← 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
301	JIR James Investment Research Alpha, Ohio	$6.46M	+$6.18M	1	0.27%	New
302	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$6.34M	+$6.07M	1	0.11%	New
303	IMOV Investment Management of Virginia Richmond, Virginia	$6.34M	+$6.51M	1	1.39%	New
304	PC Pier Capital Stamford, Connecticut	$6.25M	+$6.15M	1	0.95%	New
305	BLM Bennett Lawrence Management New York	$6.23M	+$5.97M	1	1.19%	New
306	Aperio Group Sausalito, California	$6.16M	+$5.89M	2	0.15%	New
307	AA Apriem Advisors Irvine, California	$6.02M	+$5.77M	1	2.95%	New
308	LPL Financial San Diego, California	$5.99M	+$5.78M	4	0.04%	New
309	Clark Capital Management Group Philadelphia, Pennsylvania	$5.98M	+$5.73M	1	0.55%	New
310	BPBT Boston Private Bank & Trust Boston, Massachusetts	$5.93M	+$5.68M	2	0.35%	New
311	EULAV Asset Management Sarasota, Florida	$5.87M	+$5.62M	1	0.36%	New
312	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$5.86M	+$5.61M	1	0.55%	New
313	ProShare Advisors Bethesda, Maryland	$5.79M	+$5.59M	4	0.11%	New
314	BIC Bridges Investment Counsel Omaha, Nebraska	$5.78M	+$5.54M	1	1.49%	New
315	LMF LMR Master Fund Grand Cayman, Cayman Islands	$5.69M	+$5.45M	1	0.51%	New
316	Utah Retirement Systems Salt Lake City, Utah	$5.6M	+$5.36M	1	0.19%	New
317	BCMNY Buckingham Capital Management (New York) New York	$5.56M	+$5.33M	1	0.53%	New
318	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$5.54M	+$5.31M	1	2.82%	New
319	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.38M	+$5.14M	2	0.15%	New
320	MCM McKinley Capital Management Anchorage, Alaska	$5.37M	+$5.43M	2	0.27%	New
321	DIA Denver Investment Advisors Denver, Colorado	$5.31M	+$5.14M	2	0.12%	New
322	CAM Capstone Asset Management Houston, Texas	$5.26M	+$5.08M	3	0.14%	New
323	SAS Spectrum Advisory Services Atlanta, Georgia	$5.22M	+$5.01M	1	2.11%	New
324	DIA Davidson Investment Advisors Great Falls, Montana	$5.22M	+$5M	1	0.87%	New
325	Bridges Investment Management Omaha, Nebraska	$5.05M	+$4.84M	1	1.33%	New