← 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	LG Leuthold Group Minneapolis, Minnesota	$7.7M	-$692K	1	0.86%	Reduced
302	HAM Hillcrest Asset Management Plano, Texas	$7.64M	+$7.15M	1	1.5%	New
303	AC AFAM Capital Austin, Texas	$7.6M	-$148K	1	1.15%	Reduced
304	OA Oak Associates Akron, Ohio	$7.54M	+$4.25K	2	0.74%	Increased
305	Brandes Investment Partners La Jolla, California	$7.47M	-$147K	1	0.11%	Reduced
306	Caxton Associates (New York) New York	$7.38M	+$7.22M	1	0.33%	New
307	Robeco Schweiz Zurich, Switzerland	$7.34M	-$8M	2	0.67%	Reduced
308	Carson Wealth (CWM LLC) Omaha, Nebraska	$7.32M	+$2.31K	2	0.45%	Increased
309	HR Howe & Rusling Rochester, New York	$7.32M	-$238K	2	1.61%	Reduced
310	Mutual of America Capital Management New York	$7.18M	-$740K	2	0.14%	Reduced
311	AAM AO Asset Management New York	$7.11M	-$3.03M	1	2.37%	Reduced
312	LCM Lucha Capital Management San Francisco, California	$7.09M	+$7M	1	4.95%	New
313	SCM Stevens Capital Management Radnor, Pennsylvania	$7.09M	-$11.6M	2	0.29%	Reduced
314	Martingale Asset Management Boston, Massachusetts	$7.04M	-$3.36M	2	0.1%	Reduced
315	ExxonMobil Investment Management Irving, Texas	$7.01M	-$758K	1	0.16%	Reduced
316	Employees Retirement System of Texas Austin, Texas	$6.87M	$0	2	0.09%	Maintained
317	HighTower Advisors Chicago, Illinois	$6.86M	+$151K	1	0.07%	Increased
318	OCG Opus Capital Group Cincinnati, Ohio	$6.86M	+$1.96M	1	1.01%	Increased
319	EA Evanston Advisors Schaumburg, Illinois	$6.81M	+$3.94K	1	2.09%	Increased
320	EA Edge Advisors Atlanta, Georgia	$6.76M	+$6.62M	1	0.87%	New
321	Intact Investment Management Montreal, Quebec, Canada	$6.69M	-$210K	1	0.25%	Reduced
322	PC Pier Capital Stamford, Connecticut	$6.59M	-$271K	1	1.19%	Reduced
323	Capital International Inc Los Angeles, California	$6.58M	+$997K	1	0.82%	Increased
324	GIA Gargoyle Investment Advisor Englewood, New Jersey	$6.57M	-$400K	2	2.56%	Reduced
325	MLICM Metropolitan Life Insurance Company (MetLife) New York	$6.55M	-$54.6K	2	0.05%	Reduced