← 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	South Dakota Investment Council Sioux Falls, South Dakota	$3.65M	-$76.8K	1	0.08%	Reduced
352	Virginia Retirement Systems Richmond, Virginia	$3.65M	-$4.5M	2	0.06%	Reduced
353	PP Paloma Partners Greenwich, Connecticut	$3.65M	+$663K	3	0.08%	Increased
354	William Blair & Company Chicago, Illinois	$3.63M	-$3.84M	2	0.03%	Reduced
355	LPL Financial San Diego, California	$3.61M	-$692K	3	0.02%	Reduced
356	PFC Phocas Financial Corp Alameda, California	$3.61M	+$4.16M	1	0.31%	New
357	BOK Financial Tulsa, Oklahoma	$3.57M	+$10.2K	1	0.13%	Increased
358	MSA Mason Street Advisors Milwaukee, Wisconsin	$3.54M	+$53.5K	3	0.12%	Increased
359	Fifth Third Bancorp Cincinnati, Ohio	$3.53M	-$2.77M	4	0.03%	Reduced
360	AIA Alerus Investment Advisors Wayzata, Minnesota	$3.53M	-$586K	1	0.62%	Reduced
361	CAM Cypress Asset Management Houston, Texas	$3.49M	-$25.1K	1	0.73%	Reduced
362	SW SVB Wealth Boston, Massachusetts	$3.44M	-$2.05M	1	0.13%	Reduced
363	SEI Investments Oaks, Pennsylvania	$3.42M	-$569K	3	0.03%	Reduced
364	BCM Bourgeon Capital Management Darien, Connecticut	$3.36M	+$236K	1	2.35%	Increased
365	HighTower Advisors Chicago, Illinois	$3.36M	-$2.02M	2	0.04%	Reduced
366	GIM Goelzer Investment Management Carmel, Indiana	$3.34M	+$21.8K	1	0.53%	Increased
367	CIBC Private Wealth Group Atlanta, Georgia	$3.32M	+$290K	1	0.03%	Increased
368	HR Howe & Rusling Rochester, New York	$3.3M	-$146K	2	0.82%	Reduced
369	MUFG Americas New York	$3.25M	-$344K	2	0.12%	Reduced
370	PCA Private Capital Advisors Darien, Connecticut	$3.23M	-$1K	1	1.35%	Reduced
371	ACMM Arbor Capital Management (Minnesota) Minneapolis, Minnesota	$3.17M	-$1.06M	1	0.7%	Reduced
372	ACB Aristotle Capital Boston Boston, Massachusetts	$3.15M	+$47.9K	1	0.77%	Increased
373	SGAM Steinberg Global Asset Management Boca Raton, Florida	$3.14M	+$257K	1	0.62%	Increased
374	SAS Spectrum Advisory Services Atlanta, Georgia	$3.14M	-$23.6K	1	1.3%	Reduced
375	Johnson Investment Counsel Cincinnati, Ohio	$3.11M	-$2.09M	1	0.11%	Reduced