← 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	Utah Retirement Systems Salt Lake City, Utah	$5.79M	+$177K	1	0.15%	Increased
327	DIA Davidson Investment Advisors Great Falls, Montana	$5.77M	+$103K	1	0.86%	Increased
328	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$5.71M	+$212K	1	2.29%	Increased
329	LG Leuthold Group Minneapolis, Minnesota	$5.71M	+$39.6K	1	0.53%	Increased
330	CIS Connors Investor Services Wyomissing, Pennsylvania	$5.71M	+$346K	1	1.23%	Increased
331	BIC Bridges Investment Counsel Omaha, Nebraska	$5.65M	+$1.02K	1	1.29%	Increased
332	ProShare Advisors Bethesda, Maryland	$5.63M	-$689K	5	0.07%	Reduced
333	AF Ally Financial Detroit, Michigan	$5.57M	$0	1	0.58%	Maintained
334	Andra AP-fonden Goteborg, Sweden	$5.54M	-$941K	2	0.16%	Reduced
335	CF CNA Financial Chicago, Illinois	$5.51M	+$394K	2	1.28%	Increased
336	BlueCrest Capital Management St Helier, Jersey	$5.38M	-$1.57M	2	0.29%	Reduced
337	Commonwealth Equity Services Waltham, Massachusetts	$5.37M	+$201K	4	0.06%	Increased
338	NI Nepsis Inc Minneapolis, Minnesota	$5.37M	+$24.3K	1	3.24%	Increased
339	CCM Coe Capital Management Highland Park, Illinois	$5.35M	+$822K	1	2.16%	Increased
340	AIA Alerus Investment Advisors Wayzata, Minnesota	$5.34M	+$251K	1	0.89%	Increased
341	GC Gratry & Company Beachwood, Ohio	$5.32M	-$3.16M	1	2.87%	Reduced
342	CCM Cadence Capital Management Boston, Massachusetts	$5.31M	-$748K	1	0.32%	Reduced
343	Fred Alger Management New York	$5.3M	-$3.62M	1	0.02%	Reduced
344	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.3M	+$117K	2	0.12%	Increased
345	Robeco Institutional Asset Management Rotterdam, Netherlands	$5.24M	+$354K	1	0.04%	Increased
346	DekaBank Deutsche Girozentrale Frankfurt, Germany	$5.21M	-$787K	2	0.06%	Reduced
347	Cubist Systematic Strategies Stamford, Connecticut	$5.2M	+$559K	3	0.25%	Increased
348	CC Colrain Capital Boston, Massachusetts	$5.2M	-$1.33M	1	0.43%	Reduced
349	B BP London, United Kingdom	$5.16M	$0	1	0.16%	Maintained
350	D.A. Davidson & Co Great Falls, Montana	$5.15M	-$1.05M	2	0.17%	Reduced