← 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	PP Prospector Partners Guilford, Connecticut	$7.96M	+$24.3K	1	1.09%	Increased
327	Cubist Systematic Strategies Stamford, Connecticut	$7.95M	+$4.95M	5	0.15%	Increased
328	MLICM Metropolitan Life Insurance Company (MetLife) New York	$7.91M	+$354K	4	0.13%	Increased
329	LBC Lowe Brockenbrough & Co Richmond, Virginia	$7.87M	-$2.83K	2	1.07%	Reduced
330	Conning Inc Hartford, Connecticut	$7.82M	-$54.9K	1	0.26%	Reduced
331	NA Neuburgh Advisers Los Angeles, California	$7.8M	-$3.88M	2	0.25%	Reduced
332	First National Bank of Omaha Omaha, Nebraska	$7.78M	+$45.8K	1	0.51%	Increased
333	Utah Retirement Systems Salt Lake City, Utah	$7.77M	-$135K	2	0.15%	Reduced
334	Pendal Group Sydney, Australia	$7.77M	+$5.01M	2	0.11%	Increased
335	Oppenheimer Asset Management New York	$7.76M	+$309K	5	0.17%	Increased
336	Bridges Investment Management Omaha, Nebraska	$7.74M	-$1.05M	1	0.3%	Reduced
337	Mitsubishi UFJ Asset Management Tokyo, Japan	$7.72M	+$1.11M	3	0.13%	Increased
338	CA Cullinan Associates Louisville, Kentucky	$7.7M	+$1.8M	1	0.56%	Increased
339	TCM Twin Capital Management Mcmurray, Pennsylvania	$7.47M	-$2.34M	1	0.52%	Reduced
340	VI Versor Investments New York	$7.39M	+$5.37M	1	0.49%	Increased
341	CIBC World Markets New York	$7.36M	+$1.4M	1	0.06%	Increased
342	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$7.32M	-$1.4M	2	0.07%	Reduced
343	BCP Blue Chip Partners Farmington Hills, Michigan	$7.24M	+$492K	1	1.62%	Increased
344	GIA Granite Investment Advisors Concord, New Hampshire	$7.14M	-$34.6K	1	1.34%	Reduced
345	Chartwell Investment Partners Berywn, Pennsylvania	$7.11M	-$110K	1	0.23%	Reduced
346	Sterling Capital Management Charlotte, North Carolina	$7.08M	+$1.38M	1	0.07%	Increased
347	UR USCA RIA Houston, Texas	$7.05M	-$47.1K	1	0.72%	Reduced
348	ECG Edge Capital Group Atlanta, Georgia	$6.99M	-$75.9K	1	0.67%	Reduced
349	Ladenburg Thalmann Financial Services Miami, Florida	$6.98M	+$324K	6	0.05%	Increased
350	Cambridge Investment Research Advisors Fairfield, Iowa	$6.92M	+$528K	1	0.06%	Increased