← 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	LG Leuthold Group Minneapolis, Minnesota	$4.36M	-$614K	1	0.46%	Reduced
327	Mitsubishi UFJ Asset Management Tokyo, Japan	$4.36M	-$85.5K	2	0.14%	Reduced
328	GIPM G2 Investment Partners Management New York	$4.33M	-$103K	1	1.62%	Reduced
329	Utah Retirement Systems Salt Lake City, Utah	$4.29M	+$23.6K	1	0.12%	Increased
330	Commonwealth Equity Services Waltham, Massachusetts	$4.26M	-$193K	4	0.04%	Reduced
331	D.A. Davidson & Co Great Falls, Montana	$4.18M	+$419K	3	0.15%	Increased
332	Oregon Public Employees Retirement Fund Tigard, Oregon	$4.16M	+$13.1K	2	0.1%	Increased
333	HBK Investments Dallas, Texas	$4.14M	+$1.79M	3	0.04%	Increased
334	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$4.12M	-$240K	1	1.76%	Reduced
335	KCM Kingdon Capital Management New York	$4.12M	+$3.99M	1	0.2%	New
336	OIM Opus Investment Management Worcester, Massachusetts	$4.07M	+$590K	1	0.77%	Increased
337	BWM Braver Wealth Management Needham, Massachusetts	$4.05M	+$4.66M	1	1%	New
338	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$4.01M	+$1.43M	2	0.35%	Increased
339	Cubist Systematic Strategies Stamford, Connecticut	$4M	+$1.15M	4	0.2%	Increased
340	B BP London, United Kingdom	$3.9M	$0	1	0.18%	Maintained
341	Glenmede Trust Philadelphia, Pennsylvania	$3.85M	+$38.9K	3	0.03%	Increased
342	DekaBank Deutsche Girozentrale Frankfurt, Germany	$3.82M	+$397K	2	0.05%	Increased
343	CF CNA Financial Chicago, Illinois	$3.78M	-$613K	2	0.94%	Reduced
344	EWM Edge Wealth Management New York	$3.78M	+$242K	1	1.42%	Increased
345	Livforsakringsbolaget Skandia Stockholm, Sweden	$3.77M	$0	2	0.2%	Maintained
346	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$3.71M	+$53.5K	2	0.05%	Increased
347	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$3.69M	+$120K	1	0.43%	Increased
348	CC Colrain Capital Boston, Massachusetts	$3.68M	-$272K	1	0.38%	Reduced
349	MC Moors & Cabot Boston, Massachusetts	$3.66M	+$103K	1	0.68%	Increased
350	ProShare Advisors Bethesda, Maryland	$3.66M	+$530K	4	0.05%	Increased