← 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	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$8.35M	+$3.6M	2	0.25%	Increased
302	KCA KR Capital Advisors New York	$8.31M	-$33.4K	1	1.89%	Reduced
303	HFS Haverford Financial Services Radnor, Pennsylvania	$8.29M	-$152K	1	3.64%	Reduced
304	Mutual of America Capital Management New York	$8.28M	-$280K	1	0.19%	Reduced
305	Perpetual Ltd Sydney, New South Wales, Australia	$8.25M	+$126K	1	0.73%	Increased
306	State of Tennessee, Department of Treasury Nashville, Tennessee	$8.16M	-$38.8K	3	0.05%	Reduced
307	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$8.04M	+$295K	1	0.67%	Increased
308	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$8.01M	-$919K	2	0.12%	Reduced
309	AHC Adams Hill Capital Westport, Connecticut	$7.72M	+$7.42M	1	4.14%	New
310	ZAM Zenit Asset Management Stockholm, Sweden	$7.71M	+$7.42M	1	0.88%	New
311	Livforsakringsbolaget Skandia Stockholm, Sweden	$7.63M	$0	2	0.27%	Maintained
312	Brown Advisory Baltimore, Maryland	$7.57M	-$646K	3	0.02%	Reduced
313	LSC Lesa Sroufe & Co Seattle, Washington	$7.5M	+$37.3K	1	3.8%	Increased
314	MC Martin Currie Edinburgh, United Kingdom	$7.36M	-$304K	1	0.64%	Reduced
315	FP Foundry Partners Minneapolis, Minnesota	$7.29M	+$7.02M	1	0.68%	New
316	RCM Riverhead Capital Management Wilmington, Delaware	$7.24M	-$1.55M	1	0.14%	Reduced
317	RR Robotti Robert	$7.2M	+$1.13M	1	2.82%	Increased
318	Advisors Capital Management Ridgewood, New Jersey	$7.17M	+$465K	2	0.97%	Increased
319	Bridges Investment Management Omaha, Nebraska	$7.13M	+$513K	1	1.36%	Increased
320	Capital Advisors Inc Tulsa, Oklahoma	$7.09M	-$254K	1	1.37%	Reduced
321	NCM Novare Capital Management Charlotte, North Carolina	$7.06M	+$306K	1	1.72%	Increased
322	QIM Quest Investment Management Lake Oswego, Oregon	$7.01M	-$375K	1	0.69%	Reduced
323	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$6.97M	+$447K	1	0.97%	Increased
324	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.91M	-$180K	2	1.1%	Reduced
325	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$6.79M	+$6.22M	1	0.76%	New