← 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	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$569K	+$534K	1	0.12%	New
727	Moneta Group Investment Advisors St Louis, Missouri	$568K	-$83.7K	1	0.27%	Reduced
728	AFG Albion Financial Group Salt Lake City, Utah	$565K	-$253K	1	0.1%	Reduced
729	Epoch Investment Partners New York	$563K	+$196K	1	0%	Increased
730	Bank of Nova Scotia Toronto, Ontario, Canada	$550K	+$3.3K	1	0%	Increased
731	IIC Ironwood Investment Counsel Scottsdale, Arizona	$550K	+$6.59K	1	0.28%	Increased
732	GCIA Gabelli & Co Investment Advisers Rye, New York	$537K	$0	1	0.08%	Maintained
733	WF WealthTrust Fairport Cleveland, Ohio	$536K	-$6.59K	1	0.08%	Reduced
734	Barings Charlotte, North Carolina	$532K	$0	1	0.01%	Maintained
735	Brown Brothers Harriman & Co New York	$531K	-$118K	1	0%	Reduced
736	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$530K	-$3.7M	1	0.12%	Reduced
737	CAS Cue Advisory Services Phoenix, Arizona	$529K	+$513K	1	0.56%	New
738	WPC Waters Parkerson & Co New Orleans, Louisiana	$528K	-$187K	1	0.06%	Reduced
739	Jane Street New York	$526K	-$112K	2	0%	Reduced
740	LA Lucus Advisors New York	$526K	+$452K	1	0.23%	New
741	Verition Fund Management Greenwich, Connecticut	$526K	-$282K	1	0.12%	Reduced
742	NGA Naples Global Advisors Naples, Florida	$517K	+$7.91K	1	0.27%	Increased
743	FIM Fruth Investment Management Houston, Texas	$514K	+$35.5K	1	0.22%	Increased
744	MAM Meeder Asset Management Dublin, Ohio	$510K	+$460K	1	0.06%	New
745	R RQSI Nassau, Bahamas	$503K	+$454K	1	0.47%	New
746	Paradigm Capital Management Inc Albany, New York	$502K	+$471K	1	0.05%	New
747	WP WMS Partners Towson, Maryland	$501K	+$486K	1	0.08%	New
748	NFG Next Financial Group Houston, Texas	$496K	-$99.4K	2	0.16%	Reduced
749	AI ArchPoint Investors Coral Gables, Florida	$495K	+$226K	1	0.37%	Increased
750	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$494K	+$184K	1	0.17%	Increased