← 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	Mackenzie Financial Toronto Ontario, Ontario, Canada	$6.53M	-$2.33M	2	0.03%	Reduced
302	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$6.48M	+$1.21M	1	0.88%	Increased
303	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$6.41M	-$220K	1	0.54%	Reduced
304	AC Ascend Capital Orinda, California	$6.39M	+$7.15M	1	0.19%	New
305	NCM Novare Capital Management Charlotte, North Carolina	$6.35M	+$623K	1	1.55%	Increased
306	GIPM G2 Investment Partners Management New York	$6.33M	+$2.87M	1	2.13%	Increased
307	Mutual of America Capital Management New York	$6.3M	-$2.32M	1	0.15%	Reduced
308	LCM LG Capital Management Owings Mills, Maryland	$6.27M	+$6.14M	1	1.94%	New
309	OAM Oxford Asset Management Oxford, United Kingdom	$6.24M	-$3.15M	2	0.14%	Reduced
310	Placemark Investments Chicago, Illinois	$6.22M	+$917K	2	0.12%	Increased
311	Gotham Asset Management New York	$6.19M	+$3.46M	3	0.06%	Increased
312	Foresters Investment Management New York	$6.14M	+$5.52K	2	0.13%	Increased
313	DM Delphi Management Brookline, Massachusetts	$6.13M	-$1.88M	1	0.87%	Reduced
314	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.09M	+$442K	2	0.97%	Increased
315	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$6.04M	+$6.76M	1	0.37%	New
316	SFM Systematic Financial Management Teaneck, New Jersey	$6.04M	-$8.21M	2	0.04%	Reduced
317	MC Martin Currie Edinburgh, United Kingdom	$6M	-$49.6K	1	0.52%	Reduced
318	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.96M	-$610K	2	0.22%	Reduced
319	DekaBank Deutsche Girozentrale Frankfurt, Germany	$5.95M	-$4.06M	2	0.08%	Reduced
320	Bridges Investment Management Omaha, Nebraska	$5.95M	+$113K	1	1.12%	Increased
321	VCM Vigilant Capital Management Portland, Maine	$5.95M	+$445K	1	1.29%	Increased
322	ProShare Advisors Bethesda, Maryland	$5.95M	-$1.32M	5	0.08%	Reduced
323	Zurich Cantonal Bank Zurich, Switzerland	$5.95M	+$2.83M	4	0.19%	Increased
324	ICRM Insight Capital Research & Management Walnut Creek, California	$5.91M	+$5.9M	1	1.54%	New
325	DILH Dai-ichi Life Holdings Tokyo, Japan	$5.89M	+$2.15M	3	0.18%	Increased