← 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	IFS Ifrah Financial Services Little Rock, Arkansas	$652K	+$612K	1	0.26%	New
702	PAM Princeton Alpha Management Princeton Junction, New Jersey	$652K	+$186K	1	0.18%	Increased
703	Janus Henderson Group London,	$650K	$0	1	0%	Maintained
704	Ameritas Investment Partners Lincoln, Nebraska	$648K	-$2.11M	2	0.04%	Reduced
705	Walleye Trading New York	$647K	-$4.78M	2	0.01%	Reduced
706	SGAM Steinberg Global Asset Management Boca Raton, Florida	$644K	+$39K	1	0.14%	Increased
707	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$641K	-$56.3K	1	0.15%	Reduced
708	AAM Azzad Asset Management Falls Church, Virginia	$621K	+$29.1K	1	0.33%	Increased
709	PineBridge Investments New York	$619K	+$26.6K	3	0.02%	Increased
710	CG Clinton Group New York	$618K	+$245K	1	0.19%	Increased
711	NAM North American Management Boston, Massachusetts	$617K	-$33K	1	0.1%	Reduced
712	ECM Everence Capital Management Goshen, Indiana	$615K	+$386K	1	0.21%	Increased
713	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$612K	-$65.9K	1	0.06%	Reduced
714	CK Cohen Klingenstein New York	$611K	$0	1	0.11%	Maintained
715	UR USCA RIA Houston, Texas	$605K	-$686K	1	0.17%	Reduced
716	Trexquant Investment Stamford, Connecticut	$604K	+$587K	1	0.11%	New
717	Loews Corp New York	$603K	+$116K	1	0%	Increased
718	WA Winfield Associates Cleveland, Ohio	$599K	-$92.3K	1	0.44%	Reduced
719	Vident Investment Advisory Alpharetta, Georgia	$597K	+$514K	1	0.2%	New
720	Shinko Asset Management Company Tokyo, Japan	$593K	-$104K	2	0%	Reduced
721	Busey Bank Urbana, Illinois	$587K	$0	1	0.08%	Maintained
722	PAM Paradigm Asset Management New York	$582K	$0	2	0.08%	Maintained
723	RT Rockland Trust Hanover, Massachusetts	$582K	+$32.6K	1	0.12%	Increased
724	Heritage Investors Management Corp Bethesda, Maryland	$579K	+$87.6K	1	0.05%	Increased
725	GVT Genesee Valley Trust Pittsford, New York	$570K	+$11.9K	1	0.36%	Increased