← 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	OA Oak Associates Akron, Ohio	$3.09M	-$431K	2	0.41%	Reduced
377	Wolverine Asset Management Chicago, Illinois	$3.07M	+$2.97M	1	0.07%	New
378	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.05M	+$24.4K	3	0.16%	Increased
379	OI Oakbrook Investments Lisle, Illinois	$3.01M	+$1.7M	1	0.2%	Increased
380	Trexquant Investment Stamford, Connecticut	$2.98M	+$264K	1	0.26%	Increased
381	Shinko Asset Management Company Tokyo, Japan	$2.95M	+$2.53M	3	0.03%	Increased
382	CC Cipher Capital New York	$2.93M	+$241K	2	0.41%	Increased
383	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.92M	+$1.78M	2	0.02%	Increased
384	ECM Estabrook Capital Management New York	$2.9M	-$7.37M	1	0.42%	Reduced
385	WAM World Asset Management Detroit, Michigan	$2.86M	+$69.2K	2	0.12%	Increased
386	TCW Group Los Angeles, California	$2.81M	+$1.03M	2	0.02%	Increased
387	CG Clinton Group New York	$2.81M	+$1.36M	2	0.26%	Increased
388	GE General Electric Evendale, Ohio	$2.8M	$0	1	0.01%	Maintained
389	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$2.77M	+$3.18M	1	1.15%	New
390	City National Bank Beverly Hills, Delaware	$2.75M	-$481K	1	0.02%	Reduced
391	Manning & Napier Advisors Fairport, New York	$2.73M	-$386K	1	0.01%	Reduced
392	CA Cullinan Associates Louisville, Kentucky	$2.72M	+$137K	1	0.25%	Increased
393	CAM Capstone Asset Management Houston, Texas	$2.71M	+$53.3K	3	0.08%	Increased
394	EWM Endurance Wealth Management Providence, Rhode Island	$2.7M	-$297K	1	0.47%	Reduced
395	New Mexico Educational Retirement Board Santa Fe, New Mexico	$2.69M	+$136K	1	0.13%	Increased
396	Carnegie Investment Counsel Pepper Pike, Ohio	$2.68M	-$10.7K	1	0.46%	Reduced
397	Los Angeles Capital Management Los Angeles, California	$2.65M	+$809	3	0.03%	Increased
398	Oppenheimer & Co New York	$2.63M	-$1.69M	2	0.08%	Reduced
399	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.62M	+$2.68M	1	0.04%	Increased
400	PP Palladium Partners Norfolk, Virginia	$2.61M	-$483K	1	0.26%	Reduced