← 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
1076	Focus Partners Advisor Solutions Saint Louis, Missouri	$7.31M	-$933K	2	0.06%	Reduced
1077	Winton Group London, United Kingdom	$7.31M	+$1.77M	6	0.24%	Increased
1078	ERIC Eagle Rock Investment Company Atlanta, Georgia	$7.28M	+$28.6K	1	0.9%	Increased
1079	RP Rice Partnership Honolulu, Hawaii	$7.27M	-$380K	1	0.88%	Reduced
1080	SCM Summerhill Capital Management Toronto, Ontario, Canada	$7.23M	+$191K	1	5.77%	Increased
1081	PGA Portland Global Advisors Portland, Maine	$7.18M	+$1.09M	1	0.68%	Increased
1082	MIP Marietta Investment Partners Milwaukee, Wisconsin	$7.17M	-$4.03K	1	1.23%	Reduced
1083	SHGA Sand Hill Global Advisors Palo Alto, California	$7.17M	+$17.7K	1	0.22%	Increased
1084	GAA Green Alpha Advisors Niwot, Colorado	$7.16M	-$58K	3	4.81%	Reduced
1085	Summit Financial Parsippany, New Jersey	$7.16M	+$3.14M	6	0.08%	Increased
1086	GCA Greenwood Capital Associates Greenwood, South Carolina	$7.15M	-$46K	1	0.7%	Reduced
1087	CTA Chesley Taft & Associates Chicago, Illinois	$7.15M	-$40K	3	0.28%	Reduced
1088	Atomi Financial Group New York	$7.11M	+$724K	5	0.19%	Increased
1089	SC Scholtz & Company Stamford, Connecticut	$7.1M	+$2.31M	2	3.54%	Increased
1090	MCCP Mission Creek Capital Partners San Francisco, California	$7.07M	+$615K	1	1.24%	Increased
1091	Kovitz Investment Group Partners Chicago, Illinois	$7.06M	+$142K	1	0.16%	Increased
1092	Arkadios Wealth Advisors Atlanta, Georgia	$7.06M	-$662K	4	0.11%	Reduced
1093	Valeo Financial Advisors Carmel, Indiana	$7.06M	+$866K	4	0.15%	Increased
1094	RCIM Red Cedar Investment Management Grand Rapids, Michigan	$7.06M	-$142K	1	0.67%	Reduced
1095	PHS Pekin Hardy Strauss Chicago, Illinois	$7.04M	+$1.04M	4	0.62%	Increased
1096	BWM BNC Wealth Management Beaverton, Oregon	$7.01M	+$112K	2	1.7%	Increased
1097	RSC Red Spruce Capital Berwyn, Pennsylvania	$7M	+$396K	2	2.44%	Increased
1098	SPG Strategic Planning Group Bountiful, Utah	$7M	+$211K	1	0.76%	Increased
1099	MCB Morton Community Bank East Peoria, Illinois	$6.98M	-$2.02K	1	1.42%	Reduced
1100	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$6.92M	+$4.05M	1	0.35%	Increased