← 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
851	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$478K	-$25K	1	0.03%	Reduced
852	EMG Ellington Management Group Old Greenwich, Connecticut	$474K	+$114K	2	0.07%	Increased
853	LD Lipe & Dalton Syracuse, New York	$474K	+$19.1K	1	0.31%	Increased
854	BAS Brown Advisory Securities Baltimore, Maryland	$470K	+$89K	1	0.11%	Increased
855	SCI S&CO Inc Boston, Massachusetts	$467K	$0	1	0.06%	Maintained
856	AT Arden Trust Wilmington, Delaware	$466K	+$457K	1	0.07%	New
857	SIA SeaBridge Investment Advisors Summit, New Jersey	$465K	$0	1	0.11%	Maintained
858	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$464K	$0	1	0.03%	Maintained
859	RIM Rampart Investment Management Hartford, Connecticut	$462K	+$357K	1	0.17%	Increased
860	VCAM Van Cleef Asset Management Beachwood, Ohio	$455K	$0	1	0.13%	Maintained
861	Annex Advisory Services Brookfield, Wisconsin	$452K	+$29K	1	0.1%	Increased
862	HMS Hanseatic Management Services Albuquerque, New Mexico	$448K	+$17.6K	2	0.23%	Increased
863	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$447K	+$197K	2	0.09%	Increased
864	IndexIQ Advisors New York	$446K	+$504K	1	0.02%	New
865	ING Group Amsterdam, Netherlands	$445K	+$440K	1	0.01%	New
866	FIM Frontier Investment Management Dallas, Texas	$443K	$0	1	0.04%	Maintained
867	BLA Balter Liquid Alternatives Boston, Massachusetts	$437K	+$432K	1	0.5%	New
868	Choreo LLC Rockford, Illinois	$435K	+$231K	2	0.06%	Increased
869	Tudor Investment Corp Stamford, Connecticut	$431K	+$386K	1	0.01%	Increased
870	CPIM Columbia Partners Investment Management Alexandria, Virginia	$430K	-$682K	1	0.05%	Reduced
871	WA Winfield Associates Cleveland, Ohio	$422K	-$23.8K	2	0.23%	Reduced
872	Parallel Advisors San Francisco, California	$421K	+$162K	4	0.08%	Increased
873	BCM BlueMar Capital Management Miami, Florida	$411K	+$404K	1	0.24%	New
874	Heritage Investors Management Corp Bethesda, Maryland	$411K	$0	1	0.03%	Maintained
875	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$410K	-$15.2K	1	0.2%	Reduced