← 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
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.35M +$21.4K 4 0.04% Increased
327
SCP
Scoria Capital Partners
Connecticut
$4.31M +$4.48M 1 1.41% New
328
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$4.25M +$21.9K 2 0.1% Increased
329
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$4.24M -$15.4M 1 0.17% Reduced
330
NIP
Nicholas Investment Partners
California
$4.23M +$4.12M 1 0.29% New
331
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.15M +$231K 1 0.46% Increased
332
HHC
Hutchin Hill Capital
New York
$4.15M -$2.04M 1 0.1% Reduced
333
Bridges Investment Management
Bridges Investment Management
Nebraska
$4.14M -$1.14M 1 0.74% Reduced
334
ProShare Advisors
ProShare Advisors
Maryland
$4.13M +$365K 3 0.05% Increased
335
KLWA
Kelly Lawrence W & Associates
California
$4.08M +$3.99M 1 0.92% Increased
336
PAM
Princeton Alpha Management
New Jersey
$4.07M +$3.53M 3 0.7% Increased
337
LSC
Lesa Sroufe & Co
Washington
$4.06M -$1.54M 1 4.19% Reduced
338
HighTower Advisors
HighTower Advisors
Illinois
$4.04M +$647K 2 0.05% Increased
339
HIM
Hanlon Investment Management
New Jersey
$3.96M +$4.12M 1 0.38% New
340
B
BP
United Kingdom
$3.95M $0 1 0.16% Maintained
341
ACB
Aristotle Capital Boston
Massachusetts
$3.95M +$571K 1 0.8% Increased
342
ACMM
Arbor Capital Management (Minnesota)
Minnesota
$3.94M $0 1 0.89% Maintained
343
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$3.94M +$244K 1 0.09% Increased
344
CBOA
Commonwealth Bank of Australia
Australia
$3.89M +$42.8K 2 0.05% Increased
345
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.88M +$552K 2 0.02% Increased
346
Glenmede Trust
Glenmede Trust
Pennsylvania
$3.86M -$117K 3 0.03% Reduced
347
AIA
Alerus Investment Advisors
Minnesota
$3.85M +$280K 1 0.64% Increased
348
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$3.78M -$488K 3 0.12% Reduced
349
VOAM
Vertex One Asset Management
British Columbia, Canada
$3.78M +$3.78M 1 0.51% New
350
OIM
Opus Investment Management
Massachusetts
$3.73M -$417K 1 0.66% Reduced