← 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	Advisors Asset Management Monument, Colorado	$7.15M	+$1.16M	4	0.12%	Increased
352	HL Financial Services Louisville, Kentucky	$7.12M	+$653K	2	0.11%	Increased
353	MN Services Vermogensbeheer The Hague, Netherlands	$7.11M	$0	2	0.17%	Maintained
354	Advisor Group Phoenix, Arizona	$7.11M	+$1.6M	6	0.07%	Increased
355	HAM Hillcrest Asset Management Plano, Texas	$7.08M	-$181K	1	1.35%	Reduced
356	Quantbot Technologies New York	$7.08M	+$5.3M	4	0.5%	Increased
357	Meag Munich Ergo Munich, Germany	$7.03M	+$2.83M	1	0.42%	Increased
358	OMERS Administration Corp Toronto, Ontario, Canada	$7M	+$65.4K	1	0.07%	Increased
359	Advisors Capital Management Ridgewood, New Jersey	$6.97M	+$124K	1	0.46%	Increased
360	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$6.91M	+$268K	2	0.07%	Increased
361	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$6.83M	-$7.12K	2	0.11%	Reduced
362	Capital Research Global Investors Los Angeles, California	$6.78M	-$349M	1	0%	Reduced
363	Fisher Asset Management Camas, Washington	$6.6M	-$1.14M	1	0.01%	Reduced
364	Foresters Investment Management New York	$6.55M	-$720K	1	0.1%	Reduced
365	Capital Guardian Trust Los Angeles, California	$6.55M	-$65.6M	2	0.09%	Reduced
366	KC Kepos Capital New York	$6.5M	+$5.37M	1	0.33%	Increased
367	CIC Cornercap Investment Counsel Atlanta, Georgia	$6.48M	-$32.7K	1	0.85%	Reduced
368	PAM Private Asset Management San Diego, California	$6.45M	+$22.1K	1	1.02%	Increased
369	HR Howe & Rusling Rochester, New York	$6.32M	-$20.3K	2	1.06%	Reduced
370	CG Clinton Group New York	$6.31M	+$6.28M	2	2.26%	New
371	Mitsubishi UFJ Asset Management Tokyo, Japan	$6.21M	-$56.8K	2	0.13%	Reduced
372	Intact Investment Management Montreal, Quebec, Canada	$6.19M	+$556K	1	0.22%	Increased
373	Cubist Systematic Strategies Stamford, Connecticut	$6.17M	+$41.1K	4	0.34%	Increased
374	Ladenburg Thalmann Financial Services Miami, Florida	$6.16M	+$84.8K	6	0.05%	Increased
375	Barings Charlotte, North Carolina	$6.13M	-$4.37M	3	0.09%	Reduced