← 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
276	Arrowstreet Capital Boston, Massachusetts	$7.84M	+$7.88M	2	0.06%	New
277	GIP Granite Investment Partners El Segundo, California	$7.83M	+$7.5M	1	1.38%	New
278	GWM Greenwich Wealth Management Greenwich, Connecticut	$7.74M	+$7.2M	1	0.57%	New
279	OAM Oxford Asset Management Oxford, United Kingdom	$7.67M	+$7.29M	2	0.21%	New
280	Whittier Trust South Pasadena, California	$7.65M	+$7.35M	3	0.43%	New
281	HFS Haverford Financial Services Radnor, Pennsylvania	$7.59M	+$7.27M	1	4.27%	New
282	Glenmede Trust Philadelphia, Pennsylvania	$7.49M	+$7.18M	3	0.09%	New
283	GIM Goelzer Investment Management Carmel, Indiana	$7.48M	+$7.16M	1	0.8%	New
284	Thompson Siegel & Walmsley Richmond, Virginia	$7.46M	+$6.97M	2	0.16%	New
285	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$7.38M	+$7.07M	1	0.05%	New
286	DekaBank Deutsche Girozentrale Frankfurt, Germany	$7.26M	+$7.02M	2	0.14%	New
287	Westfield Capital Management Boston, Massachusetts	$7.17M	+$7.06M	1	0.05%	New
288	PRC Platte River Capital Denver, Colorado	$7.08M	+$6.78M	1	0.82%	New
289	Oppenheimer & Co New York	$7.06M	+$6.76M	2	0.27%	New
290	LM Luminus Management Houston, Texas	$7.02M	+$6.73M	1	0.59%	New
291	Capital Advisors Inc Tulsa, Oklahoma	$7M	+$6.71M	1	1.89%	New
292	AIA Alerus Investment Advisors Wayzata, Minnesota	$6.85M	+$6.56M	1	1.06%	New
293	WAM World Asset Management Detroit, Michigan	$6.81M	+$6.51M	3	0.16%	New
294	DnB Asset Management Oslo, Norway	$6.78M	+$6.11M	1	0.2%	New
295	PIM Progressive Investment Management Lake Oswego, Oregon	$6.72M	+$6.44M	1	2.61%	New
296	BOK Financial Tulsa, Oklahoma	$6.66M	+$6.38M	1	0.25%	New
297	WMC Westwood Management Corporation Chicago, Illinois	$6.64M	+$6.36M	1	1.43%	New
298	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.58M	+$6.3M	2	1.22%	New
299	QS Batterymarch Financial Management New York	$6.47M	+$6.59M	2	0.12%	New
300	Andra AP-fonden Goteborg, Sweden	$6.46M	+$6.05M	2	0.17%	New