← 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	AAM AO Asset Management New York	$9.65M	-$11.7M	1	2.62%	Reduced
277	Martingale Asset Management Boston, Massachusetts	$9.62M	+$6.26M	3	0.14%	Increased
278	LPU Lansdowne Partners (UK) London, United Kingdom	$9.54M	+$9.39M	1	0.08%	New
279	CCP Clough Capital Partners Boston, Massachusetts	$9.46M	-$3.01M	1	0.49%	Reduced
280	Envestnet Asset Management Chicago, Illinois	$9.46M	-$762K	4	0.04%	Reduced
281	Fjarde Ap-fonden Stockholm, Sweden	$9.39M	+$176K	2	0.21%	Increased
282	Anchor Capital Advisors Boston, Massachusetts	$9.21M	-$4.31M	1	0.31%	Reduced
283	Nisa Investment Advisors St. Louis, Missouri	$9.08M	+$78.5K	3	0.12%	Increased
284	CAM ClariVest Asset Management San Diego, California	$9.07M	+$1.85M	2	0.26%	Increased
285	Pictet Asset Management (UK) London, United Kingdom	$8.99M	+$8.26M	1	0.03%	New
286	Winton Group London, United Kingdom	$8.88M	+$8.73M	1	0.15%	New
287	Clark Capital Management Group Philadelphia, Pennsylvania	$8.63M	+$8.37M	2	0.49%	New
288	BB&T Securities Richmond, Virginia	$8.53M	+$386K	3	0.13%	Increased
289	MCM McRae Capital Management Morristown, New Jersey	$8.52M	-$80.8K	1	3.87%	Reduced
290	VanEck Associates New York	$8.45M	-$729K	1	0.04%	Reduced
291	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$8.04M	-$796K	2	0.08%	Reduced
292	Cohen & Steers New York	$8M	-$1.36M	1	0.02%	Reduced
293	LG Leuthold Group Minneapolis, Minnesota	$7.97M	-$221K	1	0.84%	Reduced
294	FBP Flippin Bruce & Porter Lynchburg, Virginia	$7.88M	+$307K	1	2.19%	Increased
295	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$7.82M	+$105K	1	2.37%	Increased
296	HH HWG Holdings Houston, Texas	$7.79M	+$7.15M	1	8.18%	New
297	Mutual of America Capital Management New York	$7.79M	+$2.11M	2	0.16%	Increased
298	ExxonMobil Investment Management Irving, Texas	$7.63M	-$159K	1	0.16%	Reduced
299	Sterling Capital Management Charlotte, North Carolina	$7.62M	-$47.3K	1	0.07%	Reduced
300	AC AFAM Capital Austin, Texas	$7.59M	-$162K	1	1.21%	Reduced