← 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	$5.17M	+$41.5K	2	0.9%	Increased
327	Jane Street New York	$5.07M	+$5.14M	3	0.03%	Increased
328	SIC Schwartz Investment Counsel Plymouth, Michigan	$5.03M	+$921K	1	0.36%	Increased
329	Utah Retirement Systems Salt Lake City, Utah	$5M	-$12.3K	1	0.13%	Reduced
330	DILH Dai-ichi Life Holdings Tokyo, Japan	$4.97M	-$1.94M	3	0.15%	Reduced
331	Eagle Asset Management St Petersburg, Florida	$4.87M	+$545K	1	0.03%	Increased
332	Virtu KCG Holdings New York	$4.83M	+$1.74M	2	0.1%	Increased
333	Advisors Capital Management Ridgewood, New Jersey	$4.7M	-$239K	1	0.48%	Reduced
334	Commonwealth Equity Services Waltham, Massachusetts	$4.7M	+$129K	4	0.04%	Increased
335	KLWA Kelly Lawrence W & Associates Pasadens, California	$4.68M	$0	1	1.08%	Maintained
336	Mutual of America Capital Management New York	$4.65M	-$504K	2	0.1%	Reduced
337	Brown Advisory Baltimore, Maryland	$4.64M	+$305K	3	0.02%	Increased
338	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$4.63M	-$3.28M	1	0.4%	Reduced
339	MSA Mason Street Advisors Milwaukee, Wisconsin	$4.47M	+$102K	3	0.13%	Increased
340	South Dakota Investment Council Sioux Falls, South Dakota	$4.42M	-$203K	1	0.1%	Reduced
341	Bridges Investment Management Omaha, Nebraska	$4.4M	-$316K	1	0.76%	Reduced
342	Virginia Retirement Systems Richmond, Virginia	$4.37M	+$4.58M	1	0.06%	New
343	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$4.33M	+$132K	2	0.05%	Increased
344	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$4.29M	+$326K	1	0.69%	Increased
345	CCM Cadence Capital Management Boston, Massachusetts	$4.23M	-$171K	1	0.32%	Reduced
346	EI EAM Investors Solana Beach, California	$4.23M	+$62.7K	2	0.64%	Increased
347	Shinko Asset Management Company Tokyo, Japan	$4.2M	-$378K	3	0.03%	Reduced
348	CF CNA Financial Chicago, Illinois	$4.19M	+$45.8K	2	1.04%	Increased
349	LSC Lesa Sroufe & Co Seattle, Washington	$4.18M	-$69.3K	1	3.66%	Reduced
350	EWM Edge Wealth Management New York	$4.15M	-$131K	1	1.73%	Reduced