← 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	DILH Dai-ichi Life Holdings Tokyo, Japan	$3.99M	-$343K	3	0.12%	Reduced
377	PP Palladium Partners Norfolk, Virginia	$3.98M	-$136K	1	0.36%	Reduced
378	LSA L & S Advisors Los Angeles, California	$3.93M	+$1.89M	1	1%	Increased
379	LPU Lansdowne Partners (UK) London, United Kingdom	$3.85M	+$830K	1	0.03%	Increased
380	SGAM Steinberg Global Asset Management Boca Raton, Florida	$3.84M	+$3.34M	1	0.73%	Increased
381	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$3.83M	+$4.14M	1	0.41%	New
382	PP Paloma Partners Greenwich, Connecticut	$3.83M	+$1.28M	2	0.07%	Increased
383	Mirae Asset Global Investments Seoul, South Korea	$3.79M	+$203K	1	0.12%	Increased
384	OA Oak Associates Akron, Ohio	$3.76M	+$462K	2	0.46%	Increased
385	KCA KR Capital Advisors New York	$3.74M	-$237K	1	1.35%	Reduced
386	LM Luminus Management Houston, Texas	$3.71M	-$431K	1	0.12%	Reduced
387	EWM Endurance Wealth Management Providence, Rhode Island	$3.71M	+$21.2K	1	0.62%	Increased
388	GE General Electric Evendale, Ohio	$3.69M	+$722K	1	0.01%	Increased
389	Gradient Investments Arden Hills, Minnesota	$3.69M	+$188K	1	0.5%	Increased
390	F.L. Putnam Investment Management Lynnfield, Massachusetts	$3.66M	+$2.34M	1	0.41%	Increased
391	GIA Gargoyle Investment Advisor Englewood, New Jersey	$3.65M	-$136K	2	1.39%	Reduced
392	PP Prospector Partners Guilford, Connecticut	$3.63M	-$2.8M	1	0.43%	Reduced
393	WAM World Asset Management Detroit, Michigan	$3.61M	-$451K	2	0.14%	Reduced
394	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.6M	+$43.5K	1	0.46%	Increased
395	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$3.59M	-$4.84M	1	0.3%	Reduced
396	ST Semper Trust King Of Prussia, Pennsylvania	$3.59M	-$359K	1	1.67%	Reduced
397	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.59M	+$17.8K	3	0.17%	Increased
398	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$3.54M	-$693K	1	0.06%	Reduced
399	Parallax Volatility Advisers San Francisco, California	$3.54M	-$756K	4	0.01%	Reduced
400	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$3.49M	-$137K	2	0.66%	Reduced