← 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
201	Donaldson Capital Management Evansville, Indiana	$17.2M	+$1.11M	1	2.75%	Increased
202	IAM Impax Asset Management Portsmouth, New Hampshire	$17.1M	-$3.71K	1	1.08%	Reduced
203	GC Globeflex Capital San Diego, California	$17M	-$520K	2	1.85%	Reduced
204	Arizona State Retirement System Phoenix, Arizona	$16.8M	+$270K	3	0.2%	Increased
205	CCM Cupps Capital Management Chicago, Illinois	$16.7M	-$7.11M	1	1.35%	Reduced
206	Lord, Abbett & Co Jersey City, New Jersey	$16.6M	-$531K	2	0.04%	Reduced
207	KBC Group Brussels, Belgium	$16.5M	+$718K	4	0.19%	Increased
208	Balyasny Asset Management Chicago, Illinois	$16.3M	+$3.73M	1	0.18%	Increased
209	LCP Lombardia Capital Partners Pasadena, California	$16M	-$1.46M	1	0.43%	Reduced
210	Raymond James & Associates St Petersburg, Florida	$16M	+$6.42M	3	0.1%	Increased
211	SM Stratton Management King Of Prussia, Pennsylvania	$15.9M	-$225K	1	0.66%	Reduced
212	Adams Diversified Equity Fund Baltimore, Maryland	$15.8M	$0	1	1.06%	Maintained
213	AP Alydar Partners Boston, Massachusetts	$15.8M	-$8.53M	1	1.35%	Reduced
214	STB S&T Bank Indiana, Pennsylvania	$15.8M	-$207K	1	2.38%	Reduced
215	Carson Wealth (CWM LLC) Omaha, Nebraska	$15.7M	+$2.58M	1	2.81%	Increased
216	VFA Virtus Fund Advisers Hartford, Connecticut	$15.4M	+$14.8M	4	0.11%	New
217	AIG American International Group New York	$15.2M	+$288K	5	0.07%	Increased
218	KG Killen Group Berwyn, Pennsylvania	$15.2M	-$663K	1	0.79%	Reduced
219	Granahan Investment Management Waltham, Massachusetts	$15M	$0	1	0.44%	Maintained
220	MSA Mason Street Advisors Milwaukee, Wisconsin	$15M	+$362K	3	0.12%	Increased
221	Eastern Bank Boston, Massachusetts	$14.9M	+$196K	1	1.21%	Increased
222	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$14.8M	+$9.85M	2	1.42%	Increased
223	Suntrust Banks Atlanta, Georgia	$14.8M	-$6.5M	2	0.1%	Reduced
224	Whittier Trust South Pasadena, California	$14.7M	+$357K	3	0.73%	Increased
225	SFM Systematic Financial Management Teaneck, New Jersey	$14.7M	-$39.1M	3	0.1%	Reduced