← 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	Marshall Wace London, United Kingdom	$11.8M	+$4.23M	2	0.17%	Increased
252	BOK Financial Tulsa, Oklahoma	$11.8M	+$2.48M	1	0.38%	Increased
253	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$11.7M	-$52K	1	1.71%	Reduced
254	VanEck Associates New York	$11.5M	-$574K	2	0.05%	Reduced
255	DekaBank Deutsche Girozentrale Frankfurt, Germany	$11.5M	+$5.41M	2	0.17%	Increased
256	WI Wafra Inc New York	$11.4M	$0	1	1.43%	Maintained
257	QAM Quentec Asset Management New York	$11.2M	+$752K	1	2.92%	Increased
258	Nisa Investment Advisors St. Louis, Missouri	$11.2M	+$654K	2	0.15%	Increased
259	Janney Montgomery Scott Philadelphia, Pennsylvania	$11.1M	+$920K	2	0.24%	Increased
260	GWM Greenwich Wealth Management Greenwich, Connecticut	$11.1M	$0	1	0.73%	Maintained
261	CC Colrain Capital Boston, Massachusetts	$11M	+$8.02M	1	0.8%	Increased
262	Glenmede Trust Philadelphia, Pennsylvania	$10.9M	+$380K	3	0.1%	Increased
263	Susquehanna International Group Bala Cynwyd, Pennsylvania	$10.7M	-$8.71M	5	0%	Reduced
264	ACM Aviance Capital Management Sarasota, Florida	$10.6M	+$4.86M	1	0.45%	Increased
265	LNB Ledyard National Bank	$10.5M	-$63.5K	1	1.75%	Reduced
266	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$10.2M	-$142K	2	0.21%	Reduced
267	Citigroup New York	$10.2M	-$1.18M	5	0.01%	Reduced
268	Bank of Montreal Toronto, Ontario, Canada	$10.1M	+$1.84M	5	0.01%	Increased
269	CIM Calvert Investment Management Bethesda, Maryland	$10.1M	-$304K	1	0.68%	Reduced
270	HighTower Advisors Chicago, Illinois	$10M	+$79.3K	3	0.17%	Increased
271	Commerzbank Aktiengesellschaft Frankfurt, Germany	$9.98M	-$320K	2	0.05%	Reduced
272	HCMT Highland Capital Management (Texas) Dallas, Texas	$9.89M	-$726K	2	0.36%	Reduced
273	Mitsubishi UFJ Asset Management Tokyo, Japan	$9.88M	+$887K	3	0.25%	Increased
274	CCMH Cornerstone Capital Management Holdings New York	$9.84M	+$196K	3	0.11%	Increased
275	STCG Speece Thorson Capital Group Minnetonka, Minnesota	$9.81M	-$75.7K	1	2.5%	Reduced