← 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	Howard Capital Management Roswell, Georgia	$7.83M	+$7.7M	1	1.25%	New
327	EA Edge Advisors Atlanta, Georgia	$7.71M	-$2.82M	1	0.76%	Reduced
328	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.66M	-$22.4K	3	0.17%	Reduced
329	State of Alaska Department of Revenue Juneau, Alaska	$7.62M	+$2.15M	3	0.18%	Increased
330	Oberweis Asset Management Lisle, Illinois	$7.57M	+$404K	1	1.77%	Increased
331	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$7.57M	-$2.14M	2	0.11%	Reduced
332	SG Americas Securities New York	$7.56M	-$3.31M	4	0.07%	Reduced
333	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.5M	-$856K	1	0.71%	Reduced
334	Curi RMB Capital Chicago, Illinois	$7.47M	-$722K	1	0.19%	Reduced
335	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.46M	+$10.5K	2	1.07%	Increased
336	Nordea Investment Management Stockholm, Sweden	$7.45M	-$1.44M	2	0.02%	Reduced
337	AA Apriem Advisors Irvine, California	$7.44M	-$249K	1	1.84%	Reduced
338	LPU Lansdowne Partners (UK) London, United Kingdom	$7.34M	-$12.7M	1	0.07%	Reduced
339	Foresters Investment Management New York	$7.27M	+$232K	1	0.11%	Increased
340	Andra AP-fonden Goteborg, Sweden	$7.24M	$0	2	0.16%	Maintained
341	Bank of Nova Scotia Toronto, Ontario, Canada	$7.23M	+$6.2M	1	0.03%	Increased
342	HL Financial Services Louisville, Kentucky	$7.22M	-$38.9K	2	0.14%	Reduced
343	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.2M	-$285K	3	0.11%	Reduced
344	Zurich Insurance Group Zurich, Switzerland	$7.19M	-$498K	1	0.17%	Reduced
345	ProShare Advisors Bethesda, Maryland	$7.18M	+$2.5M	3	0.05%	Increased
346	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$7.17M	-$60.3K	2	0.07%	Reduced
347	GHCM Glen Harbor Capital Management San Diego, California	$7.17M	+$1.23M	3	0.16%	Increased
348	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.17M	-$217K	2	0.16%	Reduced
349	Artemis Investment Management Edinburgh, United Kingdom	$7.07M	+$367K	1	0.12%	Increased
350	CIBC World Markets New York	$7.04M	+$1.89M	1	0.05%	Increased