← 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	LBC Lowe Brockenbrough & Co Richmond, Virginia	$5.36M	-$107K	2	0.92%	Reduced
327	Utah Retirement Systems Salt Lake City, Utah	$5.25M	+$11K	1	0.14%	Increased
328	SCM Stevens Capital Management Radnor, Pennsylvania	$5.2M	-$6M	2	0.21%	Reduced
329	CC Cipher Capital New York	$5.18M	-$1.9M	1	0.49%	Reduced
330	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.09M	+$3.15K	2	0.12%	Increased
331	JP Morgan Private Wealth Advisors San Francisco, California	$5.08M	+$1.87M	2	0.05%	Increased
332	Advisors Capital Management Ridgewood, New Jersey	$5.04M	-$1.36M	1	0.51%	Reduced
333	RCM Riverhead Capital Management Wilmington, Delaware	$5.04M	-$3.21M	3	0.07%	Reduced
334	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$5.02M	+$4.43M	1	0.43%	New
335	ACB Aristotle Capital Boston Boston, Massachusetts	$4.96M	+$79.2K	1	0.99%	Increased
336	Bridges Investment Management Omaha, Nebraska	$4.93M	-$42K	1	0.9%	Reduced
337	KLWA Kelly Lawrence W & Associates Pasadens, California	$4.9M	$0	1	1.23%	Maintained
338	NIP Nicholas Investment Partners Rancho Santa Fe, California	$4.86M	+$593K	1	0.36%	Increased
339	South Dakota Investment Council Sioux Falls, South Dakota	$4.84M	+$88.4K	1	0.11%	Increased
340	ICRM Insight Capital Research & Management Walnut Creek, California	$4.83M	+$2.12M	1	1.5%	Increased
341	Mutual of America Capital Management New York	$4.82M	-$524K	2	0.11%	Reduced
342	Susquehanna International Group Bala Cynwyd, Pennsylvania	$4.78M	-$9.97M	5	0%	Reduced
343	Commonwealth Equity Services Waltham, Massachusetts	$4.66M	-$512K	4	0.04%	Reduced
344	CCM Cadence Capital Management Boston, Massachusetts	$4.61M	-$4.66M	1	0.32%	Reduced
345	Brown Advisory Baltimore, Maryland	$4.56M	+$612K	3	0.02%	Increased
346	BHTS Bar Harbor Trust Services Ellsworth, Maine	$4.53M	+$4M	1	2.59%	New
347	EWM Edge Wealth Management New York	$4.49M	+$134K	1	2.04%	Increased
348	MSA Mason Street Advisors Milwaukee, Wisconsin	$4.49M	+$93.1K	3	0.14%	Increased
349	OIM Opus Investment Management Worcester, Massachusetts	$4.49M	$0	1	0.86%	Maintained
350	Janus Henderson Group London,	$4.48M	+$3.34M	2	0.04%	Increased