← 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	DA Denali Advisors San Diego, California	$9.21M	-$4.22M	1	1.54%	Reduced
277	SCM Stevens Capital Management Radnor, Pennsylvania	$9.15M	-$8.51M	2	0.47%	Reduced
278	LIC Lodestar Investment Counsel Chicago, Illinois	$9.13M	+$763K	1	1.11%	Increased
279	State of New Jersey Common Pension Fund D Trenton, New Jersey	$9.03M	+$90.5K	2	0.04%	Increased
280	QI Quilter Investors London, United Kingdom	$8.96M	+$9.76M	1	6.05%	New
281	Loews Corp New York	$8.91M	+$7.8M	2	0.07%	Increased
282	Tocqueville Asset Management New York	$8.86M	+$3.69M	2	0.13%	Increased
283	PIA Piedmont Investment Advisors Durham, North Carolina	$8.82M	+$374K	3	0.42%	Increased
284	Freestone Capital Holdings Seattle, Washington	$8.61M	+$239K	1	0.58%	Increased
285	BNP Paribas Asset Management Paris, France	$8.55M	-$411K	2	0.08%	Reduced
286	EP Elkfork Partners Portland, Oregon	$8.52M	+$6.96M	3	0.24%	Increased
287	Gulf International Bank (UK) London, United Kingdom	$8.35M	-$4.04M	2	0.17%	Reduced
288	DA Duality Advisers Miami, Florida	$8.31M	+$9.05M	1	0.48%	New
289	Xact Kapitalforvaltning Stockholm, Sweden	$8.21M	-$945K	4	0.21%	Reduced
290	FCI Financial Counselors Inc Overland Park, Kansas	$8.16M	-$127K	1	0.4%	Reduced
291	Sterling Capital Management Charlotte, North Carolina	$8.14M	-$2.73M	1	0.09%	Reduced
292	SG Americas Securities New York	$8.12M	-$37.3M	4	0.07%	Reduced
293	Segall Bryant & Hamill Chicago, Illinois	$8.1M	+$7.19M	3	0.14%	Increased
294	TCM Twin Capital Management Mcmurray, Pennsylvania	$8.08M	-$120K	1	0.46%	Reduced
295	MAI Capital Management Independence, Ohio	$8.05M	+$210K	3	0.47%	Increased
296	SAM Scopus Asset Management New York	$7.99M	-$16.5M	1	0.52%	Reduced
297	Crawford Investment Counsel Atlanta, Georgia	$7.83M	+$8.53M	1	0.27%	New
298	South Dakota Investment Council Sioux Falls, South Dakota	$7.81M	-$2.45M	1	0.2%	Reduced
299	Susquehanna International Group Bala Cynwyd, Pennsylvania	$7.79M	-$8.81M	3	0%	Reduced
300	DIA Davidson Investment Advisors Great Falls, Montana	$7.75M	-$101K	1	0.9%	Reduced