← 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	AR Advisory Research Chicago, Illinois	$11.9M	+$156K	1	0.2%	Increased
277	Nisa Investment Advisors St. Louis, Missouri	$11.8M	-$159K	3	0.12%	Reduced
278	State of Michigan Retirement System Lansing, Michigan	$11.7M	-$575K	2	0.09%	Reduced
279	Mirae Asset Global Investments Seoul, South Korea	$11.4M	-$1.09M	2	0.15%	Reduced
280	State of Tennessee, Department of Treasury Nashville, Tennessee	$11.1M	-$3.04M	2	0.05%	Reduced
281	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$11.1M	-$5.23M	1	0.44%	Reduced
282	CAM ClariVest Asset Management San Diego, California	$11.1M	-$1.81M	3	0.19%	Reduced
283	HAM Hillcrest Asset Management Plano, Texas	$11M	+$1.61K	1	2%	Increased
284	MC Martin Currie Edinburgh, United Kingdom	$11M	+$4.9K	1	0.77%	Increased
285	ARTA A.R.T. Advisors New York	$10.8M	+$9.93M	3	0.48%	Increased
286	IA Icon Advisers Greenwood Village, Colorado	$10.7M	+$8.55M	2	0.74%	Increased
287	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.6M	-$122K	1	2.24%	Reduced
288	SAM Steinberg Asset Management New York	$10.5M	-$2.98M	1	4.44%	Reduced
289	Xact Kapitalforvaltning Stockholm, Sweden	$10.5M	+$841K	4	0.25%	Increased
290	JP Morgan Private Wealth Advisors San Francisco, California	$10.3M	-$8.01M	2	0.07%	Reduced
291	UBS O'Connor Chicago, Illinois	$10.2M	-$18.1M	1	0.18%	Reduced
292	MCIM Meadow Creek Investment Management Atlanta, Georgia	$10.1M	+$2.01M	3	0.22%	Increased
293	Hermes Investment Management London Uk, United Kingdom	$10.1M	+$9.96M	1	0.15%	New
294	MCM McRae Capital Management Morristown, New Jersey	$10.1M	-$64.1K	1	4.26%	Reduced
295	CA Claar Advisors New York	$9.99M	+$9.97M	1	2.52%	New
296	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$9.99M	-$3.78M	1	0.01%	Reduced
297	Mutual of America Capital Management New York	$9.96M	+$884K	3	0.15%	Increased
298	GAI General American Investors New York	$9.81M	-$5.05M	1	0.95%	Reduced
299	EBIM Eagle Boston Investment Management Boston, Massachusetts	$9.72M	-$3.76M	1	0.97%	Reduced
300	Eagle Asset Management St Petersburg, Florida	$9.57M	+$153K	1	0.05%	Increased