← 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
251	WI Wafra Inc New York	$11.1M	+$1.53M	1	1.34%	Increased
252	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$11.1M	-$136K	2	0.33%	Reduced
253	Citigroup New York	$11M	-$5.18M	5	0.01%	Reduced
254	HCMT Highland Capital Management (Texas) Dallas, Texas	$10.9M	-$5.49M	1	0.44%	Reduced
255	TCM Tygh Capital Management Portland, Oregon	$10.8M	+$1.09M	2	2.2%	Increased
256	DM Delphi Management Brookline, Massachusetts	$10.5M	+$3.67M	1	1.14%	Increased
257	Oppenheimer & Co New York	$10.5M	+$2.9M	2	0.31%	Increased
258	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$10.3M	+$9.61M	1	0.71%	New
259	IMOV Investment Management of Virginia Richmond, Virginia	$10.3M	+$145K	1	1.69%	Increased
260	Nisa Investment Advisors St. Louis, Missouri	$10.3M	-$144K	2	0.15%	Reduced
261	LNB Ledyard National Bank	$10.3M	+$58.6K	1	1.75%	Increased
262	CCM Century Capital Management Boston, Massachusetts	$10.3M	+$9.32M	1	0.48%	New
263	SSA South Street Advisors New York	$10.1M	+$150K	1	4.03%	Increased
264	CIM Calvert Investment Management Bethesda, Maryland	$10.1M	+$1.58M	1	0.72%	Increased
265	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.1M	-$345K	2	0.21%	Reduced
266	Glenmede Trust Philadelphia, Pennsylvania	$10M	-$251K	2	0.09%	Reduced
267	ProShare Advisors Bethesda, Maryland	$9.98M	+$3.6M	5	0.12%	Increased
268	Commerzbank Aktiengesellschaft Frankfurt, Germany	$9.97M	+$257K	2	0.04%	Increased
269	Janney Montgomery Scott Philadelphia, Pennsylvania	$9.91M	-$184K	2	0.24%	Reduced
270	Baird Milwaukee, Wisconsin	$9.87M	-$1.71M	1	0.14%	Reduced
271	OAM Oxford Asset Management Oxford, United Kingdom	$9.83M	-$3.08M	1	0.29%	Reduced
272	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$9.63M	-$1.42M	1	2.54%	Reduced
273	HighTower Advisors Chicago, Illinois	$9.5M	-$384K	3	0.19%	Reduced
274	CCMH Cornerstone Capital Management Holdings New York	$9.36M	-$486K	2	0.11%	Reduced
275	ExxonMobil Investment Management Irving, Texas	$9.35M	+$70.7K	1	0.21%	Increased