← 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
626	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$21.9M	-$2.14M	3	0.28%	Reduced
627	CIS Connors Investor Services Wyomissing, Pennsylvania	$21.8M	+$10.9K	1	1.88%	Increased
628	NRG Nemes Rush Group Novi, Michigan	$21.8M	+$491K	2	1.8%	Increased
629	OpenArc Corporate Advisory Atlanta, Georgia	$21.7M	-$565K	4	0.26%	Reduced
630	World Investment Advisors Santa Barbara, California	$21.7M	+$60K	3	0.36%	Increased
631	ACM Alight Capital Management New York	$21.5M	-$16.6M	3	3.01%	Reduced
632	ACM Arosa Capital Management Miami Beach, Florida	$21.4M	+$8.56M	3	3.82%	Increased
633	TCCM Timber Creek Capital Management Boston, Massachusetts	$21.4M	-$1.48M	1	4.37%	Reduced
634	MassMutual Private Wealth & Trust Windsor, Connecticut	$21.3M	-$719K	7	0.55%	Reduced
635	WHGC Wealth High Governance Capital Sao Paulo, Brazil	$21.2M	+$9.2M	2	6.35%	Increased
636	GWM Graybill Wealth Management Elmhurst, Illinois	$21.2M	-$817K	1	5.7%	Reduced
637	Jupiter Asset Management London, United Kingdom	$21.1M	-$4.97M	1	0.1%	Reduced
638	Daymark Wealth Partners Cincinnati, Ohio	$21M	+$26.7K	5	0.51%	Increased
639	SCA Stonebridge Capital Advisors St Paul, Minnesota	$21M	+$159K	1	1.35%	Increased
640	CIG Cullen Investment Group Lafayette, Louisiana	$20.9M	-$1.05M	1	2.53%	Reduced
641	SNS Financial Group Minneapolis, Minnesota	$20.9M	+$19.4M	1	0.4%	Increased
642	IGM Incline Global Management New York	$20.8M	+$15.6M	1	5.83%	New
643	FSA Franklin Street Advisors Chapel Hill, North Carolina	$20.7M	+$215K	1	1.16%	Increased
644	BCM Bourgeon Capital Management Darien, Connecticut	$20.7M	+$517K	1	3.04%	Increased
645	Bradley Foster & Sargent Hartford, Connecticut	$20.6M	+$2.07M	2	0.29%	Increased
646	GIM Goelzer Investment Management Carmel, Indiana	$20.6M	-$616K	1	0.9%	Reduced
647	SP Steelhead Partners Seattle, Washington	$20.6M	+$19.3M	1	1.47%	New
648	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$20.6M	+$20.6M	1	0.09%	New
649	SCA Snowden Capital Advisors New York	$20.4M	-$1M	6	0.48%	Reduced
650	Cary Street Partners Richmond, Virginia	$20.3M	+$348K	3	0.44%	Increased