← 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
376	ProShare Advisors Bethesda, Maryland	$4.14M	-$1.97M	5	0.1%	Reduced
377	Calamos Wealth Management Naperville, Illinois	$4.13M	-$492K	1	1.35%	Reduced
378	ST Stifel Trust St. Louis, Missouri	$4.1M	+$3.92M	1	0.82%	Increased
379	Oregon Public Employees Retirement Fund Tigard, Oregon	$4.09M	+$47.1K	1	0.17%	Increased
380	FMT First Mercantile Trust Cordova, Tennessee	$4.07M	-$229K	3	0.33%	Reduced
381	ZCM Ziegler Capital Management Chicago, Illinois	$4.04M	+$2.1M	2	0.35%	Increased
382	First Citizens Bank & Trust Raleigh, North Carolina	$4.03M	-$137K	2	0.15%	Reduced
383	GIM Goelzer Investment Management Carmel, Indiana	$4.02M	-$3.71M	1	0.82%	Reduced
384	Sumitomo Life Insurance Tokyo, Japan	$3.99M	+$3.9M	1	0.37%	New
385	PCM Palouse Capital Management Spokane, Washington	$3.99M	-$8.33K	1	1.61%	Reduced
386	Commonwealth Equity Services Waltham, Massachusetts	$3.95M	+$410K	3	0.06%	Increased
387	FSA Financial Sense Advisors San Diego, California	$3.94M	+$3.84M	1	1.71%	New
388	QAM Quentec Asset Management New York	$3.92M	+$296K	1	1.31%	Increased
389	Segall Bryant & Hamill Chicago, Illinois	$3.92M	+$122K	2	0.1%	Increased
390	MAM Mizuho Asset Management Tokyo, Japan	$3.88M	-$884K	2	0.58%	Reduced
391	CF CNA Financial Chicago, Illinois	$3.82M	+$727K	1	0.77%	Increased
392	NCM Novare Capital Management Charlotte, North Carolina	$3.77M	+$1.09M	1	1.17%	Increased
393	TC TFS Capital West Chester, Pennsylvania	$3.77M	+$3.41M	1	0.17%	Increased
394	QIM Quantitative Investment Management Charlottesville, Virginia	$3.75M	+$1.48M	2	0.33%	Increased
395	NIP Nicholas Investment Partners Rancho Santa Fe, California	$3.72M	+$574K	2	0.31%	Increased
396	HT HAP Trading New York	$3.61M	+$3.52M	1	0.12%	New
397	PP Patten & Patten Chattanooga, Tennessee	$3.58M	+$119K	1	0.55%	Increased
398	Two Sigma Advisers New York	$3.55M	-$200K	2	0.04%	Reduced
399	GCA Greenwood Capital Associates Greenwood, South Carolina	$3.53M	+$1.28M	1	1.25%	Increased
400	AssetMark Inc Concord, California	$3.53M	+$3.44M	1	0.09%	New