← 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	Mirae Asset Global Investments Seoul, South Korea	$10.9M	-$461K	2	0.14%	Reduced
302	FBP Flippin Bruce & Porter Lynchburg, Virginia	$10.8M	+$123K	1	2.33%	Increased
303	HBK Investments Dallas, Texas	$10.8M	+$7.05M	2	0.07%	Increased
304	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$10.8M	+$1.34M	2	0.06%	Increased
305	GH GAM Holding Zurich, Switzerland	$10.8M	-$1.86M	3	0.38%	Reduced
306	IA Icon Advisers Greenwood Village, Colorado	$10.7M	-$286K	1	0.81%	Reduced
307	HI Honeywell International Charlotte, North Carolina	$10.7M	-$9.45M	1	0.63%	Reduced
308	STB S&T Bank Indiana, Pennsylvania	$10.7M	-$3.09M	1	1.9%	Reduced
309	Ancora Advisors Cleveland, Ohio	$10.5M	+$972K	1	0.47%	Increased
310	Kornitzer Capital Management Shawnee Mission, Kansas	$10.5M	-$2.53M	1	0.18%	Reduced
311	Mutual of America Capital Management New York	$10.2M	+$121K	3	0.16%	Increased
312	TCM Twin Capital Management Mcmurray, Pennsylvania	$10M	+$575K	1	0.52%	Increased
313	GAI General American Investors New York	$9.92M	$0	1	0.94%	Maintained
314	Eagle Asset Management St Petersburg, Florida	$9.83M	-$11.4K	1	0.05%	Reduced
315	Jane Street New York	$9.82M	+$3.11M	3	0.03%	Increased
316	State of Alaska Department of Revenue Juneau, Alaska	$9.79M	+$2.2M	2	0.2%	Increased
317	EBIM Eagle Boston Investment Management Boston, Massachusetts	$9.66M	+$484K	1	0.96%	Increased
318	Moore Capital Management New York	$9.59M	+$9.85M	1	0.19%	New
319	Commonwealth Equity Services Waltham, Massachusetts	$9.52M	+$752K	5	0.05%	Increased
320	DIA Davidson Investment Advisors Great Falls, Montana	$9.39M	-$278K	1	1.01%	Reduced
321	BlueCrest Capital Management St Helier, Jersey	$9.33M	+$5.38M	5	0.29%	Increased
322	Envestnet Asset Management Chicago, Illinois	$9.33M	-$6.38M	4	0.03%	Reduced
323	UR USCA RIA Houston, Texas	$9.32M	+$836K	1	1.03%	Increased
324	AIM Assured Investment Management New York	$9.3M	+$5.68M	1	0.21%	Increased
325	Howard Capital Management Roswell, Georgia	$9.18M	+$1.3M	1	1.16%	Increased