← 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	Acadian Asset Management Boston, Massachusetts	$6.91M	+$5.63M	1	0.03%	Increased
327	MSA Mason Street Advisors Milwaukee, Wisconsin	$6.89M	+$101K	3	0.18%	Increased
328	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$6.88M	+$6.62M	1	0.42%	New
329	PP Prospector Partners Guilford, Connecticut	$6.87M	-$21.3K	1	1.05%	Reduced
330	EWM Edge Wealth Management New York	$6.84M	-$181K	1	2.37%	Reduced
331	Douglas Lane & Associates New York	$6.82M	-$1.98M	1	0.17%	Reduced
332	VanEck Associates New York	$6.8M	-$33.2K	1	0.03%	Reduced
333	GIA Gargoyle Investment Advisor Englewood, New Jersey	$6.75M	-$723K	2	2.6%	Reduced
334	BHTS Bar Harbor Trust Services Ellsworth, Maine	$6.75M	-$96.4K	1	3.44%	Reduced
335	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$6.75M	+$691K	2	0.07%	Increased
336	Advisors Capital Management Ridgewood, New Jersey	$6.74M	+$8.52K	1	0.58%	Increased
337	DIA Davidson Investment Advisors Great Falls, Montana	$6.7M	+$116K	1	0.87%	Increased
338	Axiom Investors Greenwich, Connecticut	$6.68M	-$159K	1	0.17%	Reduced
339	MCIM Meadow Creek Investment Management Atlanta, Georgia	$6.41M	+$1.1M	3	0.15%	Increased
340	Gradient Investments Arden Hills, Minnesota	$6.25M	+$5.97M	1	0.48%	Increased
341	RBA Richard Bernstein Advisors New York	$6.24M	$0	1	0.48%	Maintained
342	Utah Retirement Systems Salt Lake City, Utah	$6.21M	$0	1	0.15%	Maintained
343	GIPM G2 Investment Partners Management New York	$6.19M	+$3.84M	1	2.44%	Increased
344	LBC Lowe Brockenbrough & Co Richmond, Virginia	$6.17M	-$13.2K	2	0.98%	Reduced
345	Oberweis Asset Management Lisle, Illinois	$5.99M	+$3.39M	1	1.77%	Increased
346	Brookstone Capital Management Wheaton, Illinois	$5.99M	+$477K	1	0.61%	Increased
347	DA Denali Advisors San Diego, California	$5.96M	+$1.71M	1	0.88%	Increased
348	Intact Investment Management Montreal, Quebec, Canada	$5.9M	-$1.43M	1	0.24%	Reduced
349	Foresters Investment Management New York	$5.89M	+$142K	1	0.1%	Increased
350	Simplex Trading Chicago, Illinois	$5.88M	+$3.22M	2	0.25%	Increased