← 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	WBC Westpac Banking Corp Sydney, Australia	$7.53M	-$1.42M	2	0.08%	Reduced
302	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.49M	-$1.23M	1	0.95%	Reduced
303	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.45M	+$73.1K	2	0.15%	Increased
304	HR Howe & Rusling Rochester, New York	$7.41M	+$1.02M	2	1.6%	Increased
305	Los Angeles Capital Management Los Angeles, California	$7.36M	-$51.7K	1	0.06%	Reduced
306	OA Oak Associates Akron, Ohio	$7.35M	-$9.21K	2	0.76%	Reduced
307	ACB Aristotle Capital Boston Boston, Massachusetts	$7.33M	+$303K	1	1.31%	Increased
308	Brandes Investment Partners La Jolla, California	$7.22M	-$2.11M	1	0.11%	Reduced
309	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.17M	-$375K	1	0.49%	Reduced
310	Point72 Asset Management Stamford, Connecticut	$7.08M	+$6.93M	1	0.05%	Increased
311	Mackenzie Financial Toronto Ontario, Ontario, Canada	$6.99M	+$101K	1	0.04%	Increased
312	DekaBank Deutsche Girozentrale Frankfurt, Germany	$6.97M	+$3.67M	3	0.08%	Increased
313	Intact Investment Management Montreal, Quebec, Canada	$6.76M	$0	1	0.26%	Maintained
314	PC Pier Capital Stamford, Connecticut	$6.75M	-$240K	1	1.2%	Reduced
315	GIA Gargoyle Investment Advisor Englewood, New Jersey	$6.69M	-$17.4K	2	2.53%	Reduced
316	EA Evanston Advisors Schaumburg, Illinois	$6.66M	+$204K	1	2.09%	Increased
317	HighTower Advisors Chicago, Illinois	$6.61M	+$859K	1	0.08%	Increased
318	SH SeaTown Holdings Singapore	$6.57M	+$6.47M	1	1.24%	New
319	Employees Retirement System of Texas Austin, Texas	$6.57M	-$769K	2	0.09%	Reduced
320	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.5M	+$624K	2	0.16%	Increased
321	SCA Secor Capital Advisors New York	$6.45M	+$3.44M	1	0.71%	Increased
322	ICRM Insight Capital Research & Management Walnut Creek, California	$6.42M	+$1.97M	2	2.86%	Increased
323	MLICM Metropolitan Life Insurance Company (MetLife) New York	$6.3M	+$2.47M	2	0.05%	Increased
324	Oregon Public Employees Retirement Fund Tigard, Oregon	$6.29M	+$136K	3	0.14%	Increased
325	Gotham Asset Management New York	$6.23M	-$1.91M	2	0.08%	Reduced