← 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	MSA Mason Street Advisors Milwaukee, Wisconsin	$9M	-$31.2K	3	0.19%	Reduced
302	VHAM Van Hulzen Asset Management El Dorado Hills, California	$8.98M	+$237K	1	1.9%	Increased
303	Steward Partners Investment Advisory New York	$8.93M	+$420K	5	0.3%	Increased
304	British Columbia Investment Management Victoria, British Columbia, Canada	$8.93M	-$4.08M	2	0.09%	Reduced
305	DIA Davidson Investment Advisors Great Falls, Montana	$8.84M	+$28K	1	0.92%	Increased
306	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$8.77M	-$3.34M	1	0.06%	Reduced
307	DAM Delta Asset Management Memphis, Tennessee	$8.67M	+$99.1K	2	1.15%	Increased
308	Mirae Asset Global Investments Seoul, South Korea	$8.63M	-$654K	1	0.06%	Reduced
309	JIR James Investment Research Alpha, Ohio	$8.51M	-$548K	1	0.62%	Reduced
310	AI Atom Investors Austin, Texas	$8.46M	+$8.13M	1	0.58%	New
311	Oppenheimer Asset Management New York	$8.43M	+$66.1K	5	0.19%	Increased
312	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$8.35M	+$43.2K	1	0.89%	Increased
313	Advisor Group Phoenix, Arizona	$8.34M	+$56.1K	6	0.06%	Increased
314	AA Apriem Advisors Irvine, California	$8.26M	-$421K	1	1.83%	Reduced
315	MLICM Metropolitan Life Insurance Company (MetLife) New York	$8.17M	+$8.07K	4	0.14%	Increased
316	CA Cullinan Associates Louisville, Kentucky	$8.17M	+$471K	1	0.58%	Increased
317	Mitsubishi UFJ Asset Management Tokyo, Japan	$8.14M	+$222K	3	0.13%	Increased
318	Chartwell Investment Partners Berywn, Pennsylvania	$8.12M	-$24.4K	1	0.27%	Reduced
319	Fisher Asset Management Camas, Washington	$8.11M	-$32K	1	0.01%	Reduced
320	RCM Riverhead Capital Management Wilmington, Delaware	$8.06M	-$1.62M	3	0.3%	Reduced
321	Fifth Third Bancorp Cincinnati, Ohio	$8.03M	-$265K	3	0.05%	Reduced
322	Quantbot Technologies New York	$8.01M	+$7.24M	4	0.79%	Increased
323	FTI Fiduciary Trust International Lincoln, Massachusetts	$7.97M	-$1.62K	1	1.64%	Reduced
324	Conning Inc Hartford, Connecticut	$7.92M	+$113K	1	0.27%	Increased
325	Utah Retirement Systems Salt Lake City, Utah	$7.91M	-$1.25K	2	0.15%	Reduced