← 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	VCAM Van Cleef Asset Management Beachwood, Ohio	$465K	+$15.1K	1	0.13%	Increased
852	AAP Ardsley Advisory Partners Stamford, Connecticut	$464K	+$458K	1	0.06%	New
853	EMG Ellington Management Group Old Greenwich, Connecticut	$463K	-$119K	2	0.08%	Reduced
854	SCI S&CO Inc Boston, Massachusetts	$461K	$0	1	0.06%	Maintained
855	LD Lipe & Dalton Syracuse, New York	$460K	-$7.55K	1	0.32%	Reduced
856	WTB Washington Trust Bank Spokane, Washington	$460K	+$98.9K	1	0.07%	Increased
857	AT Arden Trust Wilmington, Delaware	$459K	-$1.13K	1	0.07%	Reduced
858	ZCM Zebra Capital Management Stamford, Connecticut	$458K	+$411K	1	0.15%	New
859	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$457K	$0	1	0.03%	Maintained
860	Lido Advisors Los Angeles, California	$454K	+$45.4K	1	0.07%	Increased
861	Natixis Paris, France	$453K	+$407K	1	0%	New
862	LMR Partners London, United Kingdom	$448K	-$652K	1	0.05%	Reduced
863	MICM Matthews International Capital Management San Francisco, California	$444K	+$399K	1	0.02%	New
864	RG Renaissance Group Covington, Kentucky	$443K	+$102	1	0.02%	Increased
865	VFA Voya Financial Advisors Windsor, Connecticut	$442K	-$155K	1	0.03%	Reduced
866	Simplicity Solutions Minneapolis, Minnesota	$440K	-$1.25M	1	0.3%	Reduced
867	BLA Balter Liquid Alternatives Boston, Massachusetts	$437K	-$44K	1	0.49%	Reduced
868	MWVC Morgens Waterfall Vintiadis & Co New York	$437K	$0	1	0.37%	Maintained
869	ZWJ Investment Counsel Atlanta, Georgia	$436K	-$154K	1	0.03%	Reduced
870	AI ArchPoint Investors Coral Gables, Florida	$435K	+$84.5K	1	0.14%	Increased
871	RR Robotti Robert	$430K	$0	1	0.12%	Maintained
872	Tiedemann Advisors New York	$427K	-$40.1K	1	0.04%	Reduced
873	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$426K	+$406K	1	0.08%	New
874	FAT First American Trust Santa Ana, California	$425K	-$3.68M	1	0.11%	Reduced
875	RIM Rampart Investment Management Hartford, Connecticut	$424K	-$31.2K	1	0.14%	Reduced