← 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	First National Bank of Omaha Omaha, Nebraska	$6.7M	+$161K	1	0.39%	Increased
352	CC Carlson Capital Dallas, Texas	$6.7M	-$47.3M	1	0.09%	Reduced
353	HL Financial Services Louisville, Kentucky	$6.67M	+$92.8K	2	0.12%	Increased
354	BHTS Bar Harbor Trust Services Ellsworth, Maine	$6.62M	+$77.7K	1	3.6%	Increased
355	Carnegie Investment Counsel Pepper Pike, Ohio	$6.56M	+$161K	1	0.5%	Increased
356	Gotham Asset Management New York	$6.54M	-$10.1M	1	0.09%	Reduced
357	ECM Engine Capital Management New York	$6.49M	+$6.85M	1	4.44%	New
358	Mutual of America Capital Management New York	$6.49M	-$4.49M	3	0.1%	Reduced
359	TW Transform Wealth Greenwood Village, Colorado	$6.48M	+$3.51M	1	1.17%	Increased
360	CCM Cadence Capital Management Boston, Massachusetts	$6.42M	+$457K	2	0.38%	Increased
361	SAM Southeastern Asset Management Memphis, Tennessee	$6.39M	+$1.2M	1	0.07%	Increased
362	MN Services Vermogensbeheer The Hague, Netherlands	$6.36M	$0	2	0.16%	Maintained
363	Artemis Investment Management Edinburgh, United Kingdom	$6.36M	-$9M	1	0.09%	Reduced
364	PCM Palouse Capital Management Spokane, Washington	$6.34M	-$100K	1	2.15%	Reduced
365	PP Prospector Partners Guilford, Connecticut	$6.32M	-$61.9K	1	0.88%	Reduced
366	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$6.31M	-$22.8K	1	0.59%	Reduced
367	Foresters Investment Management New York	$6.3M	+$54.1K	1	0.11%	Increased
368	Oppenheimer Asset Management New York	$6.23M	+$20.3K	3	0.15%	Increased
369	TEE Tibra Equities Europe London, United Kingdom	$6.21M	+$5.92M	1	0.93%	New
370	AIA AGF Investments America Toronto, Ontario, Canada	$6.17M	-$664K	1	2.28%	Reduced
371	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$6.11M	+$532K	2	0.06%	Increased
372	Rafferty Asset Management New York	$6.09M	-$38.8K	1	0.09%	Reduced
373	Cubist Systematic Strategies Stamford, Connecticut	$6.01M	-$821K	2	0.3%	Reduced
374	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.99M	-$478K	2	0.09%	Reduced
375	OMERS Administration Corp Toronto, Ontario, Canada	$5.97M	+$2.36M	1	0.06%	Increased