← 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
651	HB Wealth Management Atlanta, Georgia	$20.3M	-$515K	5	0.11%	Reduced
652	STB S&T Bank Indiana, Pennsylvania	$20.2M	-$2.66M	1	6.07%	Reduced
653	IMC Chicago Chicago, Illinois	$20.1M	-$2.85M	5	0%	Reduced
654	SC Shay Capital New York	$20.1M	-$5.17M	7	1.29%	Reduced
655	ZDA Zweig-DiMenna Associates New York	$20M	+$13.9M	2	1.81%	Increased
656	LG Leuthold Group Minneapolis, Minnesota	$19.9M	-$9.38M	1	2%	Reduced
657	RCM Ratan Capital Management Miami Beach, Florida	$19.8M	+$7.43M	1	6.38%	Increased
658	PPW Parcion Private Wealth Bellevue, Washington	$19.7M	-$422K	3	1.1%	Reduced
659	Badgley Phelps Wealth Managers Seattle, Washington	$19.6M	+$416K	1	0.34%	Increased
660	SB Simmons Bank Pine Bluff, Arkansas	$19.5M	+$3.18M	3	1.11%	Increased
661	BL Bleichroeder LP New York	$19.5M	$0	1	3.49%	Maintained
662	HCP Hiddenite Capital Partners New York	$19.3M	+$15.5M	2	1.66%	New
663	AIMC Alley Investment Management Company Lake Forest, Illinois	$19.3M	-$208K	1	2.25%	Reduced
664	SummitTX Capital Fort Worth, Texas	$19.3M	-$15.9M	6	0.5%	Reduced
665	NPF Norris Perne & French Grand Rapids, Michigan	$19.2M	+$8.07M	1	0.82%	Increased
666	Empirical Wealth Management Seattle, Washington	$19.2M	-$87K	3	0.28%	Reduced
667	CTA Colonial Trust Advisors Spartanburg, South Carolina	$19.1M	-$85.9K	1	1.33%	Reduced
668	Level Four Advisory Services Dallas, Texas	$19M	-$79.5K	3	0.54%	Reduced
669	ACB Aristotle Capital Boston Boston, Massachusetts	$19M	-$35.2M	1	1.27%	Reduced
670	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$18.9M	+$8.68M	1	0.11%	Increased
671	Farther Finance Advisors San Francisco, California	$18.9M	-$34.7K	11	0.15%	Reduced
672	NS Night Squared New York	$18.9M	+$1.91M	1	2.03%	Increased
673	Intesa Sanpaolo SpA. Turin, Italy	$18.8M	+$10.4M	1	0.64%	Increased
674	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$18.8M	+$1.14M	4	0.22%	Increased
675	Vestmark Advisory Solutions Wakefield, Massachusetts	$18.8M	-$37K	6	0.18%	Reduced