← 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	Castleark Management Chicago, Illinois	$7.61M	+$1.28M	1	0.24%	Increased
277	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.56M	+$54.7K	1	0.66%	Increased
278	LSA L & S Advisors Los Angeles, California	$7.54M	+$6.66M	1	1.86%	New
279	AC AFAM Capital Austin, Texas	$7.36M	-$177K	1	1.2%	Reduced
280	WBC Westpac Banking Corp Sydney, Australia	$7.31M	+$3.33M	2	0.08%	Increased
281	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$7.3M	-$2.39M	3	0.08%	Reduced
282	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.14M	-$367K	2	0.15%	Reduced
283	Bessemer Group Woodbridge, New Jersey	$7.12M	+$4.84M	4	0.04%	Increased
284	BB&T Securities Richmond, Virginia	$7.09M	+$5.17M	1	0.12%	Increased
285	CIS Connors Investor Services Wyomissing, Pennsylvania	$7.06M	+$436K	1	1.4%	Increased
286	ExxonMobil Investment Management Irving, Texas	$6.99M	+$442K	1	0.16%	Increased
287	Livforsakringsbolaget Skandia Stockholm, Sweden	$6.94M	+$1.27M	2	0.33%	Increased
288	FBP Flippin Bruce & Porter Lynchburg, Virginia	$6.91M	+$439K	1	2.19%	Increased
289	DILH Dai-ichi Life Holdings Tokyo, Japan	$6.9M	+$1.27M	3	0.21%	Increased
290	Capital International Inc Los Angeles, California	$6.86M	-$3.81M	1	0.75%	Reduced
291	BlueCrest Capital Management St Helier, Jersey	$6.83M	+$2.57M	1	0.42%	Increased
292	EA Evanston Advisors Schaumburg, Illinois	$6.74M	-$39.8K	1	2.22%	Reduced
293	HBK Investments Dallas, Texas	$6.72M	-$1.4M	2	0.07%	Reduced
294	Andra AP-fonden Goteborg, Sweden	$6.71M	+$110K	2	0.18%	Increased
295	Robeco Schweiz Zurich, Switzerland	$6.66M	-$5.87M	2	0.64%	Reduced
296	MC Mitra Capital Boston, Massachusetts	$6.65M	+$5.87M	1	10.58%	New
297	Moore Capital Management New York	$6.6M	+$4.58M	1	0.27%	Increased
298	SCCM Schafer Cullen Capital Management New York	$6.58M	-$443K	1	0.08%	Reduced
299	PIA Piedmont Investment Advisors Durham, North Carolina	$6.55M	+$88.9K	1	0.14%	Increased
300	VAM Visium Asset Management New York	$6.44M	+$3M	2	0.11%	Increased