← 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	OAM Oxford Asset Management Oxford, United Kingdom	$9.74M	-$1.89M	1	0.32%	Reduced
277	NAM Nichols Asset Management Sudbury, Massachusetts	$9.7M	+$1.05M	1	1.96%	Increased
278	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$9.65M	+$10.3M	1	0.18%	New
279	Mackenzie Financial Toronto Ontario, Ontario, Canada	$9.6M	-$621K	2	0.04%	Reduced
280	Thrivent Financial for Lutherans Minneapolis, Minnesota	$9.59M	+$7.54M	3	0.05%	Increased
281	AC AFAM Capital Austin, Texas	$9.56M	+$21.2K	1	1.2%	Increased
282	MCM McRae Capital Management Morristown, New Jersey	$9.51M	+$31.5K	1	4.58%	Increased
283	Creative Planning Overland Park, Kansas	$9.49M	+$6.17M	4	0.12%	Increased
284	ORIO Old Republic International (ORI) Chicago, Illinois	$9.42M	$0	1	0.82%	Maintained
285	YCMGA York Capital Management Global Advisors New York	$9.39M	+$6.27M	1	0.09%	Increased
286	ExxonMobil Investment Management Irving, Texas	$9.36M	-$237K	1	0.21%	Reduced
287	IRF IBM Retirement Fund Armonk, New York	$9.33M	-$35.4K	1	0.18%	Reduced
288	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$9.22M	-$2.87M	1	0.62%	Reduced
289	Oppenheimer & Co New York	$9.21M	-$1.51M	3	0.28%	Reduced
290	Baird Milwaukee, Wisconsin	$9.08M	-$1.01M	1	0.13%	Reduced
291	GAI General American Investors New York	$8.95M	+$8.61M	1	0.73%	New
292	PP PDT Partners New York	$8.87M	+$3.54M	3	0.24%	Increased
293	BPBT Boston Private Bank & Trust Boston, Massachusetts	$8.74M	+$879K	2	0.42%	Increased
294	Aperio Group Sausalito, California	$8.73M	+$394K	3	0.13%	Increased
295	Robeco Schweiz Zurich, Switzerland	$8.63M	+$4.08M	2	0.7%	Increased
296	SG Americas Securities New York	$8.6M	-$10.6M	2	0.05%	Reduced
297	DM Delphi Management Brookline, Massachusetts	$8.5M	-$3.73M	1	1.24%	Reduced
298	GC Gratry & Company Beachwood, Ohio	$8.5M	-$771K	1	3.34%	Reduced
299	GCM Grisanti Capital Management New York	$8.47M	+$21.5K	1	3.57%	Increased
300	ProShare Advisors Bethesda, Maryland	$8.35M	-$1.69M	5	0.11%	Reduced