← 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	Funds holding	Growth	Growth %	Fund value
1	1 Eaton ETN $159B	1,230	+122	+11%	$38.2B
2	2 Monolithic Power Systems MPWR $61.1B	509	+76	+18%	$15.6B
3	3 Flex FLEX $37.1B	323	+52	+19%	$8.79B
4	4 Advanced Energy AEIS $10.4B	289	+31	+12%	$3.62B
5	5 FuelCell Energy FCEL $1.13B	202	+77	+62%	$1.1B
6	6 Solaris Energy Infrastructure SEI $4.57B	109	+2	+2%	$198M
7	7 Duos Technologies DUOT $176M	9	-1	-10%	$3.36M
8	8 Defiance AI & Power Infrastructure ETF AIPO $830M	–	–	–	–
9	9 Capstone Energy Plus CEPL $103M	–	–	–	–
10	10 VegaShares AI Thermal, Cooling & Power Management ETF COOL	–	–	–	–
11	FISN 11 Deep Fission Inc FISN $227M	–	–	–	–
12	12 Forgent Power Solutions FPS $8.98B	–	–	–	–
13	13 Fermi Inc FRMI $2.03B	–	–	–	–
14	14 Hadron Energy HDRN $53.3M	–	–	–	–
15	15 800VDC AI Datacenter Ecosystem ETF HUMM	–	–	–	–
16	16 INNIO N.V. INIO $12.4B	–	–	–	–
17	17 Dan IVES Wedbush AI Power & Infrastructure ETF IVEP $18.4M	–	–	–	–
18	18 Keel Infrastructure Corp KEEL $1.57B	–	–	–	–
19	19 New Era Energy & Digital Inc NUAI $412M	–	–	–	–
20	ONEN 20 ONE Nuclear Energy Inc. Common Stock ONEN $174M	–	–	–	–
21	21 SuperX AI Technology Ltd SUPX $307M	–	–	–	–
22	22 Vulcan Infrastructure and Power VIP $23.2M	–	–	–	–