← 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
726	Burney Company Reston, Virginia	$16.1M	-$265K	3	0.44%	Reduced
727	MP McDonald Partners Cleveland, Ohio	$16.1M	+$60.1K	1	3.91%	Increased
728	Laird Norton Wetherby Trust Company Seattle, Washington	$16.1M	+$188K	3	0.31%	Increased
729	Catalyst Capital Advisors Huntington, New York	$16M	-$3.35M	3	0.27%	Reduced
730	CD Chapin Davis Baltimore, Maryland	$16M	+$12.1M	2	2.82%	New
731	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$16M	-$133K	1	1.44%	Reduced
732	CFM Capricorn Fund Managers London, United Kingdom	$16M	+$12.6M	4	1.26%	New
733	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$15.9M	+$1.39M	3	0.45%	Increased
734	RWA River Wealth Advisors Camp Hill, Pennsylvania	$15.9M	+$8.06K	1	1.66%	Increased
735	Vestcor Inc Fredericton, New Brunswick, Canada	$15.9M	-$1.59M	5	0.39%	Reduced
736	MB MidFirst Bank Oklahoma City, Oklahoma	$15.9M	+$213K	3	1.13%	Increased
737	FMI F/M Investments Washington, District of Columbia	$15.8M	+$1.14M	2	0.81%	Increased
738	Elo Mutual Pension Insurance Espoo, Finland	$15.8M	+$1M	1	0.2%	Increased
739	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$15.8M	+$121K	2	0.37%	Increased
740	RNC Capital Management Los Angeles, California	$15.7M	-$601K	1	0.65%	Reduced
741	IP Interval Partners New York	$15.7M	-$62.8M	2	0.4%	Reduced
742	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$15.6M	$0	1	7.29%	Maintained
743	Andra AP-fonden Goteborg, Sweden	$15.6M	-$4.79M	3	0.18%	Reduced
744	TPCM Two Point Capital Management Pittsford, New York	$15.6M	-$139K	1	6.27%	Reduced
745	Summit Trail Advisors New York	$15.6M	-$1.36M	5	0.2%	Reduced
746	AFM Anson Funds Management Dallas, Texas	$15.5M	+$9.38M	4	0.92%	Increased
747	Ritholtz Wealth Management New York	$15.5M	+$339K	5	0.23%	Increased
748	Equitable Holdings New York	$15.5M	-$867K	3	0.09%	Reduced
749	MUFG Securities EMEA London, United Kingdom	$15.4M	+$5.56M	4	0.16%	Increased
750	Fifth Third Wealth Advisors Cincinnati, Ohio	$15.4M	-$294K	3	0.43%	Reduced