← 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
1151	Cullen Capital Management New York	$6.11M	-$73.4K	1	0.06%	Reduced
1152	PG Patten Group Chattanooga, Tennessee	$6.1M	-$185K	1	0.95%	Reduced
1153	NHT New Hampshire Trust Concord, New Hampshire	$6.09M	-$127K	2	1.15%	Reduced
1154	Johnson Investment Counsel Cincinnati, Ohio	$6.08M	+$200K	4	0.04%	Increased
1155	SP SIH Partners Wilmington, Delaware	$6.06M	-$7.41M	2	0.04%	Reduced
1156	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$6.05M	-$26.1K	2	0.36%	Reduced
1157	BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark	$6.04M	+$55.6K	1	0.05%	Increased
1158	HBK Investments Dallas, Texas	$6.03M	+$3.66M	1	0.06%	Increased
1159	LAM Lynch Asset Management Yardley, Pennsylvania	$6.02M	+$202K	1	1.65%	Increased
1160	IAN Integrated Advisors Network Dallas, Texas	$6M	-$404K	2	0.28%	Reduced
1161	Brighton Jones LLC Seattle, Washington	$5.96M	+$1.64M	3	0.11%	Increased
1162	WMA West Michigan Advisors Holland, Michigan	$5.96M	+$949K	2	1.13%	Increased
1163	OL Odyssean LLC Darien, Connecticut	$5.96M	+$2.17M	3	0.97%	Increased
1164	BDS Banco de Sabadell Miami, Florida	$5.96M	+$42.3K	1	3.5%	Increased
1165	DC Diametric Capital Boston, Massachusetts	$5.94M	-$2.3M	5	0.63%	Reduced
1166	ACM Aster Capital Management Dubai, United Arab Emirates	$5.94M	+$5M	4	1.26%	Increased
1167	Smartleaf Asset Management Boston, Massachusetts	$5.91M	$0	6	0.19%	Maintained
1168	Chicago Partners Investment Group Chicago, Illinois	$5.88M	+$1.99M	6	0.12%	Increased
1169	MAP Moody Aldrich Partners Marblehead, Massachusetts	$5.88M	-$5.36M	1	1.06%	Reduced
1170	Meiji Yasuda Life Insurance Tokyo, Japan	$5.88M	+$43.1K	3	0.2%	Increased
1171	LIM Leavell Investment Management Mobile, Alabama	$5.86M	+$517K	3	0.21%	Increased
1172	Mather Group Chicago, Illinois	$5.8M	-$718K	5	0.05%	Reduced
1173	AGC ARP Global Capital Dubai,	$5.8M	+$5.15M	1	2.5%	New
1174	Aristeia Capital Greenwich, Connecticut	$5.79M	+$11.7M	1	0.08%	Increased
1175	TCM Turas Capital Management Boston, Massachusetts	$5.78M	+$5.47M	1	2.65%	New