← 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	$5.61M	-$141K	1	0.15%	Reduced
327	GC Gratry & Company Beachwood, Ohio	$5.61M	+$333K	1	2.93%	Increased
328	TCM Tygh Capital Management Portland, Oregon	$5.6M	+$7.62K	1	1%	Increased
329	Commonwealth Equity Services Waltham, Massachusetts	$5.58M	+$298K	4	0.06%	Increased
330	DIA Davidson Investment Advisors Great Falls, Montana	$5.55M	-$188K	1	0.83%	Reduced
331	BIC Bridges Investment Counsel Omaha, Nebraska	$5.5M	-$108K	1	1.3%	Reduced
332	Mitsubishi UFJ Asset Management Tokyo, Japan	$5.49M	-$569K	2	0.17%	Reduced
333	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.42M	+$183K	2	0.13%	Increased
334	Oppenheimer & Co New York	$5.38M	+$1.03M	2	0.15%	Increased
335	AIA Alerus Investment Advisors Wayzata, Minnesota	$5.34M	-$7.41K	1	0.89%	Reduced
336	LG Leuthold Group Minneapolis, Minnesota	$5.32M	+$240K	1	0.5%	Increased
337	LPL Financial San Diego, California	$5.2M	-$1.89M	3	0.03%	Reduced
338	CC Colrain Capital Boston, Massachusetts	$5.15M	-$14.1K	1	0.45%	Reduced
339	B BP London, United Kingdom	$5.13M	$0	1	0.19%	Maintained
340	SEI Investments Oaks, Pennsylvania	$5.12M	+$4.33M	3	0.05%	Increased
341	Mutual of America Capital Management New York	$5.03M	+$847K	1	0.11%	Increased
342	MC Middleton & Co Boston, Massachusetts	$5.02M	+$334K	1	1.09%	Increased
343	D.A. Davidson & Co Great Falls, Montana	$5M	-$107K	3	0.16%	Reduced
344	EDRE Edmond de Rothschild (Europe) Luxembourg	$4.96M	+$5.19M	2	1.59%	New
345	South Dakota Investment Council Sioux Falls, South Dakota	$4.89M	-$212K	1	0.1%	Reduced
346	EWM Edge Wealth Management New York	$4.75M	+$228K	1	1.62%	Increased
347	Andra AP-fonden Goteborg, Sweden	$4.7M	-$434K	2	0.14%	Reduced
348	BOK Financial Tulsa, Oklahoma	$4.69M	-$96.4K	1	0.16%	Reduced
349	OIM Opus Investment Management Worcester, Massachusetts	$4.68M	+$353K	1	0.85%	Increased
350	Glenmede Trust Philadelphia, Pennsylvania	$4.68M	-$2.55M	3	0.03%	Reduced