← 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	DAM Delta Asset Management Memphis, Tennessee	$6.21M	+$76K	1	1.06%	Increased
327	O'Shaughnessy Asset Management Stamford, Connecticut	$6.21M	+$2.13M	2	0.15%	Increased
328	NONA Ninety One North America New York	$6.2M	$0	1	0.83%	Maintained
329	AA Apriem Advisors Irvine, California	$6.11M	+$74.7K	1	1.82%	Increased
330	BHTS Bar Harbor Trust Services Ellsworth, Maine	$6.11M	-$22.2K	1	3.24%	Reduced
331	D.A. Davidson & Co Great Falls, Montana	$6.08M	+$1.69M	3	0.15%	Increased
332	DILH Dai-ichi Life Holdings Tokyo, Japan	$6.06M	+$340K	3	0.18%	Increased
333	First Citizens Bank & Trust Raleigh, North Carolina	$6.06M	+$2.78M	2	0.55%	Increased
334	Mirae Asset Global Investments Seoul, South Korea	$5.98M	+$3.87M	2	0.12%	Increased
335	Vident Investment Advisory Alpharetta, Georgia	$5.93M	+$2.55M	2	0.79%	Increased
336	PP Prospector Partners Guilford, Connecticut	$5.88M	+$181K	1	0.94%	Increased
337	TI Turner Investments Berwyn, Pennsylvania	$5.87M	-$1.55M	1	1.94%	Reduced
338	Fisher Asset Management Camas, Washington	$5.83M	+$1.39M	1	0.01%	Increased
339	MSA Mason Street Advisors Milwaukee, Wisconsin	$5.82M	+$745K	3	0.17%	Increased
340	DIA Davidson Investment Advisors Great Falls, Montana	$5.8M	+$51.2K	1	0.89%	Increased
341	NIP Nicholas Investment Partners Rancho Santa Fe, California	$5.8M	-$589K	1	0.39%	Reduced
342	Xact Kapitalforvaltning Stockholm, Sweden	$5.76M	+$5.62M	2	0.2%	New
343	Eagle Asset Management St Petersburg, Florida	$5.67M	-$61K	1	0.04%	Reduced
344	Fifth Third Bancorp Cincinnati, Ohio	$5.65M	+$2.48M	2	0.05%	Increased
345	LBC Lowe Brockenbrough & Co Richmond, Virginia	$5.59M	-$106K	2	0.96%	Reduced
346	SIC Schwartz Investment Counsel Plymouth, Michigan	$5.53M	$0	1	0.39%	Maintained
347	Utah Retirement Systems Salt Lake City, Utah	$5.5M	$0	1	0.14%	Maintained
348	CC Cipher Capital New York	$5.48M	-$7.02M	1	0.34%	Reduced
349	HBK Investments Dallas, Texas	$5.44M	-$3.65M	2	0.05%	Reduced
350	Capital International Inc Los Angeles, California	$5.44M	-$550K	1	0.65%	Reduced