← 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
701	PEAK6 Group Chicago, Illinois	$614K	-$349K	3	0.01%	Reduced
702	CK Cohen Klingenstein New York	$605K	$0	1	0.12%	Maintained
703	SGAM Steinberg Global Asset Management Boca Raton, Florida	$601K	+$47.1K	1	0.14%	Increased
704	DL Delta Lloyd Amsterdam, Netherlands	$600K	$0	1	0.02%	Maintained
705	South Texas Money Management San Antonio, Texas	$600K	+$1.48K	1	0.04%	Increased
706	Tudor Investment Corp Stamford, Connecticut	$599K	+$150K	2	0.02%	Increased
707	Klingenstein Fields & Co New York	$598K	+$575K	1	0.03%	New
708	ARTA A.R.T. Advisors New York	$597K	-$1.87M	2	0.03%	Reduced
709	OIM Opus Investment Management Worcester, Massachusetts	$594K	+$571K	1	0.12%	New
710	Barings Charlotte, North Carolina	$589K	$0	1	0.02%	Maintained
711	Heritage Investors Management Corp Bethesda, Maryland	$585K	$0	1	0.05%	Maintained
712	AF Aldebaran Financial	$583K	-$18.6K	1	0.46%	Reduced
713	Curi RMB Capital Chicago, Illinois	$580K	-$512K	1	0.04%	Reduced
714	Bank of Nova Scotia Toronto, Ontario, Canada	$579K	+$29.4K	1	0%	Increased
715	RT Rockland Trust Hanover, Massachusetts	$577K	+$11.1K	1	0.13%	Increased
716	SIM SSI Investment Management Los Angeles, California	$575K	-$7.94K	1	0.06%	Reduced
717	TFA Transamerica Financial Advisors St. Petersburg, Florida	$556K	+$17.8K	1	0.05%	Increased
718	AWCI Alpine Woods Capital Investors Purchase, New York	$553K	-$28.1K	1	0.01%	Reduced
719	OI Oakbrook Investments Lisle, Illinois	$552K	+$531K	1	0.02%	New
720	WF WealthTrust Fairport Cleveland, Ohio	$545K	+$447K	1	0.08%	Increased
721	Highbridge Capital Management New York	$543K	-$4.56M	2	0.01%	Reduced
722	SEC Seven Eight Capital New York	$541K	+$520K	1	0.52%	New
723	FM Foster & Motley Cincinnati, Ohio	$540K	-$77.8K	1	0.12%	Reduced
724	FIM Fruth Investment Management Houston, Texas	$539K	$0	1	0.25%	Maintained
725	NGA Naples Global Advisors Naples, Florida	$536K	+$80.9K	1	0.32%	Increased