← 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	HFS Haverford Financial Services Radnor, Pennsylvania	$6.46M	+$981K	1	2.98%	Increased
277	Artemis Investment Management Edinburgh, United Kingdom	$6.37M	-$653K	1	0.19%	Reduced
278	HHC Hutchin Hill Capital New York	$6.36M	+$4.82M	1	0.24%	Increased
279	Fjarde Ap-fonden Stockholm, Sweden	$6.34M	-$391K	2	0.18%	Reduced
280	AC AFAM Capital Austin, Texas	$6.31M	-$129K	1	0.96%	Reduced
281	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$6.29M	+$40.7K	2	0.14%	Increased
282	PCM Palouse Capital Management Spokane, Washington	$6.22M	+$782K	1	2.4%	Increased
283	Carson Wealth (CWM LLC) Omaha, Nebraska	$6.18M	+$625K	1	0.62%	Increased
284	Winton Group London, United Kingdom	$6.12M	+$7.04M	1	0.05%	New
285	Engineers Gate Manager New York	$6.05M	+$5.94M	2	0.52%	Increased
286	EBIM Eagle Boston Investment Management Boston, Massachusetts	$6M	+$224K	1	0.81%	Increased
287	LNB Ledyard National Bank	$6M	-$560K	1	1.15%	Reduced
288	EA Evanston Advisors Schaumburg, Illinois	$5.99M	+$675K	1	1.98%	Increased
289	IRF IBM Retirement Fund Armonk, New York	$5.95M	-$19.1K	1	0.13%	Reduced
290	BCMNY Buckingham Capital Management (New York) New York	$5.91M	+$37.3K	1	0.53%	Increased
291	RCM Riverhead Capital Management Wilmington, Delaware	$5.79M	+$391K	2	0.09%	Increased
292	VCM Vigilant Capital Management Portland, Maine	$5.68M	+$520K	1	1.14%	Increased
293	Edmond de Rothschild Holding Chambesy, Switzerland	$5.63M	-$770K	2	0.14%	Reduced
294	Advisors Capital Management Ridgewood, New Jersey	$5.62M	+$392K	1	0.62%	Increased
295	Envestnet Asset Management Chicago, Illinois	$5.61M	-$2.18M	4	0.03%	Reduced
296	ExxonMobil Investment Management Irving, Texas	$5.5M	+$214K	1	0.14%	Increased
297	Andra AP-fonden Goteborg, Sweden	$5.47M	+$1.65M	2	0.16%	Increased
298	CCM Cadence Capital Management Boston, Massachusetts	$5.36M	+$1.08M	1	0.38%	Increased
299	PP Prospector Partners Guilford, Connecticut	$5.35M	+$2.98M	1	0.77%	Increased
300	Squarepoint New York	$5.34M	+$4.77M	1	1.33%	Increased