← 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
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$6.52M +$26.6K 3 0.13% Increased
327
AA
Apriem Advisors
California
$6.36M +$124K 2 1.89% Increased
328
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$6.36M -$410K 2 0.15% Reduced
329
EWM
Edge Wealth Management
New York
$6.34M +$1.64M 1 2.4% Increased
330
DAM
Delta Asset Management
Tennessee
$6.31M -$29.9K 1 1.06% Reduced
331
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$6.24M +$27.4K 3 0.14% Increased
332
PP
Prospector Partners
Connecticut
$6.24M +$223K 1 0.93% Increased
333
Alpha Cubed Investments
Alpha Cubed Investments
California
$6.22M +$6.08M 1 1.49% New
334
BHTS
Bar Harbor Trust Services
Maine
$6.2M -$39.1K 1 3.23% Reduced
335
VanEck Associates
VanEck Associates
New York
$6.18M -$2.39M 1 0.03% Reduced
336
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$6.18M +$254K 2 0.22% Increased
337
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$6.13M -$1.83M 1 0.04% Reduced
338
Axiom Investors
Axiom Investors
Connecticut
$6.09M +$3.11M 1 0.17% Increased
339
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$6.07M +$4.99M 2 0.31% Increased
340
MSA
Mason Street Advisors
Wisconsin
$6.05M +$62.6K 3 0.16% Increased
341
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$6.05M +$394K 4 0.04% Increased
342
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$6.02M -$4.09M 2 0.05% Reduced
343
DIA
Davidson Investment Advisors
Montana
$5.96M +$32.1K 1 0.85% Increased
344
Eagle Asset Management
Eagle Asset Management
Florida
$5.92M +$145K 1 0.04% Increased
345
Vident Investment Advisory
Vident Investment Advisory
Georgia
$5.78M -$370K 2 0.7% Reduced
346
Advisors Capital Management
Advisors Capital Management
New Jersey
$5.75M +$224K 1 0.55% Increased
347
Utah Retirement Systems
Utah Retirement Systems
Utah
$5.62M +$6.56K 1 0.14% Increased
348
LBC
Lowe Brockenbrough & Co
Virginia
$5.58M -$128K 2 0.93% Reduced
349
Brown Advisory
Brown Advisory
Maryland
$5.44M +$559K 3 0.02% Increased
350
SIC
Schwartz Investment Counsel
Michigan
$5.43M -$216K 1 0.38% Reduced