← 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	Andra AP-fonden Goteborg, Sweden	$7.61M	-$440K	2	0.19%	Reduced
327	SG Americas Securities New York	$7.6M	-$3.95M	4	0.07%	Reduced
328	Mutual of America Capital Management New York	$7.54M	-$879K	2	0.13%	Reduced
329	DAM Delta Asset Management Memphis, Tennessee	$7.51M	+$77K	1	1.16%	Increased
330	Commonwealth Equity Services Waltham, Massachusetts	$7.47M	-$172K	4	0.05%	Reduced
331	Cohen & Steers New York	$7.4M	-$38.1K	1	0.02%	Reduced
332	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.25M	+$94.9K	3	0.18%	Increased
333	AA Apriem Advisors Irvine, California	$7.23M	-$360K	1	1.92%	Reduced
334	MN Services Vermogensbeheer The Hague, Netherlands	$7.11M	+$5.84M	2	0.2%	Increased
335	Schonfeld Strategic Advisors New York	$7.07M	+$7.13M	3	0.73%	New
336	BHTS Bar Harbor Trust Services Ellsworth, Maine	$7.05M	-$27.1K	1	3.71%	Reduced
337	FA FDx Advisors Chicago, Illinois	$7.01M	-$437K	3	0.21%	Reduced
338	EWM Edge Wealth Management New York	$7M	-$231K	1	2.2%	Reduced
339	Axiom Investors Greenwich, Connecticut	$6.96M	-$25.4K	1	0.17%	Reduced
340	PP Prospector Partners Guilford, Connecticut	$6.92M	-$282K	1	1.09%	Reduced
341	Alyeska Investment Group Chicago, Illinois	$6.92M	+$6.8M	1	0.06%	New
342	Gradient Investments Arden Hills, Minnesota	$6.86M	+$293K	1	0.48%	Increased
343	MPAM Monarch Partners Asset Management Boston, Massachusetts	$6.83M	+$7.71M	1	0.68%	New
344	Balyasny Asset Management Chicago, Illinois	$6.79M	-$1.25M	2	0.03%	Reduced
345	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.78M	-$749K	2	0.17%	Reduced
346	GIA Gargoyle Investment Advisor Englewood, New Jersey	$6.76M	$0	2	2.67%	Maintained
347	ExxonMobil Investment Management Irving, Texas	$6.68M	-$1.07M	1	0.17%	Reduced
348	Advisors Capital Management Ridgewood, New Jersey	$6.68M	+$140K	1	0.55%	Increased
349	DIA Davidson Investment Advisors Great Falls, Montana	$6.66M	-$367K	1	0.94%	Reduced
350	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$6.65M	-$211K	2	0.07%	Reduced