← 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	Walleye Trading New York	$5.2M	+$5.74M	3	0.06%	Increased
352	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$5.16M	+$261K	1	2.26%	Increased
353	Mirae Asset Global Investments Seoul, South Korea	$5.14M	+$2.11M	1	0.19%	Increased
354	HBK Investments Dallas, Texas	$5.11M	+$2.57M	3	0.08%	Increased
355	Nomura Holdings Tokyo, Japan	$5.08M	+$2.58M	4	0.01%	Increased
356	Calamos Wealth Management Naperville, Illinois	$5.01M	+$184K	1	1.45%	Increased
357	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$4.95M	-$2.98M	2	0.16%	Reduced
358	CIS Connors Investor Services Wyomissing, Pennsylvania	$4.91M	+$372K	1	1.19%	Increased
359	BP Banyan Partners Palm Beach Gardens, Florida	$4.89M	+$491K	1	0.42%	Increased
360	Oppenheimer & Co New York	$4.88M	-$3.04M	3	0.15%	Reduced
361	MIS Morningstar Investment Services Chicago, Illinois	$4.82M	-$66.2K	1	0.25%	Reduced
362	SAS Spectrum Advisory Services Atlanta, Georgia	$4.8M	-$53.2K	1	1.74%	Reduced
363	MWVC Morgens Waterfall Vintiadis & Co New York	$4.78M	+$203K	1	3.35%	Increased
364	Andra AP-fonden Goteborg, Sweden	$4.72M	+$987K	2	0.11%	Increased
365	D.A. Davidson & Co Great Falls, Montana	$4.68M	+$854K	3	0.16%	Increased
366	Oregon Public Employees Retirement Fund Tigard, Oregon	$4.65M	+$88.9K	2	0.12%	Increased
367	HCM Hawkeye Capital Management Miami Beach, Florida	$4.62M	+$5.17M	1	1.86%	New
368	CCM Concourse Capital Management Atlanta, Georgia	$4.62M	+$4.85M	1	2.9%	New
369	HCMT Highland Capital Management (Texas) Dallas, Texas	$4.59M	-$5.06M	1	0.17%	Reduced
370	Polar Asset Management Partners Toronto, Ontario, Canada	$4.59M	+$4.82M	1	0.24%	New
371	ST Stifel Trust St. Louis, Missouri	$4.58M	-$44.7K	1	0.88%	Reduced
372	WAM World Asset Management Detroit, Michigan	$4.58M	+$272K	3	0.14%	Increased
373	LPL Financial San Diego, California	$4.58M	+$748K	3	0.03%	Increased
374	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$4.43M	-$35.8K	2	0.06%	Reduced
375	CF CNA Financial Chicago, Illinois	$4.4M	+$1.5M	1	0.84%	Increased