← 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	Nisa Investment Advisors St. Louis, Missouri	$10.8M	-$77.6K	2	0.15%	Reduced
252	Suntrust Banks Atlanta, Georgia	$10.8M	-$696K	2	0.07%	Reduced
253	NAM Nichols Asset Management Sudbury, Massachusetts	$10.7M	+$70.2K	1	1.91%	Increased
254	Creative Planning Overland Park, Kansas	$10.5M	-$165K	3	0.1%	Reduced
255	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$10.4M	-$310K	1	1.35%	Reduced
256	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$10.4M	-$435K	2	0.33%	Reduced
257	GCP GSA Capital Partners London, United Kingdom	$10.4M	+$5.94M	5	0.4%	Increased
258	MTB Mizuho Trust & Banking Tokyo, Japan	$10.4M	-$9.72M	1	0.03%	Reduced
259	SAM Scopus Asset Management New York	$10.1M	+$724K	1	0.17%	Increased
260	GCM Grisanti Capital Management New York	$10.1M	-$254K	1	3.76%	Reduced
261	Zurich Cantonal Bank Zurich, Switzerland	$9.99M	+$598K	5	0.14%	Increased
262	Balyasny Asset Management Chicago, Illinois	$9.95M	-$900K	2	0.06%	Reduced
263	VanEck Associates New York	$9.64M	+$669K	2	0.06%	Increased
264	SCCM Schafer Cullen Capital Management New York	$9.62M	-$352K	1	0.1%	Reduced
265	GWM Greenwich Wealth Management Greenwich, Connecticut	$9.61M	-$1.84M	1	1.23%	Reduced
266	Envestnet Asset Management Chicago, Illinois	$9.59M	-$87.3K	3	0.05%	Reduced
267	CCMH Cornerstone Capital Management Holdings New York	$9.52M	+$50K	4	0.08%	Increased
268	CIM Calvert Investment Management Bethesda, Maryland	$9.32M	-$1.45M	2	0.41%	Reduced
269	Williams Jones & Associates New York	$9.18M	+$337K	2	0.35%	Increased
270	William Blair & Company Chicago, Illinois	$8.88M	+$7.12M	1	0.01%	Increased
271	Virginia Retirement Systems Richmond, Virginia	$8.76M	-$5.67M	2	0.13%	Reduced
272	MCM McRae Capital Management Morristown, New Jersey	$8.65M	+$219K	1	4.03%	Increased
273	LNB Ledyard National Bank	$8.53M	+$220K	1	1.49%	Increased
274	AC AFAM Capital Austin, Texas	$8.45M	+$104K	1	1.12%	Increased
275	Fjarde Ap-fonden Stockholm, Sweden	$8.38M	-$709K	2	0.2%	Reduced