← 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	SI SII Investments Appleton, Wisconsin	$949K	-$2.35K	2	0.13%	Reduced
627	Smithfield Trust Pittsburgh, Pennsylvania	$949K	-$198K	1	0.2%	Reduced
628	NIMC NWQ Investment Management Company Los Angeles, California	$941K	-$52.7K	1	0.01%	Reduced
629	BVDMP Bedrijfstakpensioenfonds Voor De Media PNO Hilversum, Netherlands	$938K	$0	1	0.11%	Maintained
630	NERM New England Research & Management Chicago, Illinois	$936K	+$29.7K	1	0.8%	Increased
631	SIC SFE Investment Counsel Los Angeles, California	$934K	+$10.9K	1	0.39%	Increased
632	CAM Cortina Asset Management Milwaukee, Wisconsin	$913K	+$785K	1	0.04%	New
633	LPC Loeb Partners Corp New York	$913K	$0	1	0.27%	Maintained
634	Conning Inc Hartford, Connecticut	$907K	-$34.3K	1	0.04%	Reduced
635	Martingale Asset Management Boston, Massachusetts	$904K	+$777K	1	0.03%	New
636	CB Chemical Bank Detroit, Michigan	$901K	+$50.6K	1	0.12%	Increased
637	ODCM Old Dominion Capital Management Charlottesville, Virginia	$893K	-$2.64K	1	0.92%	Reduced
638	Park National Corp Newark, Ohio	$892K	+$209K	1	0.06%	Increased
639	DA Dillon & Associates Jackson, Michigan	$892K	+$45.9K	1	0.43%	Increased
640	NPC National Planning Corporation El Segundo, California	$885K	-$298K	4	0.06%	Reduced
641	Shelton Capital Management Denver, Colorado	$872K	$0	2	0.1%	Maintained
642	Virginia Retirement Systems Richmond, Virginia	$870K	+$63.9K	2	0.01%	Increased
643	LIA LS Investment Advisors Bloomfield Hills, Michigan	$866K	+$47.1K	2	0.07%	Increased
644	Sarasin & Partners London, United Kingdom	$866K	-$306K	1	0.01%	Reduced
645	Sigma Planning Corp Ann Arbor, Michigan	$855K	+$829K	1	0.11%	New
646	1GA 1st Global Advisors Dallas, Texas	$852K	-$41.4K	1	0.12%	Reduced
647	Clifford Swan Investment Counsel Pasadena, California	$847K	$0	1	0.06%	Maintained
648	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$846K	-$24.1K	2	0.36%	Reduced
649	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$843K	-$287K	1	0.16%	Reduced
650	FHC First Houston Capital Houston, Texas	$843K	-$656K	1	0.75%	Reduced