← 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	ArrowMark Colorado Holdings Denver, Colorado	$541K	-$156K	1	0.01%	Reduced
702	BBI Baxter Bros Inc Riverside, Connecticut	$530K	+$129K	1	0.21%	Increased
703	DL Delta Lloyd Amsterdam, Netherlands	$523K	$0	1	0%	Maintained
704	GVT Genesee Valley Trust Pittsford, New York	$520K	+$220K	1	0.32%	Increased
705	EIM Essex Investment Management Boston, Massachusetts	$518K	-$1.09M	1	0.08%	Reduced
706	PAM Paradigm Asset Management New York	$517K	-$278K	2	0.07%	Reduced
707	RT Rockland Trust Hanover, Massachusetts	$511K	+$41.5K	1	0.11%	Increased
708	Algert Global San Francisco, California	$510K	-$404K	1	0.38%	Reduced
709	Bank of Nova Scotia Toronto, Ontario, Canada	$510K	+$39.1K	1	0%	Increased
710	IIC Ironwood Investment Counsel Scottsdale, Arizona	$507K	$0	1	0.27%	Maintained
711	WF WealthTrust Fairport Cleveland, Ohio	$507K	+$66.3K	1	0.08%	Increased
712	BOH Bank of Hawaii Honolulu, Hawaii	$506K	+$567K	1	0.05%	New
713	PineBridge Investments New York	$505K	+$152K	3	0.02%	Increased
714	GCIA Gabelli & Co Investment Advisers Rye, New York	$501K	-$63.8K	1	0.08%	Reduced
715	CBU CIBC Bank USA Chicago, Illinois	$499K	-$62.4K	1	0.1%	Reduced
716	Barings Charlotte, North Carolina	$496K	+$14.2K	1	0.01%	Increased
717	QIM Quantitative Investment Management Charlottesville, Virginia	$494K	-$2.86M	1	0.1%	Reduced
718	South Texas Money Management San Antonio, Texas	$490K	-$2.48K	1	0.03%	Reduced
719	SIM SSI Investment Management Los Angeles, California	$488K	+$16.7K	1	0.05%	Increased
720	ACP Aviance Capital Partners Naples, Florida	$475K	+$75.5K	1	0.18%	Increased
721	NGA Naples Global Advisors Naples, Florida	$474K	+$37.9K	1	0.28%	Increased
722	NIM NuWave Investment Management Parsippany, New Jersey	$474K	+$470K	1	1.36%	Increased
723	PEAK6 Group Chicago, Illinois	$470K	-$109K	1	0%	Reduced
724	BMC Benin Management Corp Wilton, Connecticut	$466K	+$521K	1	0.24%	New
725	Congress Asset Management Boston, Massachusetts	$462K	-$1.23M	1	0.01%	Reduced