← 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	Capital Advisors Inc Tulsa, Oklahoma	$7.65M	-$380K	1	1.68%	Reduced
302	RCM Riverhead Capital Management Wilmington, Delaware	$7.65M	+$5.55M	1	0.2%	Increased
303	LHC Lodge Hill Capital New York	$7.61M	+$7.11M	1	2.68%	New
304	Tudor Investment Corp Stamford, Connecticut	$7.57M	-$3.64M	3	0.37%	Reduced
305	Oppenheimer & Co New York	$7.55M	+$1.97M	2	0.24%	Increased
306	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$7.51M	-$9.68K	1	0.67%	Reduced
307	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.49M	-$1.69M	2	0.21%	Reduced
308	Foresters Investment Management New York	$7.39M	+$4.78M	2	0.16%	Increased
309	PP Palladium Partners Norfolk, Virginia	$7.35M	-$6.24M	1	0.7%	Reduced
310	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$7.33M	-$45K	2	0.12%	Reduced
311	Clark Capital Management Group Philadelphia, Pennsylvania	$7.31M	-$91.4K	1	0.61%	Reduced
312	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$7.12M	-$1.55M	1	0.06%	Reduced
313	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.06M	-$406K	2	1.17%	Reduced
314	OI Oakbrook Investments Lisle, Illinois	$7.06M	+$6.6M	1	0.2%	New
315	ECM Empire Capital Management Westport, Connecticut	$6.93M	+$6.39M	1	0.95%	New
316	NAM Nichols Asset Management Sudbury, Massachusetts	$6.82M	+$6.29M	1	1.42%	New
317	BIC Bridges Investment Counsel Omaha, Nebraska	$6.75M	+$157K	1	1.55%	Increased
318	Fuller & Thaler Asset Management San Mateo, California	$6.72M	+$6.3M	1	0.37%	New
319	PRC Platte River Capital Denver, Colorado	$6.69M	-$882K	1	0.86%	Reduced
320	KRC Kingdom Ridge Capital White Plains, New York	$6.63M	+$6.39K	1	2.02%	Increased
321	Fidelity International Hamilton, Bermuda	$6.54M	-$10.5M	1	0.03%	Reduced
322	LPL Financial San Diego, California	$6.53M	+$414K	3	0.04%	Increased
323	Utah Retirement Systems Salt Lake City, Utah	$6.42M	$0	1	0.19%	Maintained
324	PWPCM Perella Weinberg Partners Capital Management New York	$6.4M	-$420K	1	0.79%	Reduced
325	AA Apriem Advisors Irvine, California	$6.39M	-$72.2K	1	2.5%	Reduced