← 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	Xact Kapitalforvaltning Stockholm, Sweden	$9.36M	+$88K	2	0.27%	Increased
302	Oppenheimer Asset Management New York	$9.23M	-$215K	4	0.24%	Reduced
303	Mutual of America Capital Management New York	$9.13M	+$644K	2	0.15%	Increased
304	Jefferies Group New York	$9.03M	+$7.5M	2	0.06%	Increased
305	Eagle Asset Management St Petersburg, Florida	$9M	+$390K	1	0.05%	Increased
306	TCM Twin Capital Management Mcmurray, Pennsylvania	$8.92M	-$205K	1	0.47%	Reduced
307	Axiom Investors Greenwich, Connecticut	$8.75M	+$1M	1	0.2%	Increased
308	VanEck Associates New York	$8.72M	+$555K	1	0.04%	Increased
309	AC AFAM Capital Austin, Texas	$8.66M	+$175K	1	1.05%	Increased
310	O'Shaughnessy Asset Management Stamford, Connecticut	$8.57M	-$3.72M	3	0.2%	Reduced
311	Achmea Investment Management Zeist, Netherlands	$8.51M	+$126K	2	0.48%	Increased
312	AC Ascend Capital Orinda, California	$8.42M	+$8.28M	1	0.32%	New
313	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$8.35M	-$106K	1	0.16%	Reduced
314	OA Oak Associates Akron, Ohio	$8.25M	-$1.76M	2	0.61%	Reduced
315	LG Leuthold Group Minneapolis, Minnesota	$8.22M	-$177K	1	0.83%	Reduced
316	EA Evanston Advisors Schaumburg, Illinois	$8.18M	+$84.4K	1	1.97%	Increased
317	Artemis Investment Management Edinburgh, United Kingdom	$8.1M	+$2.42M	1	0.17%	Increased
318	Ancora Advisors Cleveland, Ohio	$8.06M	+$1.59M	1	0.47%	Increased
319	Commonwealth Equity Services Waltham, Massachusetts	$7.99M	+$316K	4	0.05%	Increased
320	UR USCA RIA Houston, Texas	$7.98M	$0	1	1.03%	Maintained
321	Bridges Investment Management Omaha, Nebraska	$7.97M	+$2.65M	1	0.75%	Increased
322	MCIM Meadow Creek Investment Management Atlanta, Georgia	$7.92M	+$1.49M	3	0.18%	Increased
323	DAM Delta Asset Management Memphis, Tennessee	$7.76M	+$344K	2	1.17%	Increased
324	Curi RMB Capital Chicago, Illinois	$7.75M	+$971K	1	0.2%	Increased
325	Conning Inc Hartford, Connecticut	$7.7M	+$2.69M	1	0.26%	Increased