← 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	Apriem Advisors Irvine, California	$7.6M	+$83.8K	1	1.86%	Increased
352	State of Michigan Retirement System Lansing, Michigan	$7.53M	-$4.49M	2	0.06%	Reduced
353	Lowe Brockenbrough & Co Richmond, Virginia	$7.53M	+$16.4K	2	1.11%	Increased
354	Capital International Sarl Los Angeles, California	$7.52M	+$1.73M	1	0.72%	Increased
355	FCI Financial Counselors Inc Overland Park, Kansas	$7.39M	+$528K	1	0.35%	Increased
356	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$7.36M	-$681K	1	0.15%	Reduced
357	CA Claar Advisors New York	$7.35M	-$1.91M	1	2.63%	Reduced
358	SV Sturgeon Ventures London, United Kingdom	$7.34M	+$7.54M	1	3.33%	New
359	ProShare Advisors Bethesda, Maryland	$7.29M	+$25.9K	3	0.05%	Increased
360	Bahl & Gaynor Cincinnati, Ohio	$7.29M	+$212K	1	0.08%	Increased
361	Oberweis Asset Management Lisle, Illinois	$7.16M	-$659K	1	1.88%	Reduced
362	Oregon Public Employees Retirement Fund Tigard, Oregon	$7.14M	+$27.1K	3	0.11%	Increased
363	Chartwell Investment Partners Berywn, Pennsylvania	$7.12M	+$1M	2	0.24%	Increased
364	AEGON Asset Management (UK) Edinburgh, United Kingdom	$7.03M	+$11.5K	1	0.18%	Increased
365	Cubist Systematic Strategies Stamford, Connecticut	$7.02M	+$2.93M	4	0.41%	Increased
366	First National Bank of Omaha Omaha, Nebraska	$7M	+$4.86M	1	0.42%	Increased
367	BHTS Bar Harbor Trust Services Ellsworth, Maine	$6.99M	-$40.4K	1	3.85%	Reduced
368	Lansdowne Partners (UK) London, United Kingdom	$6.97M	-$467K	1	0.07%	Reduced
369	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$6.96M	-$149K	1	0.67%	Reduced
370	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$6.94M	-$674K	2	0.1%	Reduced
371	MN Services Vermogensbeheer The Hague, Netherlands	$6.9M	$0	2	0.18%	Maintained
372	PCM Palouse Capital Management Spokane, Washington	$6.88M	+$344K	1	2.29%	Increased
373	MCIM Meadow Creek Investment Management Atlanta, Georgia	$6.84M	-$3.5M	3	0.15%	Reduced
374	PP Prospector Partners Guilford, Connecticut	$6.82M	-$148K	1	1%	Reduced
375	Leuthold Group Minneapolis, Minnesota	$6.78M	-$1.14M	1	0.77%	Reduced