← 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	SFM Systematic Financial Management Teaneck, New Jersey	$11.3M	-$10M	1	0.23%	Reduced
277	State of New Jersey Common Pension Fund D Trenton, New Jersey	$11.1M	$0	1	0.04%	Maintained
278	QS Investors New York	$11.1M	+$6.15M	3	0.09%	Increased
279	HighTower Advisors Chicago, Illinois	$11M	-$392K	3	0.09%	Reduced
280	MLICM Metropolitan Life Insurance Company (MetLife) New York	$10.9M	+$1.9M	2	0.07%	Increased
281	CCI Columbus Circle Investors	$10.8M	+$932K	1	0.18%	Increased
282	MC Martin Currie Edinburgh, United Kingdom	$10.7M	+$294K	1	0.82%	Increased
283	SG Americas Securities New York	$10.6M	+$2.52M	4	0.09%	Increased
284	PM Pembroke Management Montreal, Quebec, Canada	$10.4M	+$528K	1	1.02%	Increased
285	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.4M	-$73.6K	1	2.28%	Reduced
286	EA Edge Advisors Atlanta, Georgia	$10.3M	+$761K	1	1.12%	Increased
287	Capital International Sarl Los Angeles, California	$10.1M	-$2.66M	1	0.84%	Reduced
288	HCM Hodges Capital Management Dallas, Texas	$10.1M	+$435K	1	0.68%	Increased
289	LPL Financial San Diego, California	$10M	+$652K	4	0.04%	Increased
290	Walleye Trading New York	$9.89M	+$3.2M	4	0.05%	Increased
291	MCM McRae Capital Management Morristown, New Jersey	$9.88M	-$168K	1	4.25%	Reduced
292	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$9.83M	-$88.5K	1	1.03%	Reduced
293	HBK Investments Dallas, Texas	$9.79M	+$684K	2	0.06%	Increased
294	Nordea Investment Management Stockholm, Sweden	$9.79M	-$930K	2	0.02%	Reduced
295	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$9.68M	+$671K	2	0.05%	Increased
296	BNP Paribas Asset Management Paris, France	$9.64M	-$558K	2	0.08%	Reduced
297	MPM Meritage Portfolio Management Overland Park, Kansas	$9.59M	-$65.6K	2	0.94%	Reduced
298	DIA Davidson Investment Advisors Great Falls, Montana	$9.46M	+$2.84M	1	1.02%	Increased
299	Gotham Asset Management New York	$9.46M	-$1.42M	1	0.14%	Reduced
300	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$9.43M	-$268K	2	0.15%	Reduced