← 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
776	HMS Hanseatic Management Services Albuquerque, New Mexico	$526K	-$590K	2	0.3%	Reduced
777	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$521K	-$637	2	0.25%	Reduced
778	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$519K	$0	1	0.19%	Maintained
779	HL HeadInvest LLC Portland, Maine	$514K	-$26.2K	1	0.19%	Reduced
780	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$512K	+$501K	1	0.49%	New
781	Loews Corp New York	$508K	-$80K	1	0%	Reduced
782	LIC Lodestar Investment Counsel Chicago, Illinois	$504K	$0	1	0.07%	Maintained
783	Virginia Retirement Systems Richmond, Virginia	$504K	+$471K	1	0.01%	New
784	CCB Cutter & Co Brokerage Ballwin, Missouri	$494K	+$488K	1	0.2%	New
785	Moneta Group Investment Advisors St Louis, Missouri	$489K	+$124K	1	0.1%	Increased
786	RIM Regent Investment Management Louisville, Kentucky	$488K	-$52.5K	1	0.25%	Reduced
787	P8IP Pier 88 Investment Partners San Francisco, California	$486K	+$476K	1	0.28%	New
788	RQS Ramsey Quantitative Systems Louisville, Kentucky	$486K	+$476K	1	0.66%	New
789	TSS Two Sigma Securities New York	$485K	+$357K	2	0.16%	Increased
790	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$484K	+$220K	2	0.07%	Increased
791	HIC Holderness Investments Company Greensboro, North Carolina	$482K	+$9.84K	1	0.43%	Increased
792	Tudor Investment Corp Stamford, Connecticut	$482K	-$637K	2	0.01%	Reduced
793	TAM Tyers Asset Management Austin, Texas	$480K	+$466K	2	0.02%	New
794	AP Advisor Partners Walnut Creek, California	$475K	+$15.7K	1	0.14%	Increased
795	CAS Cue Advisory Services Phoenix, Arizona	$475K	-$11.8K	1	0.38%	Reduced
796	ACM Alethea Capital Management Mercer Island, Washington	$470K	-$32.8K	1	0.59%	Reduced
797	Wealthfront Palo Alto, California	$469K	+$21.8K	1	0.01%	Increased
798	WIA Westbourne Investment Advisors Annapolis, Maryland	$466K	$0	1	0.41%	Maintained
799	SI SII Investments Appleton, Wisconsin	$464K	+$262	1	0.03%	Increased
800	CBU CIBC Bank USA Chicago, Illinois	$460K	+$190K	2	0.07%	Increased