← 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	EI EAM Investors Solana Beach, California	$5.46M	+$2.71M	2	0.71%	Increased
302	Artemis Investment Management Edinburgh, United Kingdom	$5.45M	-$1.4M	1	0.14%	Reduced
303	ExxonMobil Investment Management Irving, Texas	$5.4M	-$194K	1	0.13%	Reduced
304	Mutual of America Capital Management New York	$5.38M	-$962K	2	0.12%	Reduced
305	PIA Piedmont Investment Advisors Durham, North Carolina	$5.37M	+$49.4K	1	0.11%	Increased
306	FBP Flippin Bruce & Porter Lynchburg, Virginia	$5.34M	+$106K	1	1.81%	Increased
307	LNB Ledyard National Bank	$5.26M	-$860K	2	0.95%	Reduced
308	DIA Davidson Investment Advisors Great Falls, Montana	$5.14M	-$257K	1	0.85%	Reduced
309	OCG Opus Capital Group Cincinnati, Ohio	$5.11M	-$160K	1	0.86%	Reduced
310	DILH Dai-ichi Life Holdings Tokyo, Japan	$5.1M	-$178K	3	0.16%	Reduced
311	Wolverine Asset Management Chicago, Illinois	$5.02M	+$1.35M	2	0.11%	Increased
312	Suntrust Banks Atlanta, Georgia	$4.99M	+$212K	1	0.03%	Increased
313	VCM Vigilant Capital Management Portland, Maine	$4.94M	-$851K	1	1%	Reduced
314	GIA Gargoyle Investment Advisor Englewood, New Jersey	$4.91M	+$335K	2	2%	Increased
315	Livforsakringsbolaget Skandia Stockholm, Sweden	$4.9M	+$977K	2	0.23%	Increased
316	Intact Investment Management Montreal, Quebec, Canada	$4.86M	+$5.06M	1	0.22%	New
317	CMG Cavalry Management Group San Francisco, California	$4.77M	+$4.65M	1	8.73%	New
318	AA Apriem Advisors Irvine, California	$4.74M	+$107K	1	1.69%	Increased
319	DAM Delta Asset Management Memphis, Tennessee	$4.71M	+$127K	1	0.86%	Increased
320	Mitsubishi UFJ Asset Management Tokyo, Japan	$4.7M	+$220K	2	0.14%	Increased
321	Bridgeway Capital Management Houston, Texas	$4.67M	+$2.75M	2	0.09%	Increased
322	Bridgewater Associates Westport, Connecticut	$4.59M	-$3.07M	1	0.06%	Reduced
323	LBC Lowe Brockenbrough & Co Richmond, Virginia	$4.58M	-$522K	2	0.78%	Reduced
324	Truist Financial Charlotte, North Carolina	$4.51M	-$666K	1	0.12%	Reduced
325	Utah Retirement Systems Salt Lake City, Utah	$4.35M	+$5.42K	1	0.12%	Increased