← 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
326	GLG Inc New York	$5.95M	+$5.54M	2	0.12%	Increased
327	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$5.89M	+$97.1K	1	2.81%	Increased
328	MC Martin Currie Edinburgh, United Kingdom	$5.87M	+$5.72M	1	0.63%	New
329	PP PDT Partners New York	$5.86M	+$287K	4	0.16%	Increased
330	AA Apriem Advisors Irvine, California	$5.85M	-$436K	1	2.54%	Reduced
331	Pzena Investment Management New York	$5.82M	+$5.6M	1	0.04%	New
332	Utah Retirement Systems Salt Lake City, Utah	$5.81M	-$47K	1	0.19%	Reduced
333	KRC Kingdom Ridge Capital White Plains, New York	$5.79M	+$33.7K	1	2.1%	Increased
334	JIR James Investment Research Alpha, Ohio	$5.77M	-$957K	1	0.22%	Reduced
335	LSC Lesa Sroufe & Co Seattle, Washington	$5.71M	+$36K	1	3.31%	Increased
336	Zurich Cantonal Bank Zurich, Switzerland	$5.68M	+$3.47M	3	0.2%	Increased
337	LPL Financial San Diego, California	$5.62M	-$664K	3	0.04%	Reduced
338	DIA Davidson Investment Advisors Great Falls, Montana	$5.52M	+$58K	1	0.89%	Increased
339	Nomura Asset Management Tokyo, Japan	$5.52M	-$3.03M	2	0.1%	Reduced
340	SRC Shufro Rose & Co New York	$5.52M	-$67.1K	1	0.63%	Reduced
341	LG Leuthold Group Minneapolis, Minnesota	$5.45M	+$4.08M	2	0.5%	Increased
342	Bridges Investment Management Omaha, Nebraska	$5.45M	+$161K	1	1.35%	Increased
343	Barclays London, United Kingdom	$5.41M	-$23.2M	3	0.01%	Reduced
344	SAS Spectrum Advisory Services Atlanta, Georgia	$5.31M	-$148K	1	2.05%	Reduced
345	Andra AP-fonden Goteborg, Sweden	$5.31M	-$2.03M	2	0.14%	Reduced
346	Whale Rock Capital Management Boston, Massachusetts	$5.23M	+$4.85M	1	0.91%	New
347	SCM Stevens Capital Management Radnor, Pennsylvania	$5.21M	+$4.66M	3	0.15%	Increased
348	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$5.09M	+$3.41M	1	0.01%	Increased
349	SIA SeaBridge Investment Advisors Summit, New Jersey	$5.05M	+$2.35M	1	1.23%	Increased
350	EP Wealth Advisors Torrance, California	$5.04M	+$242K	1	1.58%	Increased