← 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	PM Pembroke Management Montreal, Quebec, Canada	$8.95M	+$8.84M	1	0.8%	New
302	Nordea Investment Management Stockholm, Sweden	$8.89M	-$803K	2	0.02%	Reduced
303	Gotham Asset Management New York	$8.84M	+$2.87M	1	0.12%	Increased
304	Oribel Capital Management New York	$8.8M	+$8.86M	1	2.3%	New
305	Oregon Public Employees Retirement Fund Tigard, Oregon	$8.63M	+$763K	3	0.15%	Increased
306	AC AFAM Capital Austin, Texas	$8.59M	-$56.3K	1	1.1%	Reduced
307	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$8.57M	-$516K	1	0.17%	Reduced
308	Achmea Investment Management Zeist, Netherlands	$8.43M	-$2.42M	2	0.51%	Reduced
309	AR Advisory Research Chicago, Illinois	$8.28M	+$3.07M	1	0.13%	Increased
310	LG Leuthold Group Minneapolis, Minnesota	$8.27M	-$286K	1	0.89%	Reduced
311	VanEck Associates New York	$8.26M	+$1.1M	1	0.05%	Increased
312	JCM Jag Capital Management St Louis, Missouri	$8.23M	-$3.76M	1	1.65%	Reduced
313	Oppenheimer Asset Management New York	$8.21M	+$433K	4	0.23%	Increased
314	EA Evanston Advisors Schaumburg, Illinois	$8.21M	-$23.5K	1	2.02%	Reduced
315	HBK Investments Dallas, Texas	$8.2M	+$8.71M	2	0.05%	New
316	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$8.01M	-$37.8K	2	0.04%	Reduced
317	UR USCA RIA Houston, Texas	$7.98M	+$2.35M	1	1.02%	Increased
318	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.96M	-$1.56M	1	0.86%	Reduced
319	Zurich Insurance Group Zurich, Switzerland	$7.83M	+$7.7M	2	0.22%	New
320	Meag Munich Ergo Munich, Germany	$7.83M	-$3.6M	1	0.35%	Reduced
321	CCI Columbus Circle Investors	$7.82M	-$4.87M	1	0.13%	Reduced
322	Manning & Napier Advisors Fairport, New York	$7.8M	+$2.58M	1	0.07%	Increased
323	NCGI Next Century Growth Investors Plymouth, Minnesota	$7.74M	-$3M	1	0.74%	Reduced
324	Eagle Asset Management St Petersburg, Florida	$7.69M	+$165K	1	0.05%	Increased
325	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.69M	+$36.1K	2	0.05%	Increased