← 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	AC AFAM Capital Austin, Texas	$8.24M	-$151K	1	1.14%	Reduced
302	Mutual of America Capital Management New York	$8.06M	-$17K	2	0.14%	Reduced
303	Balyasny Asset Management Chicago, Illinois	$7.96M	-$14.9M	2	0.04%	Reduced
304	Andra AP-fonden Goteborg, Sweden	$7.93M	-$2.75M	2	0.19%	Reduced
305	Employees Retirement System of Texas Austin, Texas	$7.91M	$0	2	0.11%	Maintained
306	Oppenheimer Asset Management New York	$7.84M	+$7.32M	4	0.22%	New
307	EA Evanston Advisors Schaumburg, Illinois	$7.84M	+$304K	1	2.13%	Increased
308	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$7.75M	-$1.81M	2	0.04%	Reduced
309	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.72M	+$336K	3	0.15%	Increased
310	Susquehanna International Group Bala Cynwyd, Pennsylvania	$7.71M	-$2.21M	3	0%	Reduced
311	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.5M	-$51.6K	2	0.05%	Reduced
312	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$7.49M	+$4.11M	1	0.08%	Increased
313	PC Pier Capital Stamford, Connecticut	$7.41M	-$3.54K	1	1.27%	Reduced
314	ExxonMobil Investment Management Irving, Texas	$7.41M	-$333K	1	0.16%	Reduced
315	Commonwealth Equity Services Waltham, Massachusetts	$7.4M	+$479K	4	0.05%	Increased
316	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.28M	+$290K	2	0.17%	Increased
317	AA Apriem Advisors Irvine, California	$7.24M	+$194K	2	1.97%	Increased
318	FA FDx Advisors Chicago, Illinois	$7.2M	+$1.53M	3	0.22%	Increased
319	Eagle Asset Management St Petersburg, Florida	$7.19M	+$521K	1	0.05%	Increased
320	Xact Kapitalforvaltning Stockholm, Sweden	$7.19M	+$247K	2	0.22%	Increased
321	Cohen & Steers New York	$7.08M	-$1.87M	1	0.02%	Reduced
322	DAM Delta Asset Management Memphis, Tennessee	$7.08M	+$105K	1	1.11%	Increased
323	Gotham Asset Management New York	$7.05M	-$12.3M	2	0.09%	Reduced
324	Jupiter Investment Management London, United Kingdom	$7.03M	+$6.34M	1	0.1%	New
325	Capital International Inc Los Angeles, California	$6.93M	-$320K	1	0.84%	Reduced