← 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	Comerica Bank Dallas, Texas	$18.6M	+$52.1K	4	0.13%	Increased
202	Eaton Vance Management Boston, Massachusetts	$18.5M	+$3.23M	4	0.05%	Increased
203	SCP Sandhill Capital Partners Buffalo, New York	$18.4M	-$12.4K	1	3.58%	Reduced
204	Jane Street New York	$18.3M	+$16.3M	3	0.06%	Increased
205	CHAM Clear Harbor Asset Management Stamford, Connecticut	$18.2M	-$87.7K	1	3.6%	Reduced
206	Gabelli Funds Rye, New York	$18M	$0	1	0.1%	Maintained
207	Capital Fund Management (CFM) Paris, France	$18M	+$11.9M	2	0.13%	Increased
208	ACB Aristotle Capital Boston Boston, Massachusetts	$17.9M	+$2.42M	1	1.6%	Increased
209	JP Morgan Private Wealth Advisors San Francisco, California	$17.6M	+$533K	2	0.13%	Increased
210	Ferguson Wellman Capital Management Portland, Oregon	$17.3M	+$52.8K	1	0.63%	Increased
211	Cullen/Frost Bankers San Antonio, Texas	$17.3M	-$121K	1	0.57%	Reduced
212	DF Donoghue Forlines Boston, Massachusetts	$17.2M	+$1.07M	1	1.81%	Increased
213	KBC Group Brussels, Belgium	$17.1M	+$4.76M	4	0.16%	Increased
214	Churchill Management Los Angeles, California	$17.1M	-$3.37M	1	0.42%	Reduced
215	Korea Investment Corp Seoul, South Korea	$16.9M	-$26.6M	2	0.08%	Reduced
216	HSBC Holdings London, United Kingdom	$16.7M	-$4.85M	4	0.03%	Reduced
217	United Capital Financial Advisors Irving, Texas	$16.7M	+$1.31M	2	0.14%	Increased
218	BB&T Securities Richmond, Virginia	$16.4M	+$39.5K	3	0.22%	Increased
219	EBIM Eagle Boston Investment Management Boston, Massachusetts	$15.9M	+$188K	1	1.63%	Increased
220	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$15.8M	+$10.1M	2	0.66%	Increased
221	TU TDAM USA Toronto, Ontario, Canada	$15.7M	-$716K	1	0.92%	Reduced
222	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$15.6M	-$81.1K	1	1.75%	Reduced
223	PIA Piedmont Investment Advisors Durham, North Carolina	$15.5M	-$381K	2	0.33%	Reduced
224	Suntrust Banks Atlanta, Georgia	$15.4M	+$80.9K	2	0.09%	Increased
225	WBC Westpac Banking Corp Sydney, Australia	$15.4M	-$213K	3	0.34%	Reduced