← 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	Thrivent Financial for Lutherans Minneapolis, Minnesota	$5.86M	-$3.91M	3	0.03%	Reduced
327	Eaton Vance Management Boston, Massachusetts	$5.85M	-$88.8M	3	0.02%	Reduced
328	Capital Advisors Inc Tulsa, Oklahoma	$5.83M	+$11.8K	1	1.19%	Increased
329	QIM Quest Investment Management Lake Oswego, Oregon	$5.83M	+$33.4K	2	0.61%	Increased
330	SEI Trust Company Oaks, Pennsylvania	$5.67M	-$10.9M	3	0.05%	Reduced
331	Brown Advisory Baltimore, Maryland	$5.66M	-$644K	3	0.02%	Reduced
332	PCM Palouse Capital Management Spokane, Washington	$5.6M	+$2.28M	1	2.14%	Increased
333	TCM Tygh Capital Management Portland, Oregon	$5.6M	+$803K	1	1.23%	Increased
334	LG Leuthold Group Minneapolis, Minnesota	$5.6M	-$358K	1	0.5%	Reduced
335	RR Robotti Robert	$5.56M	-$1.45M	1	2.75%	Reduced
336	Parallax Volatility Advisers San Francisco, California	$5.55M	+$5M	2	0.02%	Increased
337	AA Apriem Advisors Irvine, California	$5.49M	+$458K	1	2.1%	Increased
338	PIM Progressive Investment Management Lake Oswego, Oregon	$5.47M	$0	1	1.9%	Maintained
339	AL Airain Ltd St. Peter Port, Guernsey	$5.45M	+$5.05M	2	0.37%	Increased
340	JP Morgan Private Wealth Advisors San Francisco, California	$5.41M	+$1.85M	2	0.07%	Increased
341	CCM Cadence Capital Management Boston, Massachusetts	$5.41M	+$951K	1	0.29%	Increased
342	BIC Bridges Investment Counsel Omaha, Nebraska	$5.38M	+$47.6K	1	1.24%	Increased
343	SRC Shufro Rose & Co New York	$5.35M	-$25.7K	1	0.56%	Reduced
344	EA Ecofin Advisors London, United Kingdom	$5.28M	+$2.88M	1	0.94%	Increased
345	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$5.28M	+$445K	1	0.04%	Increased
346	SG Americas Securities New York	$5.26M	-$2.12M	2	0.03%	Reduced
347	DIA Davidson Investment Advisors Great Falls, Montana	$5.26M	+$490K	1	0.82%	Increased
348	MTB Mizuho Trust & Banking Tokyo, Japan	$5.23M	-$892K	1	0.02%	Reduced
349	Utah Retirement Systems Salt Lake City, Utah	$5.23M	-$14.2K	1	0.15%	Reduced
350	KBC Group Brussels, Belgium	$5.21M	-$9.77M	4	0.18%	Reduced