← 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	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.57M	+$32.9K	3	0.18%	Increased
327	Zurich Insurance Group Zurich, Switzerland	$7.5M	-$263K	2	0.2%	Reduced
328	AA Apriem Advisors Irvine, California	$7.47M	+$338K	1	1.86%	Increased
329	GIPM G2 Investment Partners Management New York	$7.38M	+$3.07M	2	2.92%	Increased
330	RBA Richard Bernstein Advisors New York	$7.35M	$0	1	0.51%	Maintained
331	Assenagon Asset Management Senningerberg, Luxembourg	$7.33M	+$6.73M	2	0.07%	New
332	DA Denali Advisors San Diego, California	$7.33M	+$1.34M	1	1.21%	Increased
333	Balyasny Asset Management Chicago, Illinois	$7.3M	-$1.84M	4	0.03%	Reduced
334	FA FDx Advisors Chicago, Illinois	$7.29M	+$250K	4	0.2%	Increased
335	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.23M	+$880K	2	1.11%	Increased
336	Gradient Investments Arden Hills, Minnesota	$7.22M	+$442K	1	0.46%	Increased
337	Advisors Capital Management Ridgewood, New Jersey	$7.14M	+$351K	1	0.58%	Increased
338	Manning & Napier Advisors Fairport, New York	$7.13M	-$553K	1	0.06%	Reduced
339	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.13M	-$1.63M	3	0.12%	Reduced
340	MN Services Vermogensbeheer The Hague, Netherlands	$7.11M	+$52.8K	2	0.19%	Increased
341	Vident Investment Advisory Alpharetta, Georgia	$6.96M	+$3.52M	2	0.38%	Increased
342	Andra AP-fonden Goteborg, Sweden	$6.92M	-$670K	2	0.16%	Reduced
343	HL Financial Services Louisville, Kentucky	$6.91M	-$3.14M	2	0.13%	Reduced
344	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.89M	+$173K	2	0.16%	Increased
345	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$6.88M	+$246K	2	0.07%	Increased
346	Foresters Investment Management New York	$6.84M	+$324K	1	0.11%	Increased
347	Oberweis Asset Management Lisle, Illinois	$6.81M	-$86.7K	1	1.89%	Reduced
348	BHTS Bar Harbor Trust Services Ellsworth, Maine	$6.8M	-$160K	1	3.61%	Reduced
349	GIA Gargoyle Investment Advisor Englewood, New Jersey	$6.78M	$0	2	2.49%	Maintained
350	EWM Edge Wealth Management New York	$6.73M	-$90.8K	1	2.04%	Reduced