← 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	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$4.43M	-$594K	1	0.03%	Reduced
377	Mutual of America Capital Management New York	$4.38M	-$121K	1	0.1%	Reduced
378	OIM Opus Investment Management Worcester, Massachusetts	$4.37M	+$340K	1	0.77%	Increased
379	JP Morgan Private Wealth Advisors San Francisco, California	$4.34M	-$1.64M	2	0.05%	Reduced
380	GIM Goelzer Investment Management Carmel, Indiana	$4.34M	-$54.3K	1	0.65%	Reduced
381	HBK Investments Dallas, Texas	$4.33M	-$779K	2	0.04%	Reduced
382	Parallax Volatility Advisers San Francisco, California	$4.3M	-$758K	4	0.01%	Reduced
383	CC Curian Capital Denver, Colorado	$4.29M	+$687K	1	0.07%	Increased
384	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$4.25M	-$1.66M	2	0.08%	Reduced
385	PCA Private Capital Advisors Darien, Connecticut	$4.22M	-$16.5K	1	1.54%	Reduced
386	LM Luminus Management Houston, Texas	$4.15M	-$1.29M	1	0.15%	Reduced
387	PP Palladium Partners Norfolk, Virginia	$4.14M	-$89.8K	1	0.35%	Reduced
388	GIA Gargoyle Investment Advisor Englewood, New Jersey	$4.11M	-$871K	2	1.55%	Reduced
389	WAM World Asset Management Detroit, Michigan	$4.1M	-$19.1K	2	0.14%	Reduced
390	BCM Bourgeon Capital Management Darien, Connecticut	$4.1M	-$40.8K	1	2.51%	Reduced
391	HR Howe & Rusling Rochester, New York	$4.04M	+$709K	3	0.91%	Increased
392	CIBC Private Wealth Group Atlanta, Georgia	$4.02M	-$37.5K	1	0.03%	Reduced
393	DIA Denver Investment Advisors Denver, Colorado	$4.01M	+$177K	1	0.13%	Increased
394	GH GAM Holding Zurich, Switzerland	$4M	+$427K	2	0.06%	Increased
395	KCA KR Capital Advisors New York	$3.99M	-$2.73M	1	1.36%	Reduced
396	AIC AWM Investment Company New York	$3.98M	$0	1	0.55%	Maintained
397	SG Americas Securities New York	$3.96M	-$11.7M	5	0.02%	Reduced
398	ST Semper Trust King Of Prussia, Pennsylvania	$3.96M	-$559K	1	1.72%	Reduced
399	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$3.95M	-$526K	2	0.7%	Reduced
400	MWVC Morgens Waterfall Vintiadis & Co New York	$3.94M	+$83.2K	1	2.53%	Increased