← 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	Fisher Asset Management Camas, Washington	$17.3M	+$412K	2	0.01%	Increased
277	PM Pembroke Management Montreal, Quebec, Canada	$17.1M	-$1.63M	1	1.34%	Reduced
278	Steward Partners Investment Advisory New York	$17M	-$1.83M	6	0.29%	Reduced
279	Mercer Global Advisors Denver, Colorado	$17M	-$2.32M	3	0.13%	Reduced
280	Vontobel Holding Zurich, Switzerland	$17M	-$178K	4	0.15%	Reduced
281	Squarepoint New York	$16.8M	-$10.3M	6	0.06%	Reduced
282	Oppenheimer Asset Management New York	$16.5M	+$1.82M	4	0.23%	Increased
283	Sit Investment Associates Minneapolis, Minnesota	$16.4M	+$2.37M	3	0.41%	Increased
284	Klingenstein Fields & Co New York	$16.4M	+$15.9M	1	0.68%	New
285	GGHC Gilder Gagnon Howe & Co New York	$16.4M	-$54.5K	1	0.08%	Reduced
286	CHAM Clear Harbor Asset Management Stamford, Connecticut	$16.1M	-$311K	2	1.95%	Reduced
287	Brinker Capital Investments Berwyn, Pennsylvania	$15.8M	-$18.5K	4	0.21%	Reduced
288	TPSF Texas Permanent School Fund Austin, Texas	$15.7M	-$43.5K	3	0.18%	Reduced
289	ProShare Advisors Bethesda, Maryland	$15.4M	+$1.42M	4	0.05%	Increased
290	ZCM Ziegler Capital Management Chicago, Illinois	$15.4M	-$1.18M	1	0.52%	Reduced
291	Public Employees Retirement Association of Colorado Denver, Colorado	$15.3M	-$29.5K	5	0.07%	Reduced
292	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$15.1M	+$216K	2	0.61%	Increased
293	PWA Pinnacle Wealth Advisors Nashville, Tennessee	$15.1M	+$14.7M	2	0.61%	New
294	CIA CCM Investment Advisers Columbia, South Carolina	$15M	-$3.89K	1	1.93%	Reduced
295	Cubist Systematic Strategies Stamford, Connecticut	$14.8M	-$8.38M	5	0.17%	Reduced
296	LBC Lowe Brockenbrough & Co Richmond, Virginia	$14.6M	+$281K	2	1.31%	Increased
297	DIA Davidson Investment Advisors Great Falls, Montana	$14.5M	-$94.3K	1	1.16%	Reduced
298	Utah Retirement Systems Salt Lake City, Utah	$14.4M	-$38.2K	2	0.19%	Reduced
299	Bragg Financial Advisors Charlotte, North Carolina	$14.4M	-$78.4K	1	0.92%	Reduced
300	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$14.2M	+$10.7M	2	0.02%	Increased