← 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
826	AFAS Acorn Financial Advisory Services Reston, Virginia	$12.8M	+$11.9M	1	1.7%	Increased
827	GAMMA Investing Foster City, California	$12.8M	+$693K	9	0.47%	Increased
828	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$12.7M	-$1.46M	3	1.09%	Reduced
829	LI LMCG Investments Boston, Massachusetts	$12.6M	-$505K	1	0.68%	Reduced
830	Evergreen Capital Management Bellevue, Washington	$12.6M	+$210K	4	0.22%	Increased
831	EIA Emerald Investment Advisers Leola, Pennsylvania	$12.5M	+$2.55M	2	0.83%	Increased
832	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$12.5M	+$8.87K	1	1.76%	Increased
833	NSGL No Street GP LP San Francisco, California	$12.5M	-$5M	1	0.75%	Reduced
834	TFA Teamwork Financial Advisors San Antonio, Texas	$12.5M	-$695K	1	1.13%	Reduced
835	Coldstream Capital Management Bellevue, Washington	$12.4M	-$437K	4	0.16%	Reduced
836	INTECH Investment Management West Palm Beach, Florida	$12.3M	-$1.04M	7	0.11%	Reduced
837	CAM Carret Asset Management New York	$12.3M	-$19K	1	1.08%	Reduced
838	TCM Tyro Capital Management Miami, Florida	$12.3M	+$9.34M	1	2.75%	New
839	Fulton Bank Lancaster, Pennsylvania	$12.2M	+$979K	3	0.37%	Increased
840	PensionDanmark Copenhagen O, Denmark	$12.2M	+$1.29M	1	0.1%	Increased
841	Saturna Capital Bellingham, Washington	$12.1M	-$78.2M	2	0.15%	Reduced
842	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$12.1M	+$7.32M	6	0.23%	Increased
843	AustralianSuper Melbourne, Australia	$12.1M	-$4.13M	1	0.05%	Reduced
844	SouthState Corp Winter Haven, Florida	$12.1M	+$2.59M	4	0.5%	Increased
845	Kingsview Wealth Management Grants Pass, Oregon	$12.1M	+$1.53M	6	0.15%	Increased
846	ROC Running Oak Capital Edina, Minnesota	$12M	-$5.25M	1	2.05%	Reduced
847	SW SVB Wealth Boston, Massachusetts	$11.9M	-$147K	3	0.75%	Reduced
848	HIP Harrell Investment Partners Austin, Texas	$11.9M	-$141K	2	2.59%	Reduced
849	CFSG Community Financial Services Group Newport, Vermont	$11.9M	+$67.7K	1	1.74%	Increased
850	SCM SG Capital Management Chicago, Illinois	$11.9M	-$15.6M	1	0.98%	Reduced