← 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	ECM Everence Capital Management Goshen, Indiana	$643K	$0	1	0.22%	Maintained
702	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$640K	+$147K	1	0.21%	Increased
703	GCIA Gabelli & Co Investment Advisers Rye, New York	$639K	+$102K	1	0.11%	Increased
704	Azimuth Capital Management Bloomfield Hills, Michigan	$636K	-$20.4K	1	0.06%	Reduced
705	Bessemer Group Woodbridge, New Jersey	$634K	-$87K	2	0%	Reduced
706	WP WMS Partners Towson, Maryland	$621K	+$120K	1	0.08%	Increased
707	Twin Tree Management Dallas, Texas	$620K	+$468K	2	0.02%	Increased
708	NAM North American Management Boston, Massachusetts	$617K	$0	1	0.1%	Maintained
709	CPS Counsel Portfolio Services Mississauga, Ontario, Canada	$611K	$0	1	0.06%	Maintained
710	CIA Capital Impact Advisors Boston, Massachusetts	$605K	+$380K	1	0.28%	Increased
711	PCM Prelude Capital Management New York	$601K	+$180K	3	0.08%	Increased
712	WPC Waters Parkerson & Co New Orleans, Louisiana	$598K	$0	1	0.07%	Maintained
713	NA Navellier & Associates Reno, Nevada	$589K	-$121K	1	0.05%	Reduced
714	Busey Bank Urbana, Illinois	$587K	+$408	1	0.08%	Increased
715	NGA Naples Global Advisors Naples, Florida	$578K	+$61.2K	1	0.27%	Increased
716	IIC Ironwood Investment Counsel Scottsdale, Arizona	$577K	+$27.2K	1	0.29%	Increased
717	BT Beacon Trust Morristown, New Jersey	$574K	+$126K	1	0.09%	Increased
718	WA Winfield Associates Cleveland, Ohio	$569K	-$30.6K	1	0.4%	Reduced
719	Nomura Holdings Tokyo, Japan	$567K	-$3.69M	2	0%	Reduced
720	1GA 1st Global Advisors Dallas, Texas	$560K	-$359K	1	0.08%	Reduced
721	QIM Quantitative Investment Management Charlottesville, Virginia	$560K	+$392K	1	0.05%	Increased
722	CS Comerica Securities Detroit, Michigan	$552K	-$120K	1	0.14%	Reduced
723	HIC Holderness Investments Company Greensboro, North Carolina	$552K	+$81.6K	1	0.56%	Increased
724	Bank of Nova Scotia Toronto, Ontario, Canada	$549K	-$1.02K	1	0%	Reduced
725	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$549K	-$259K	1	0.11%	Reduced