← 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	TCW Group Los Angeles, California	$9.03M	-$6.62M	1	0.04%	Reduced
277	VanEck Associates New York	$8.87M	-$2.45M	2	0.06%	Reduced
278	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$8.82M	-$1.05M	1	1.12%	Reduced
279	BCMNY Buckingham Capital Management (New York) New York	$8.74M	+$269K	1	0.77%	Increased
280	Fred Alger Management New York	$8.58M	-$37.5M	1	0.04%	Reduced
281	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$8.51M	-$287K	2	0.17%	Reduced
282	AC AFAM Capital Austin, Texas	$8.46M	-$6.13K	1	1.08%	Reduced
283	LNB Ledyard National Bank	$8.43M	-$209K	1	1.55%	Reduced
284	Advisors Capital Management Ridgewood, New Jersey	$8.36M	+$1.18M	2	1.02%	Increased
285	Williams Jones & Associates New York	$8.33M	+$6M	1	0.34%	Increased
286	MCM McRae Capital Management Morristown, New Jersey	$8.29M	+$49.4K	1	3.83%	Increased
287	ORIO Old Republic International (ORI) Chicago, Illinois	$8.29M	$0	1	0.47%	Maintained
288	GP GLG Partners London, United Kingdom	$8.26M	-$9.62M	1	0.24%	Reduced
289	Spot Trading Chicago, Illinois	$8.2M	-$849K	4	0.05%	Reduced
290	Zurich Cantonal Bank Zurich, Switzerland	$8.18M	+$1.71M	4	0.25%	Increased
291	MC Martin Currie Edinburgh, United Kingdom	$8.11M	+$1.63M	1	0.7%	Increased
292	NCM Newland Capital Management New York	$8.09M	+$7.43M	1	4.53%	Increased
293	Perpetual Ltd Sydney, New South Wales, Australia	$8.08M	-$1.43M	1	0.95%	Reduced
294	IRF IBM Retirement Fund Armonk, New York	$7.99M	-$36.3K	1	0.15%	Reduced
295	HFS Haverford Financial Services Radnor, Pennsylvania	$7.95M	+$547K	1	3.25%	Increased
296	GIPM G2 Investment Partners Management New York	$7.93M	+$705K	1	2.51%	Increased
297	GE General Electric Evendale, Ohio	$7.83M	-$208M	1	0.02%	Reduced
298	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.68M	-$1.29M	3	0.24%	Reduced
299	ExxonMobil Investment Management Irving, Texas	$7.6M	-$312K	1	0.18%	Reduced
300	WIC Willis Investment Counsel Gainesville, Georgia	$7.56M	+$4.01M	1	0.71%	Increased