← 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	GC Gratry & Company Beachwood, Ohio	$8.77M	+$10.2K	1	3.09%	Increased
277	WI Wafra Inc New York	$8.74M	$0	1	1.27%	Maintained
278	Mitsubishi UFJ Asset Management Tokyo, Japan	$8.7M	+$144K	2	0.23%	Increased
279	ExxonMobil Investment Management Irving, Texas	$8.67M	-$367K	1	0.22%	Reduced
280	PEAK6 Group Chicago, Illinois	$8.66M	-$2.27M	2	0.06%	Reduced
281	HFS Haverford Financial Services Radnor, Pennsylvania	$8.63M	+$674K	1	4.75%	Increased
282	Natixis Advisors Boston, Massachusetts	$8.57M	-$312K	2	0.16%	Reduced
283	HighTower Advisors Chicago, Illinois	$8.52M	-$243K	1	0.21%	Reduced
284	QIM Quest Investment Management Lake Oswego, Oregon	$8.51M	+$8.3M	1	0.73%	New
285	AC AFAM Capital Austin, Texas	$8.44M	-$369K	1	1.16%	Reduced
286	RR Robotti Robert	$8.42M	+$65K	1	3.39%	Increased
287	Whittier Trust South Pasadena, California	$8.31M	+$76.6K	3	0.45%	Increased
288	DILH Dai-ichi Life Holdings Tokyo, Japan	$8.23M	-$2.1M	2	0.29%	Reduced
289	SM Seminole Management New York	$8.02M	-$17.7M	1	0.51%	Reduced
290	GIP Granite Investment Partners El Segundo, California	$7.97M	-$210K	1	1.29%	Reduced
291	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$7.94M	+$240K	2	0.06%	Increased
292	Glenmede Trust Philadelphia, Pennsylvania	$7.84M	-$108K	3	0.09%	Reduced
293	Mutual of America Capital Management New York	$7.64M	+$1.65M	1	0.21%	Increased
294	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.57M	+$7.38M	1	1.98%	New
295	Los Angeles Capital Management Los Angeles, California	$7.54M	+$4.58M	2	0.09%	Increased
296	PC Pier Capital Stamford, Connecticut	$7.48M	-$339K	1	1.06%	Reduced
297	BCMNY Buckingham Capital Management (New York) New York	$7.42M	+$1.56M	1	0.72%	Increased
298	Capital Advisors Inc Tulsa, Oklahoma	$7.29M	-$34.7K	1	1.75%	Reduced
299	Acadian Asset Management Boston, Massachusetts	$7.27M	+$4.31M	1	0.05%	Increased
300	AIA Alerus Investment Advisors Wayzata, Minnesota	$7.2M	+$33.3K	1	1.43%	Increased