← 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
226	Asset Management One Tokyo, Japan	$13.6M	+$289K	2	0.21%	Increased
227	STB S&T Bank Indiana, Pennsylvania	$13.4M	-$177K	1	1.91%	Reduced
228	Zacks Investment Management Chicago, Illinois	$13.3M	+$1.39M	2	0.49%	Increased
229	QAM Quentec Asset Management New York	$13.3M	+$590K	1	4.05%	Increased
230	Guardian Capital (Canada) Toronto, Ontario, Canada	$13.3M	+$190K	1	0.21%	Increased
231	DSI Daiwa SB Investments Tokyo, Japan	$13.2M	-$2.94M	1	1.58%	Reduced
232	Carson Wealth (CWM LLC) Omaha, Nebraska	$12.7M	+$3.04M	1	1.73%	Increased
233	Weiss Multi-Strategy Advisers New York	$12.7M	+$8.78M	2	0.25%	Increased
234	Associated Banc-Corp Green Bay, Wisconsin	$12.6M	+$705K	1	0.87%	Increased
235	TIP Torray Investment Partners Bethesda, Maryland	$12.5M	+$7.37K	1	2.13%	Increased
236	Trillium Asset Management Boston, Massachusetts	$12.3M	+$920K	1	1.16%	Increased
237	Anchor Capital Advisors Boston, Massachusetts	$12.3M	-$75.1K	1	0.24%	Reduced
238	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$12.2M	$0	3	0.14%	Maintained
239	WesBanco Bank Wheeling, West Virginia	$12.2M	-$206K	1	0.69%	Reduced
240	Axa Paris, France	$12.2M	+$4.11M	2	0.05%	Increased
241	VanEck Associates New York	$11.9M	+$1.74M	2	0.06%	Increased
242	Fifth Third Bancorp Cincinnati, Ohio	$11.9M	-$169K	4	0.11%	Reduced
243	BLM Bennett Lawrence Management New York	$11.9M	+$1.15M	1	1.75%	Increased
244	TSU TD Securities (USA) New York	$11.7M	-$843K	1	0.21%	Reduced
245	Gulf International Bank (UK) London, United Kingdom	$11.5M	+$127K	2	0.22%	Increased
246	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$11.4M	+$123K	1	1.73%	Increased
247	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$11.3M	-$11K	1	0.04%	Reduced
248	CHAM Clear Harbor Asset Management Stamford, Connecticut	$11.2M	+$618K	2	2.63%	Increased
249	Natixis Advisors Boston, Massachusetts	$11.2M	+$1M	2	0.17%	Increased
250	Balyasny Asset Management Chicago, Illinois	$11.2M	+$9.13M	1	0.13%	Increased