← 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	Royce & Associates New York	$32.6M	-$1.17M	3	0.33%	Reduced
327	Xponance Philadelphia, Pennsylvania	$32.4M	+$795K	4	0.27%	Increased
328	Utah Retirement Systems Salt Lake City, Utah	$31.9M	+$604K	3	0.33%	Increased
329	Focus Partners Wealth Boston, Massachusetts	$31.9M	+$858K	3	0.07%	Increased
330	CET Clean Energy Transition London, United Kingdom	$31.8M	-$20.3M	1	2.55%	Reduced
331	Geneva Capital Management Milwaukee, Wisconsin	$31.8M	+$3.23M	1	0.53%	Increased
332	BCM Brightline Capital Management Miami, Florida	$31.7M	+$118K	1	13.67%	Increased
333	TD Waterhouse Canada Toronto, Ontario, Canada	$31.6M	-$3.85M	5	0.23%	Reduced
334	LCM Logan Capital Management Newtown Square, Pennsylvania	$31.6M	-$2.13M	3	1.47%	Reduced
335	AssetMark Inc Concord, California	$31.6M	+$2.27M	5	0.07%	Increased
336	Walleye Capital New York	$31.2M	+$13M	3	0.12%	Increased
337	Associated Banc-Corp Green Bay, Wisconsin	$31.1M	-$2.31M	1	0.88%	Reduced
338	Park National Corp Newark, Ohio	$31.1M	+$4.78M	2	1.02%	Increased
339	Zevenbergen Capital Investments Edmonds, Washington	$31M	-$162K	1	0.61%	Reduced
340	Curi RMB Capital Chicago, Illinois	$30.8M	+$3.22M	2	0.58%	Increased
341	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$30.6M	$0	1	0.25%	Maintained
342	Alpha Cubed Investments Irvine, California	$30.5M	+$73.3K	1	1.16%	Increased
343	MLL Moody Lynn & Lieberson Boston, Massachusetts	$30.5M	+$2.53M	1	1.76%	Increased
344	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$30.4M	+$1.33M	7	0.02%	Increased
345	National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan	$30.1M	$0	1	0.24%	Maintained
346	AGAM Avalon Global Asset Management San Francisco, California	$29.8M	+$11.2M	2	3.54%	Increased
347	DIA Davidson Investment Advisors Great Falls, Montana	$29.6M	+$405K	1	1.33%	Increased
348	F.L. Putnam Investment Management Lynnfield, Massachusetts	$29.5M	-$11.6M	2	0.51%	Reduced
349	Squarepoint New York	$29.4M	-$21.6M	7	0.03%	Reduced
350	Twin Tree Management Dallas, Texas	$29.4M	-$54.6M	2	0.05%	Reduced