← 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 $154B	2,284	+158	+7%	$108B
2	2 Monolithic Power Systems MPWR $60.7B	866	-16	-2%	$27.6B
3	3 Flex FLEX $34.9B	570	+70	+14%	$15.1B
4	4 Advanced Energy AEIS $9.68B	319	+4	+1%	$4.73B
5	5 Solaris Energy Infrastructure SEI $4.19B	179	+43	+32%	$1.01B
6	6 Keel Infrastructure Corp KEEL $1.51B	148	+3	+2%	$152M
7	7 FuelCell Energy FCEL $1.1B	108	-70	-39%	$73.1M
8	8 Hadron Energy HDRN $45.9M	29	+11	+61%	$154M
9	9 Vulcan Infrastructure and Power VIP $23.8M	23	+3	+15%	$1.28M
10	10 Duos Technologies DUOT $171M	21	+4	+24%	$14.7M
11	11 New Era Energy & Digital Inc NUAI $402M	7	+7	–	$951K
12	12 SuperX AI Technology Ltd SUPX $300M	4	0	0%	$175K
13	13 Defiance AI & Power Infrastructure ETF AIPO $807M	–	–	–	–
14	14 Capstone Energy Plus CEPL $103M	–	–	–	–
15	15 VegaShares AI Thermal, Cooling & Power Management ETF COOL	–	–	–	–
16	FISN 16 Deep Fission Inc FISN $217M	–	–	–	–
17	17 Forgent Power Solutions FPS $8.58B	–	–	–	–
18	18 Fermi Inc FRMI $2.06B	–	–	–	–
19	19 800VDC AI Datacenter Ecosystem ETF HUMM	–	–	–	–
20	20 INNIO N.V. INIO $11.8B	–	–	–	–
21	21 Dan IVES Wedbush AI Power & Infrastructure ETF IVEP $17.8M	–	–	–	–
22	ONEN 22 ONE Nuclear Energy Inc. Common Stock ONEN $172M	–	–	–	–