← 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	Bridgeway Capital Management Houston, Texas	$846K	+$829K	1	0.02%	New
627	NERM New England Research & Management Chicago, Illinois	$844K	+$197K	1	0.74%	Increased
628	ODCM Old Dominion Capital Management Charlottesville, Virginia	$836K	-$114K	1	0.86%	Reduced
629	AAM Archipel Asset Management Stockholm, Sweden	$807K	+$903K	1	0.23%	New
630	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$804K	-$13.6K	2	0.36%	Reduced
631	Private Advisor Group Morristown, New Jersey	$799K	+$193K	1	0.06%	Increased
632	CB Chemical Bank Detroit, Michigan	$791K	-$51.8K	1	0.14%	Reduced
633	Clifford Swan Investment Counsel Pasadena, California	$790K	$0	1	0.05%	Maintained
634	RIL Rothschild Investment LLC Chicago, Illinois	$787K	+$461K	1	0.1%	Increased
635	Fort Washington Investment Advisors Cincinnati, Ohio	$785K	-$261K	1	0.02%	Reduced
636	DA Dillon & Associates Jackson, Michigan	$783K	+$16.3K	1	0.4%	Increased
637	RU RobecoSam USA New York	$780K	-$122K	2	0.86%	Reduced
638	AFG Albion Financial Group Salt Lake City, Utah	$770K	+$273K	1	0.14%	Increased
639	NA Navellier & Associates Reno, Nevada	$761K	+$45.8K	1	0.04%	Increased
640	NB NBT Bank Norwich, New York	$761K	-$26.2K	1	0.12%	Reduced
641	Verition Fund Management Greenwich, Connecticut	$761K	-$162K	1	0.11%	Reduced
642	LIA LS Investment Advisors Bloomfield Hills, Michigan	$760K	-$18.1K	2	0.07%	Reduced
643	First Allied Advisory Services San Diego, California	$755K	-$713K	3	0.06%	Reduced
644	SSIA Spero-Smith Investment Advisers Cleveland, Ohio	$748K	$0	1	0.87%	Maintained
645	Virginia Retirement Systems Richmond, Virginia	$745K	+$5.71K	2	0.01%	Increased
646	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$743K	-$8.3K	1	0.16%	Reduced
647	LCM Logan Capital Management Newtown Square, Pennsylvania	$740K	-$10.6K	1	0.05%	Reduced
648	AMIM Aull & Monroe Investment Management Mobile, Alabama	$733K	+$6.95K	1	0.39%	Increased
649	AFG American Financial Group Cincinnati, Ohio	$729K	$0	1	0.06%	Maintained
650	Shelton Capital Management Denver, Colorado	$724K	+$68.1K	2	0.1%	Increased