← 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
351	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.34M	+$784K	2	0.14%	Increased
352	Wilmington Trust Wilmington, Delaware	$5.34M	-$58.2K	1	0.09%	Reduced
353	LM Luminus Management Houston, Texas	$5.32M	-$1.44M	1	0.31%	Reduced
354	Advisors Capital Management Ridgewood, New Jersey	$5.3M	+$972K	2	0.89%	Increased
355	KCM Kingdon Capital Management New York	$5.29M	-$9.4M	1	0.24%	Reduced
356	BPB Badgley, Phelps & Bell Seattle, Washington	$5.27M	+$4.92M	1	0.55%	New
357	FM Family Management New York	$5.18M	+$518K	1	2.98%	Increased
358	ST Semper Trust King Of Prussia, Pennsylvania	$5.1M	-$189K	1	2.1%	Reduced
359	ST Stifel Trust St. Louis, Missouri	$5.09M	+$512K	1	0.96%	Increased
360	D.A. Davidson & Co Great Falls, Montana	$5.08M	+$482K	2	0.19%	Increased
361	LSA L & S Advisors Los Angeles, California	$4.93M	+$277K	1	1.79%	Increased
362	PCA Private Capital Advisors Darien, Connecticut	$4.84M	+$8.18K	1	1.66%	Increased
363	LSC Lesa Sroufe & Co Seattle, Washington	$4.84M	-$47.5K	1	2.63%	Reduced
364	Kennedy Capital Management St Louis, Missouri	$4.81M	+$4.5M	2	0.09%	New
365	CA Cullinan Associates Louisville, Kentucky	$4.78M	+$920K	1	0.55%	Increased
366	QIM Quantitative Investment Management Charlottesville, Virginia	$4.77M	+$598K	2	0.46%	Increased
367	HT HAP Trading New York	$4.7M	+$664K	1	0.15%	Increased
368	MTB Mizuho Trust & Banking Tokyo, Japan	$4.63M	+$4.75M	1	0.02%	New
369	BP Banyan Partners Palm Beach Gardens, Florida	$4.62M	+$3.4M	1	0.32%	Increased
370	Segall Bryant & Hamill Chicago, Illinois	$4.61M	+$183K	2	0.11%	Increased
371	Commonwealth Equity Services Waltham, Massachusetts	$4.58M	+$305K	3	0.07%	Increased
372	LG Leuthold Group Minneapolis, Minnesota	$4.53M	-$259K	1	0.41%	Reduced
373	GIM Goelzer Investment Management Carmel, Indiana	$4.47M	+$28.1K	1	0.81%	Increased
374	YCMGA York Capital Management Global Advisors New York	$4.42M	-$3.29M	1	0.06%	Reduced
375	Sumitomo Life Insurance Tokyo, Japan	$4.39M	-$25.8K	1	0.4%	Reduced