← 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	SCA Summit Creek Advisors Minneapolis, Minnesota	$11.3M	-$365K	1	2.29%	Reduced
252	Eastern Bank Boston, Massachusetts	$11.2M	-$1.29M	1	0.83%	Reduced
253	SCM SKBA Capital Management San Francisco, California	$11.1M	-$860K	1	1.8%	Reduced
254	Nomura Holdings Tokyo, Japan	$10.9M	-$201K	1	0.04%	Reduced
255	William Blair Investment Management Chicago, Illinois	$10.8M	+$190K	1	0.05%	Increased
256	LPL Financial San Diego, California	$10.7M	-$988K	4	0.03%	Reduced
257	Zurich Insurance Group Zurich, Switzerland	$10.7M	+$56.9K	1	0.26%	Increased
258	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.6M	+$1M	1	2.09%	Increased
259	GAI General American Investors New York	$10.6M	+$1.87M	1	1.11%	Increased
260	MCIM Meadow Creek Investment Management Atlanta, Georgia	$10.4M	+$8.46M	3	0.24%	Increased
261	State of Alaska Department of Revenue Juneau, Alaska	$10.4M	+$316K	3	0.2%	Increased
262	Arrowstreet Capital Boston, Massachusetts	$10.3M	+$10.6M	1	0.03%	Increased
263	Kornitzer Capital Management Shawnee Mission, Kansas	$10.3M	+$22.1K	1	0.21%	Increased
264	Ancora Advisors Cleveland, Ohio	$10.3M	-$169K	1	0.49%	Reduced
265	AR Advisory Research Chicago, Illinois	$10.2M	-$153K	1	0.22%	Reduced
266	HighTower Advisors Chicago, Illinois	$10.2M	+$158K	2	0.08%	Increased
267	ABC Anchor Bolt Capital Chicago, Illinois	$10.1M	-$34.7M	1	0.71%	Reduced
268	GGI Godsey & Gibb Inc Richmond, Virginia	$10.1M	-$732K	1	1.82%	Reduced
269	Meyer Handelman Company Rye Brook, New York	$10.1M	+$59.8K	1	0.57%	Increased
270	TPSF Texas Permanent School Fund Austin, Texas	$10M	-$604K	3	0.18%	Reduced
271	MC Martin Currie Edinburgh, United Kingdom	$9.82M	+$230K	1	0.8%	Increased
272	CC Carlson Capital Dallas, Texas	$9.82M	-$29.2M	1	0.15%	Reduced
273	Capital World Investors Los Angeles, California	$9.55M	+$11.2M	1	0%	New
274	Commonwealth Equity Services Waltham, Massachusetts	$9.48M	+$1.34M	5	0.05%	Increased
275	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$9.27M	-$3.51M	2	0.05%	Reduced