← 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	BDAM Blue Door Asset Management Stamford, Connecticut	$21.2M	+$1.02M	1	7.32%	Increased
302	ProShare Advisors Bethesda, Maryland	$21.2M	+$916K	4	0.06%	Increased
303	Kestra Advisory Services Austin, Texas	$21.2M	+$1.67M	4	0.21%	Increased
304	Assenagon Asset Management Senningerberg, Luxembourg	$21.1M	+$15.1M	3	0.07%	Increased
305	Saturna Capital Bellingham, Washington	$20.7M	+$7.32M	2	0.36%	Increased
306	VHAM Van Hulzen Asset Management El Dorado Hills, California	$20.4M	-$3.48M	1	1.74%	Reduced
307	New York Life Investment Management New York	$20.4M	+$362K	4	0.21%	Increased
308	ACM Analog Century Management New York	$20.1M	-$186K	1	5.59%	Reduced
309	Walleye Capital New York	$19.6M	-$19.3M	2	0.07%	Reduced
310	Jefferies Financial Group New York	$19.5M	+$7.42M	2	0.18%	Increased
311	NIP Nicholas Investment Partners Rancho Santa Fe, California	$19.5M	-$1.8M	1	1.33%	Reduced
312	TCM Tributary Capital Management Omaha, Nebraska	$19.4M	-$260K	1	1.74%	Reduced
313	Utah Retirement Systems Salt Lake City, Utah	$19.4M	-$701K	3	0.27%	Reduced
314	SCM Sandler Capital Management New York	$19.3M	+$8.51M	1	1.59%	Increased
315	Atalanta Sosnoff Capital New York	$19.2M	+$16.8M	1	0.52%	New
316	TIAA FSB Jacksonville, Florida	$19.1M	-$1.99M	1	0.07%	Reduced
317	KHCM Kettle Hill Capital Management New York	$19.1M	+$16.3M	1	3.78%	New
318	CIA CCM Investment Advisers Columbia, South Carolina	$19M	+$87.8K	1	2.56%	Increased
319	TD Waterhouse Canada Toronto, Ontario, Canada	$18.9M	+$3.82M	5	0.19%	Increased
320	Yousif Capital Management Bloomfield Hills, Michigan	$18.8M	-$125K	4	0.23%	Reduced
321	British Columbia Investment Management Victoria, British Columbia, Canada	$18.5M	-$2.14M	3	0.17%	Reduced
322	Sit Investment Associates Minneapolis, Minnesota	$18.4M	-$890K	3	0.48%	Reduced
323	DP DDD Partners Bellevue, Washington	$18.4M	-$3.08M	1	2.55%	Reduced
324	LBC Lowe Brockenbrough & Co Richmond, Virginia	$18.3M	+$101K	2	1.38%	Increased
325	Bragg Financial Advisors Charlotte, North Carolina	$18.2M	-$2.46K	1	1%	Reduced