← 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	Level Four Advisory Services Dallas, Texas	$15.5M	+$349K	1	0.61%	Increased
252	Commonwealth Equity Services Waltham, Massachusetts	$15M	+$19.5K	5	0.06%	Increased
253	Fjarde Ap-fonden Stockholm, Sweden	$14.8M	-$7.76M	2	0.18%	Reduced
254	GAI General American Investors New York	$14.6M	$0	1	1.34%	Maintained
255	AR Advisory Research Chicago, Illinois	$14.6M	+$216K	2	0.67%	Increased
256	Calamos Advisors Naperville, Illinois	$14.5M	+$5.98M	3	0.07%	Increased
257	Swiss Life Asset Management Zurich,	$14.2M	+$6.81M	2	0.27%	Increased
258	Cubist Systematic Strategies Stamford, Connecticut	$14.1M	+$2.56M	3	0.26%	Increased
259	FBP Flippin Bruce & Porter Lynchburg, Virginia	$13.8M	-$363K	1	2.37%	Reduced
260	TPSF Texas Permanent School Fund Austin, Texas	$13.7M	-$402K	3	0.21%	Reduced
261	FTI Fiduciary Trust International Lincoln, Massachusetts	$13.4M	+$4.04M	1	2.15%	Increased
262	Andra AP-fonden Goteborg, Sweden	$13.2M	+$267K	2	0.38%	Increased
263	Jane Street New York	$13.2M	+$5.04M	4	0.02%	Increased
264	Meyer Handelman Company Rye Brook, New York	$13.2M	-$372K	1	0.63%	Reduced
265	Hancock Whitney Gulfport, Mississippi	$13M	-$455K	1	0.42%	Reduced
266	FCI Financial Counselors Inc Overland Park, Kansas	$13M	+$200K	1	0.46%	Increased
267	Xact Kapitalforvaltning Stockholm, Sweden	$12.9M	+$113K	4	0.22%	Increased
268	Nishkama Capital LLC Dorado, Puerto Rico	$12.9M	+$9.87M	1	7.58%	Increased
269	Fisher Asset Management Camas, Washington	$12.8M	+$2.44M	1	0.01%	Increased
270	SCM SKBA Capital Management San Francisco, California	$12.8M	-$861K	1	2.03%	Reduced
271	Bartlett & Co Wealth Management Cincinnati, Ohio	$12.8M	-$518K	2	0.31%	Reduced
272	Marshall Wace London, United Kingdom	$12.8M	+$7.36M	3	0.09%	Increased
273	Encompass Capital Advisors New York	$12.7M	-$5.93K	1	0.81%	Reduced
274	Susquehanna International Group Bala Cynwyd, Pennsylvania	$12.6M	+$6.6M	3	0%	Increased
275	IIA IPG Investment Advisors San Diego, California	$12.4M	-$7.96M	1	3.92%	Reduced