← 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	AC AFAM Capital Austin, Texas	$8.2M	-$99.1K	1	1.19%	Reduced
327	HAM Hillcrest Asset Management Plano, Texas	$8.15M	-$83.3K	1	1.52%	Reduced
328	AEGON Asset Management (UK) Edinburgh, United Kingdom	$8.13M	+$4.71K	1	0.2%	Increased
329	NCGI Next Century Growth Investors Plymouth, Minnesota	$8.12M	+$1.6M	1	1.04%	Increased
330	EA Evanston Advisors Schaumburg, Illinois	$8.08M	+$216K	1	1.82%	Increased
331	Synovus Financial Columbus, Georgia	$8.08M	+$305K	1	0.14%	Increased
332	EA Edge Advisors Atlanta, Georgia	$8.06M	+$623K	1	0.72%	Increased
333	OAM Oxford Asset Management Oxford, United Kingdom	$8.06M	+$6.29M	3	0.15%	Increased
334	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.91M	+$81.4K	3	0.17%	Increased
335	Jane Street New York	$7.79M	-$1.83M	3	0.02%	Reduced
336	Chartwell Investment Partners Berywn, Pennsylvania	$7.78M	-$47.7K	2	0.23%	Reduced
337	DAM Delta Asset Management Memphis, Tennessee	$7.73M	+$76.3K	1	1.13%	Increased
338	GIA Granite Investment Advisors Concord, New Hampshire	$7.72M	+$79.3K	1	1.41%	Increased
339	Conning Inc Hartford, Connecticut	$7.71M	-$184K	1	0.24%	Reduced
340	State of Michigan Retirement System Lansing, Michigan	$7.43M	+$25.5K	2	0.06%	Increased
341	Advisors Capital Management Ridgewood, New Jersey	$7.37M	+$732K	1	0.51%	Increased
342	SAM Steinberg Asset Management New York	$7.27M	-$648K	1	3.74%	Reduced
343	AA Apriem Advisors Irvine, California	$7.13M	+$23.1K	1	1.6%	Increased
344	Zurich Insurance Group Zurich, Switzerland	$7.12M	-$21.1K	1	0.16%	Reduced
345	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.07M	+$44.1K	2	1.04%	Increased
346	Utah Retirement Systems Salt Lake City, Utah	$7.05M	+$870K	2	0.15%	Increased
347	Capital International Sarl Los Angeles, California	$7.04M	$0	1	0.71%	Maintained
348	Manning & Napier Group Fairport, New York	$6.96M	-$1.13M	1	0.07%	Reduced
349	Bahl & Gaynor Cincinnati, Ohio	$6.87M	-$1.47M	1	0.07%	Reduced
350	Walleye Trading New York	$6.74M	+$1.47M	4	0.04%	Increased