← 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	GIA Granite Investment Advisors Concord, New Hampshire	$8.56M	-$368K	1	1.5%	Reduced
327	SAM Southeastern Asset Management Memphis, Tennessee	$8.45M	$0	1	0.1%	Maintained
328	MSA Mason Street Advisors Milwaukee, Wisconsin	$8.39M	-$11.1K	3	0.17%	Reduced
329	Conning Inc Hartford, Connecticut	$8.37M	-$548K	1	0.25%	Reduced
330	Stephens Inc Little Rock, Arkansas	$8.36M	+$1.84M	2	0.21%	Increased
331	Squarepoint New York	$8.34M	+$2.91M	4	0.1%	Increased
332	AA Apriem Advisors Irvine, California	$8.22M	-$60.1K	1	1.8%	Reduced
333	Eagle Asset Management St Petersburg, Florida	$8.21M	+$176K	1	0.04%	Increased
334	LBC Lowe Brockenbrough & Co Richmond, Virginia	$8.15M	+$409	2	1.14%	Increased
335	First National Bank of Omaha Omaha, Nebraska	$8.01M	+$213K	1	0.45%	Increased
336	Utah Retirement Systems Salt Lake City, Utah	$8M	+$46.7K	2	0.16%	Increased
337	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.99M	+$5.2M	4	0.14%	Increased
338	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.95M	+$2.62M	1	0.75%	Increased
339	CA Claar Advisors New York	$7.87M	$0	1	3.61%	Maintained
340	MC Maplelane Capital New York	$7.87M	-$6M	1	0.26%	Reduced
341	Carnegie Investment Counsel Pepper Pike, Ohio	$7.83M	+$1.95M	1	0.64%	Increased
342	AEGON Asset Management (UK) Edinburgh, United Kingdom	$7.63M	$0	1	0.18%	Maintained
343	BHTS Bar Harbor Trust Services Ellsworth, Maine	$7.61M	-$63.1K	1	3.68%	Reduced
344	MIP Marietta Investment Partners Milwaukee, Wisconsin	$7.6M	-$208K	1	2.26%	Reduced
345	Steward Partners Investment Advisory New York	$7.54M	+$1.01M	4	0.36%	Increased
346	OCM Olstein Capital Management Purchase, New York	$7.51M	+$972K	2	1.01%	Increased
347	Kennedy Capital Management St Louis, Missouri	$7.47M	+$2.91M	2	0.14%	Increased
348	PP Prospector Partners Guilford, Connecticut	$7.45M	+$115K	1	1.03%	Increased
349	Capital International Sarl Los Angeles, California	$7.42M	-$703K	1	0.71%	Reduced
350	CC Cipher Capital New York	$7.29M	+$2.07M	2	1.37%	Increased