← 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	Livforsakringsbolaget Skandia Stockholm, Sweden	$5.14M	-$368K	2	0.25%	Reduced
352	South Dakota Investment Council Sioux Falls, South Dakota	$5.13M	$0	1	0.1%	Maintained
353	IHL Investment House LLC Redondo Beach, California	$5.11M	+$648K	1	0.82%	Increased
354	MUFG Americas New York	$5.1M	+$186K	1	0.17%	Increased
355	Commerzbank Aktiengesellschaft Frankfurt, Germany	$4.9M	-$6.24M	2	0.03%	Reduced
356	QIM Quest Investment Management Lake Oswego, Oregon	$4.9M	-$561K	1	0.66%	Reduced
357	GCP GSA Capital Partners London, United Kingdom	$4.89M	+$2.12M	5	0.19%	Increased
358	Allstate Corporation Northbrook, Illinois	$4.86M	-$248K	1	0.41%	Reduced
359	Marshall Wace London, United Kingdom	$4.82M	+$4.55M	2	0.06%	Increased
360	BOK Financial Tulsa, Oklahoma	$4.81M	+$901K	1	0.16%	Increased
361	SFM Systematic Financial Management Teaneck, New Jersey	$4.81M	-$1.54M	1	0.04%	Reduced
362	FBNAT FirstMerit Bank N.A. Trustee Akron, Ohio	$4.81M	-$1.74M	1	0.39%	Reduced
363	MC Middleton & Co Boston, Massachusetts	$4.74M	+$1.04M	1	1.04%	Increased
364	MC Moors & Cabot Boston, Massachusetts	$4.69M	+$782K	1	0.78%	Increased
365	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$4.65M	-$4.89K	2	0.06%	Reduced
366	MIS Morningstar Investment Services Chicago, Illinois	$4.6M	-$276K	1	0.2%	Reduced
367	SAS Spectrum Advisory Services Atlanta, Georgia	$4.59M	-$476K	1	1.62%	Reduced
368	CAM Cypress Asset Management Houston, Texas	$4.59M	-$130K	1	0.86%	Reduced
369	DILH Dai-ichi Life Holdings Tokyo, Japan	$4.58M	-$1.66M	3	0.13%	Reduced
370	EWM Edge Wealth Management New York	$4.55M	-$236K	1	1.53%	Reduced
371	MSA Mason Street Advisors Milwaukee, Wisconsin	$4.54M	-$10.2M	3	0.14%	Reduced
372	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$4.53M	+$2.85M	1	1.24%	Increased
373	City National Bank Beverly Hills, Delaware	$4.46M	+$639K	1	0.04%	Increased
374	RCM Riverhead Capital Management Wilmington, Delaware	$4.44M	+$59.1K	1	0.07%	Increased
375	Oppenheimer & Co New York	$4.44M	+$400K	2	0.12%	Increased