← 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
951	MIM Meros Investment Management Dallas, Texas	$9.55M	-$1.8M	1	3.03%	Reduced
952	RIM Reliant Investment Management Memphis, Tennessee	$9.54M	+$65.3K	1	3.4%	Increased
953	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$9.54M	-$750K	5	1.32%	Reduced
954	GPFA Game Plan Financial Advisors Westlake, Ohio	$9.52M	-$5.24K	1	3.54%	Reduced
955	CIM Corbyn Investment Management Lutherville, Maryland	$9.5M	-$1.39M	1	2.74%	Reduced
956	SAM Strategy Asset Managers Pasadena, California	$9.48M	+$530K	2	1.42%	Increased
957	Parallel Advisors San Francisco, California	$9.48M	+$586K	10	0.14%	Increased
958	Principal Securities Des Moines, Iowa	$9.48M	-$843K	4	0.11%	Reduced
959	BIP Bouvel Investment Partners Phoenixville, Pennsylvania	$9.45M	-$40.4K	2	2.14%	Reduced
960	Marex Group London,	$9.44M	+$4.71M	5	0.04%	Increased
961	SCP Silverleafe Capital Partners Germantown, Tennessee	$9.42M	+$2.26M	2	2.57%	Increased
962	MAS Meeder Advisory Services Dublin, Ohio	$9.4M	+$102K	3	0.34%	Increased
963	SignatureFD Atlanta, Georgia	$9.38M	+$17.8K	10	0.13%	Increased
964	CFG Cambridge Financial Group Columbus, Ohio	$9.35M	-$8.06K	1	3.25%	Reduced
965	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$9.3M	-$1.85M	1	2.73%	Reduced
966	Quantbot Technologies New York	$9.3M	+$6.89M	7	0.37%	Increased
967	GCM GeoSphere Capital Management Miami Beach, Florida	$9.28M	+$11.4K	1	3.03%	Increased
968	KIA Knollwood Investment Advisory Hunt Valley, Maryland	$9.28M	$0	2	0.83%	Maintained
969	GC Gillson Capital Chicago, Illinois	$9.27M	+$5.75M	1	0.55%	Increased
970	North Dakota State Investment Board Bismarck, North Dakota	$9.27M	+$770K	5	0.38%	Increased
971	LCG Lisanti Capital Growth New York	$9.23M	-$7.84M	1	2.03%	Reduced
972	PIM Plato Investment Management Sydney, NSW, Australia	$9.19M	+$710K	3	0.52%	Increased
973	Cantor Fitzgerald New York	$9.18M	+$5.51M	2	0.1%	Increased
974	GH GAM Holding Zurich, Switzerland	$9.15M	+$1.92M	2	0.7%	Increased
975	DCM Davidson Capital Management Corpus Christi, Texas	$9.12M	-$41.9K	2	1.46%	Reduced