← 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	$9.31M	+$520K	1	0.06%	Increased
302	Kovitz Investment Group Partners Chicago, Illinois	$9.14M	-$304K	1	0.29%	Reduced
303	JIR James Investment Research Alpha, Ohio	$9.09M	+$2.24M	1	0.66%	Increased
304	CHAM Clear Harbor Asset Management Stamford, Connecticut	$9.04M	-$223K	1	1.82%	Reduced
305	Assenagon Asset Management Senningerberg, Luxembourg	$8.96M	-$207K	1	0.07%	Reduced
306	AIM Assured Investment Management New York	$8.9M	-$17.1M	1	2.26%	Reduced
307	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$8.88M	-$1.34M	2	0.05%	Reduced
308	DIA Davidson Investment Advisors Great Falls, Montana	$8.82M	-$186K	1	0.92%	Reduced
309	PIA Piedmont Investment Advisors Durham, North Carolina	$8.76M	-$142K	2	0.35%	Reduced
310	VHAM Van Hulzen Asset Management El Dorado Hills, California	$8.75M	+$8.5M	1	1.91%	New
311	AA Apriem Advisors Irvine, California	$8.71M	+$157K	1	2.73%	Increased
312	RI Redwood Investments Boston, Massachusetts	$8.61M	-$7.07M	1	0.64%	Reduced
313	MSA Mason Street Advisors Milwaukee, Wisconsin	$8.61M	+$35.2K	3	0.18%	Increased
314	DAM Delta Asset Management Memphis, Tennessee	$8.58M	-$486	1	1.19%	Reduced
315	Steward Partners Investment Advisory New York	$8.5M	+$404K	5	0.31%	Increased
316	QIM Quantitative Investment Management Charlottesville, Virginia	$8.46M	+$6.84M	2	0.33%	Increased
317	Fifth Third Bancorp Cincinnati, Ohio	$8.3M	-$1.15M	3	0.05%	Reduced
318	Loews Corp New York	$8.16M	-$3.41M	3	0.06%	Reduced
319	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$8.13M	-$18.2K	1	0.88%	Reduced
320	Advisor Group Phoenix, Arizona	$8.13M	+$774K	6	0.06%	Increased
321	Susquehanna International Group Bala Cynwyd, Pennsylvania	$8.11M	+$7.1M	6	0%	Increased
322	Zurich Insurance Group Zurich, Switzerland	$8.05M	+$1.37M	1	0.16%	Increased
323	Nippon Life Global Investors Americas New York	$8.04M	+$1.95M	1	0.61%	Increased
324	FTI Fiduciary Trust International Lincoln, Massachusetts	$7.99M	+$7.76M	1	1.8%	New
325	Fisher Asset Management Camas, Washington	$7.98M	+$916K	1	0.01%	Increased