Nebraska
$1.64M $0 1 0.15% Maintained
611
Boston Advisors
Boston Advisors
Massachusetts
$1.63M -$11.3M 1 0.04% Reduced
612
Barings
Barings
North Carolina
$1.63M -$1.38M 2 0.03% Reduced
613
AE Wealth Management
AE Wealth Management
Kansas
$1.62M -$19.2K 1 0.15% Reduced
614
Quantitative Investment Management
Quantitative Investment Management
Virginia
$1.62M -$10.6M 1 0.02% Reduced
615
Shelton Capital Management
Shelton Capital Management
Colorado
$1.61M -$25.9K 3 0.11% Reduced
616
TCOT
Trust Company of Toledo
Ohio
$1.59M -$44.1K 1 0.4% Reduced
617
Central Trust Company
Central Trust Company
Missouri
$1.59M -$41.7K 2 0.1% Reduced
618
CAM
Covenant Asset Management
New Jersey
$1.59M +$21.4K 1 0.97% Increased
619
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Michigan
$1.58M -$363K 1 0.94% Reduced
620
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.57M $0 1 0.03% Maintained
621
Perkins Coie Trust Company
Perkins Coie Trust Company
Washington
$1.57M +$29.7K 1 0.82% Increased
622
ICRM
Insight Capital Research & Management
California
$1.57M -$1.24M 1 0.89% Reduced
623
LAM
Lingohr Asset Management
Germany
$1.56M -$65.4K 1 0.8% Reduced
624
FRM
Fox Run Management
Connecticut
$1.56M +$35K 2 0.44% Increased
625
GSA Capital Partners
GSA Capital Partners
United Kingdom
$1.56M -$2.45M 2 0.11% Reduced