← 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	$12.6M	+$505K	1	0.23%	Increased
277	PIA Piedmont Investment Advisors Durham, North Carolina	$12.6M	-$2.43M	2	0.34%	Reduced
278	LPL Financial San Diego, California	$12.5M	-$263K	3	0.03%	Reduced
279	Nuveen Charlotte, North Carolina	$12.5M	+$4.35M	2	0.08%	Increased
280	SCP Sandhill Capital Partners Buffalo, New York	$12.4M	-$7.1M	1	2.03%	Reduced
281	Westfield Capital Management Boston, Massachusetts	$12.3M	-$7.46M	1	0.1%	Reduced
282	SCM Stevens Capital Management Radnor, Pennsylvania	$12.2M	-$7.28M	3	0.46%	Reduced
283	Los Angeles Capital Management Los Angeles, California	$12.1M	-$14M	3	0.07%	Reduced
284	HighTower Advisors Chicago, Illinois	$11.9M	-$423K	3	0.1%	Reduced
285	State of New Jersey Common Pension Fund D Trenton, New Jersey	$11.9M	-$3.01M	2	0.05%	Reduced
286	Squarepoint New York	$11.8M	-$20.1M	5	0.19%	Reduced
287	Oribel Capital Management New York	$11.7M	+$8.55M	1	2.19%	Increased
288	Assenagon Asset Management Senningerberg, Luxembourg	$11.7M	-$36.1M	3	0.15%	Reduced
289	Meyer Handelman Company Rye Brook, New York	$11.7M	-$1.6M	1	0.6%	Reduced
290	GGI Godsey & Gibb Inc Richmond, Virginia	$11.7M	+$12M	1	2.05%	New
291	PP PDT Partners New York	$11.5M	-$503K	2	0.39%	Reduced
292	JP Morgan Private Wealth Advisors San Francisco, California	$11.5M	+$1.99M	2	0.08%	Increased
293	William Blair Investment Management Chicago, Illinois	$11.5M	+$13M	1	0.04%	New
294	State of Tennessee, Department of Treasury Nashville, Tennessee	$11.3M	+$206K	2	0.06%	Increased
295	Fisher Asset Management Camas, Washington	$11.3M	-$1.12M	1	0.02%	Reduced
296	Bridges Investment Management Omaha, Nebraska	$11.2M	+$3.2M	1	0.52%	Increased
297	MC Martin Currie Edinburgh, United Kingdom	$11.2M	+$66.1K	1	0.77%	Increased
298	Xact Kapitalforvaltning Stockholm, Sweden	$11.1M	+$672K	4	0.25%	Increased
299	RHJA Rice Hall James & Associates San Diego, California	$11M	-$336K	1	0.43%	Reduced
300	CAM Cortina Asset Management Milwaukee, Wisconsin	$11M	-$5.23M	1	0.54%	Reduced