← 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	KCM Kingdon Capital Management New York	$5.28M	-$2.5M	1	0.23%	Reduced
352	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.24M	-$1.13M	2	0.25%	Reduced
353	B BP London, United Kingdom	$5.16M	+$1.78M	1	0.13%	Increased
354	Oregon Public Employees Retirement Fund Tigard, Oregon	$5.16M	+$159K	2	0.12%	Increased
355	WM WCG Management New York	$5.16M	+$4.94M	1	4.8%	New
356	South Dakota Investment Council Sioux Falls, South Dakota	$5.13M	+$778K	1	0.1%	Increased
357	CF CNA Financial Chicago, Illinois	$5.12M	+$391K	1	1.19%	Increased
358	AIA Alerus Investment Advisors Wayzata, Minnesota	$5.1M	+$1.48M	1	0.86%	Increased
359	Commonwealth Equity Services Waltham, Massachusetts	$5.07M	+$576K	4	0.06%	Increased
360	SAS Spectrum Advisory Services Atlanta, Georgia	$5.07M	-$82.2K	1	1.76%	Reduced
361	Parallax Volatility Advisers San Francisco, California	$5.06M	-$892K	4	0.01%	Reduced
362	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$5.03M	-$613K	1	0.04%	Reduced
363	LG Leuthold Group Minneapolis, Minnesota	$5M	-$998K	1	0.49%	Reduced
364	PIM Progressive Investment Management Lake Oswego, Oregon	$4.99M	-$854K	1	1.71%	Reduced
365	MUFG Americas New York	$4.91M	+$797K	1	0.16%	Increased
366	SCCM Schafer Cullen Capital Management New York	$4.91M	-$3.87M	1	0.06%	Reduced
367	AIC AWM Investment Company New York	$4.91M	+$5.62M	1	0.67%	New
368	MIS Morningstar Investment Services Chicago, Illinois	$4.87M	-$286K	1	0.23%	Reduced
369	EWM Edge Wealth Management New York	$4.8M	+$599K	1	1.76%	Increased
370	MWVC Morgens Waterfall Vintiadis & Co New York	$4.75M	+$1.42M	1	2.66%	Increased
371	CAM Cypress Asset Management Houston, Texas	$4.72M	+$279K	1	0.87%	Increased
372	HBK Investments Dallas, Texas	$4.63M	-$890K	2	0.06%	Reduced
373	TI Turner Investments Berwyn, Pennsylvania	$4.59M	-$10.6M	1	0.55%	Reduced
374	Allstate Corporation Northbrook, Illinois	$4.55M	-$25.2M	2	0.35%	Reduced
375	ST Semper Trust King Of Prussia, Pennsylvania	$4.52M	+$1.04M	1	1.81%	Increased