← 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	MCM McRae Capital Management Morristown, New Jersey	$7.82M	-$160K	1	3.62%	Reduced
277	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$7.81M	+$3.49M	1	0.54%	Increased
278	Tudor Investment Corp Stamford, Connecticut	$7.48M	-$2.87M	2	0.16%	Reduced
279	Citadel Advisors Miami, Florida	$7.46M	-$16.1M	3	0.01%	Reduced
280	BB&T Securities Richmond, Virginia	$7.36M	+$621K	2	0.11%	Increased
281	Andra AP-fonden Goteborg, Sweden	$7.25M	+$805K	2	0.19%	Increased
282	AL Airain Ltd St. Peter Port, Guernsey	$7.2M	+$7.45M	3	0.42%	New
283	KBI Global Investors Ifsc, Dublin, Ireland	$7.15M	+$7.25M	3	0.19%	New
284	Gotham Asset Management New York	$7.12M	-$25.9M	3	0.09%	Reduced
285	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.11M	-$1.36M	1	0.98%	Reduced
286	LG Leuthold Group Minneapolis, Minnesota	$7.1M	+$7.44M	1	0.75%	New
287	ExxonMobil Investment Management Irving, Texas	$7.08M	+$419K	1	0.15%	Increased
288	AC AFAM Capital Austin, Texas	$7.05M	+$22K	1	1.17%	Increased
289	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$7.01M	+$1.02M	1	2.26%	Increased
290	Bank of Nova Scotia Toronto, Ontario, Canada	$7.01M	+$6.8M	2	0.04%	Increased
291	Sterling Capital Management Charlotte, North Carolina	$6.97M	+$6.48M	1	0.06%	Increased
292	Bridgewater Associates Westport, Connecticut	$6.91M	+$5.58M	2	0.09%	Increased
293	FBP Flippin Bruce & Porter Lynchburg, Virginia	$6.88M	+$289K	1	2.04%	Increased
294	Carson Wealth (CWM LLC) Omaha, Nebraska	$6.86M	-$364K	1	0.5%	Reduced
295	Bessemer Group Woodbridge, New Jersey	$6.83M	+$39.3K	2	0.04%	Increased
296	Los Angeles Capital Management Los Angeles, California	$6.74M	+$5.54M	1	0.06%	Increased
297	Livforsakringsbolaget Skandia Stockholm, Sweden	$6.73M	$0	2	0.3%	Maintained
298	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$6.7M	-$126K	2	0.14%	Reduced
299	Employees Retirement System of Texas Austin, Texas	$6.47M	-$1.59M	2	0.09%	Reduced
300	TI Turner Investments Berwyn, Pennsylvania	$6.46M	+$398K	2	2.03%	Increased