← 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	CF CNA Financial Chicago, Illinois	$4.36M	$0	2	1.17%	Maintained
352	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$4.35M	-$92.6K	2	0.05%	Reduced
353	CPIM Columbia Partners Investment Management Alexandria, Virginia	$4.35M	+$4.02M	2	0.31%	New
354	LSC Lesa Sroufe & Co Seattle, Washington	$4.34M	-$22K	1	4.23%	Reduced
355	SIC Schwartz Investment Counsel Plymouth, Michigan	$4.33M	+$1.99M	1	0.33%	Increased
356	Prudential plc London, England, United Kingdom	$4.32M	-$14.8M	1	0.02%	Reduced
357	MC Moors & Cabot Boston, Massachusetts	$4.3M	-$117K	1	0.78%	Reduced
358	PFC Phocas Financial Corp Alameda, California	$4.27M	+$3.77M	1	0.33%	New
359	Shinko Asset Management Company Tokyo, Japan	$4.27M	-$37.1K	3	0.03%	Reduced
360	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$4.17M	+$3.04K	1	3.79%	Increased
361	PP Paloma Partners Greenwich, Connecticut	$4.16M	-$11.3M	4	0.07%	Reduced
362	CAM Cypress Asset Management Houston, Texas	$4.16M	-$38.1K	1	0.85%	Reduced
363	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$4.07M	$0	1	0.59%	Maintained
364	Acadian Asset Management Boston, Massachusetts	$4.04M	-$11M	1	0.02%	Reduced
365	D.A. Davidson & Co Great Falls, Montana	$4.01M	-$452K	3	0.12%	Reduced
366	Eagle Asset Management St Petersburg, Florida	$4M	+$1.1M	1	0.03%	Increased
367	GIM Goelzer Investment Management Carmel, Indiana	$3.93M	-$60.7K	1	0.56%	Reduced
368	IRF IBM Retirement Fund Armonk, New York	$3.91M	-$2.91M	1	0.15%	Reduced
369	Williams Jones & Associates New York	$3.91M	-$4.32M	1	0.18%	Reduced
370	Fisher Asset Management Camas, Washington	$3.89M	$0	1	0.01%	Maintained
371	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$3.88M	-$391K	2	0.03%	Reduced
372	EI EAM Investors Solana Beach, California	$3.86M	-$1.84M	2	0.6%	Reduced
373	PC Passport Capital San Francisco, California	$3.85M	+$3.41M	1	0.06%	New
374	CAM Capstone Asset Management Houston, Texas	$3.84M	-$219K	3	0.11%	Reduced
375	Weiss Multi-Strategy Advisers New York	$3.8M	+$3.36M	1	0.17%	New