← 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	Kovitz Investment Group Partners Chicago, Illinois	$7.74M	+$8.43M	1	0.31%	New
302	Manning & Napier Group Fairport, New York	$7.65M	+$859K	1	0.09%	Increased
303	CHAM Clear Harbor Asset Management Stamford, Connecticut	$7.6M	-$353K	1	1.75%	Reduced
304	Eagle Asset Management St Petersburg, Florida	$7.58M	-$16.8K	1	0.05%	Reduced
305	Los Angeles Capital Management Los Angeles, California	$7.5M	-$4.99M	3	0.05%	Reduced
306	Synovus Financial Columbus, Georgia	$7.45M	-$370K	2	0.13%	Reduced
307	TPM Totem Point Management New York	$7.33M	+$7.55M	1	5.5%	New
308	GHCM Glen Harbor Capital Management San Diego, California	$7.3M	+$5.56M	3	0.18%	Increased
309	VanEck Associates New York	$7.28M	+$399K	1	0.04%	Increased
310	JIR James Investment Research Alpha, Ohio	$7.16M	-$1.81M	2	0.45%	Reduced
311	DAM Delta Asset Management Memphis, Tennessee	$7.16M	-$197K	1	1.11%	Reduced
312	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.08M	+$84.2K	3	0.17%	Increased
313	AEGON Asset Management (UK) Edinburgh, United Kingdom	$7.07M	$0	1	0.23%	Maintained
314	Mirae Asset Global Investments Seoul, South Korea	$6.88M	-$1.93M	1	0.06%	Reduced
315	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$6.87M	+$7.48M	1	0.25%	New
316	AA Apriem Advisors Irvine, California	$6.76M	+$282K	1	2.38%	Increased
317	Conning Inc Hartford, Connecticut	$6.76M	+$148K	1	0.23%	Increased
318	MIP Marietta Investment Partners Milwaukee, Wisconsin	$6.71M	-$345K	1	2.56%	Reduced
319	MLICM Metropolitan Life Insurance Company (MetLife) New York	$6.5M	-$55.2K	4	0.13%	Reduced
320	PP Prospector Partners Guilford, Connecticut	$6.5M	+$651K	1	1.01%	Increased
321	Utah Retirement Systems Salt Lake City, Utah	$6.47M	+$7.48K	2	0.15%	Increased
322	CAM Cortina Asset Management Milwaukee, Wisconsin	$6.47M	+$2.31M	1	0.4%	Increased
323	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.4M	-$15.3K	2	1.05%	Reduced
324	HL Financial Services Louisville, Kentucky	$6.39M	-$2.26K	2	0.11%	Reduced
325	Steward Partners Investment Advisory New York	$6.36M	+$421K	1	0.31%	Increased