← 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	Brown Advisory Baltimore, Maryland	$8M	-$17.6M	3	0.03%	Reduced
302	Perpetual Ltd Sydney, New South Wales, Australia	$7.9M	+$7.75M	1	1.16%	New
303	Mutual of America Capital Management New York	$7.86M	-$1M	1	0.19%	Reduced
304	NAM Nichols Asset Management Sudbury, Massachusetts	$7.83M	+$184K	1	1.76%	Increased
305	RR Robotti Robert	$7.82M	-$3.57M	1	2.98%	Reduced
306	Foresters Investment Management New York	$7.75M	+$29.4K	2	0.17%	Increased
307	Santa Barbara Asset Management Los Angeles, California	$7.66M	-$84.6M	1	0.16%	Reduced
308	BPBT Boston Private Bank & Trust Boston, Massachusetts	$7.62M	-$61.9K	2	0.39%	Reduced
309	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$7.53M	+$112K	1	0.65%	Increased
310	MC Martin Currie Edinburgh, United Kingdom	$7.47M	-$619K	1	0.69%	Reduced
311	QIM Quest Investment Management Lake Oswego, Oregon	$7.21M	-$340K	1	0.68%	Reduced
312	Capital Advisors Inc Tulsa, Oklahoma	$7.16M	-$386K	1	1.55%	Reduced
313	Analytic Investors Los Angeles, California	$7.16M	+$6.65M	1	0.11%	New
314	Livforsakringsbolaget Skandia Stockholm, Sweden	$7.13M	+$5.9M	2	0.27%	Increased
315	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.88M	-$111K	2	1.15%	Reduced
316	PA Para Advisors New York	$6.87M	+$6.74M	1	3.25%	New
317	AQR Capital Management Greenwich, Connecticut	$6.73M	-$44.7M	3	0.02%	Reduced
318	BIC Bridges Investment Counsel Omaha, Nebraska	$6.59M	-$74.8K	1	1.53%	Reduced
319	Driehaus Capital Management Chicago, Illinois	$6.58M	-$9.22M	2	0.21%	Reduced
320	Marshall Wace London, United Kingdom	$6.57M	+$5.98M	1	0.12%	New
321	NCM Novare Capital Management Charlotte, North Carolina	$6.56M	+$764K	1	1.75%	Increased
322	PIM Progressive Investment Management Lake Oswego, Oregon	$6.44M	+$980K	1	2.07%	Increased
323	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$6.42M	-$182K	1	0.71%	Reduced
324	Bridges Investment Management Omaha, Nebraska	$6.42M	+$201K	1	1.34%	Increased
325	PRC Platte River Capital Denver, Colorado	$6.41M	-$186K	1	0.87%	Reduced