← 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	$7.02M	-$3.18M	4	0.03%	Reduced
352	Discovery Capital Management South Norwalk, Connecticut	$7.02M	+$7M	1	0.22%	New
353	Lincoln National Corp Radnor, Pennsylvania	$6.99M	+$3.38M	1	0.21%	Increased
354	Axiom Investors Greenwich, Connecticut	$6.98M	-$2.32M	1	0.17%	Reduced
355	BHTS Bar Harbor Trust Services Ellsworth, Maine	$6.95M	-$39.9K	1	3.67%	Reduced
356	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$6.93M	-$5.53M	2	0.05%	Reduced
357	Vident Investment Advisory Alpharetta, Georgia	$6.9M	-$465K	2	0.31%	Reduced
358	PP Prospector Partners Guilford, Connecticut	$6.89M	+$7.77K	1	1%	Increased
359	Bahl & Gaynor Cincinnati, Ohio	$6.87M	+$55.7K	1	0.07%	Increased
360	BNP Paribas Asset Management Paris, France	$6.86M	-$3.34M	2	0.06%	Reduced
361	AEGON Asset Management (UK) Edinburgh, United Kingdom	$6.82M	+$547K	1	0.17%	Increased
362	FCI Financial Counselors Inc Overland Park, Kansas	$6.8M	+$4.12M	1	0.31%	Increased
363	Manning & Napier Group Fairport, New York	$6.79M	+$6.68M	1	0.06%	New
364	Jane Street New York	$6.76M	-$11.8M	3	0.02%	Reduced
365	Jefferies Group New York	$6.75M	-$2.23M	3	0.03%	Reduced
366	NCGI Next Century Growth Investors Plymouth, Minnesota	$6.59M	-$484K	1	0.82%	Reduced
367	Carnegie Investment Counsel Pepper Pike, Ohio	$6.57M	+$1.15M	1	0.58%	Increased
368	Utah Retirement Systems Salt Lake City, Utah	$6.56M	+$93.3K	1	0.14%	Increased
369	PCM Palouse Capital Management Spokane, Washington	$6.47M	-$1.87K	1	2.19%	Reduced
370	EWM Edge Wealth Management New York	$6.34M	-$610K	1	1.79%	Reduced
371	Synovus Financial Columbus, Georgia	$6.26M	+$525K	1	0.11%	Increased
372	MetLife Investment Management Whippany, New Jersey	$6.17M	+$6.53M	3	0.07%	New
373	RBA Richard Bernstein Advisors New York	$6.14M	$0	1	0.27%	Maintained
374	Chartwell Investment Partners Berywn, Pennsylvania	$6.1M	+$1.82M	2	0.21%	Increased
375	Employees Retirement System of Texas Austin, Texas	$5.97M	+$4.68M	2	0.08%	Increased