← 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	Trexquant Investment Stamford, Connecticut	$3.18M	+$101K	3	0.28%	Increased
377	Fisher Asset Management Camas, Washington	$3.12M	+$390K	1	0.01%	Increased
378	SAS Spectrum Advisory Services Atlanta, Georgia	$3.11M	-$75.8K	1	1.24%	Reduced
379	CAM ClariVest Asset Management San Diego, California	$3.04M	+$351K	2	0.09%	Increased
380	Victory Capital Management San Antonio, Texas	$3M	+$672K	3	0.01%	Increased
381	SGAM Steinberg Global Asset Management Boca Raton, Florida	$3M	-$194K	1	0.58%	Reduced
382	NIMC NWQ Investment Management Company Los Angeles, California	$2.99M	+$3.11M	1	0.05%	New
383	WAM World Asset Management Detroit, Michigan	$2.98M	+$70.6K	2	0.11%	Increased
384	BOK Financial Tulsa, Oklahoma	$2.97M	-$682K	1	0.11%	Reduced
385	Dynamic Advisor Solutions Phoenix, Arizona	$2.97M	+$3.09M	1	1.23%	New
386	HL Financial Services Louisville, Kentucky	$2.95M	+$463K	2	0.08%	Increased
387	KCM Kingdon Capital Management New York	$2.92M	-$2.15M	1	0.14%	Reduced
388	CC Colrain Capital Boston, Massachusetts	$2.91M	-$856K	1	0.29%	Reduced
389	AFWA Ancora Family Wealth Advisors Cleveland, Ohio	$2.86M	+$58.3K	1	1.22%	Increased
390	ECM Estabrook Capital Management New York	$2.83M	-$118K	1	0.41%	Reduced
391	Eagle Asset Management St Petersburg, Florida	$2.83M	+$2.76M	1	0.02%	New
392	Raymond James Financial Services Advisors St. Petersburg, Florida	$2.83M	+$182K	1	0.03%	Increased
393	TCW Group Los Angeles, California	$2.8M	-$105K	2	0.02%	Reduced
394	Foresters Investment Management New York	$2.79M	-$3.84M	1	0.06%	Reduced
395	VAM Visium Asset Management New York	$2.75M	+$2.37M	1	0.04%	Increased
396	Verition Fund Management Greenwich, Connecticut	$2.74M	+$1.85M	1	0.52%	Increased
397	Johnson Investment Counsel Cincinnati, Ohio	$2.73M	-$443K	1	0.1%	Reduced
398	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$2.72M	-$1.52M	1	1.29%	Reduced
399	BCM Bourgeon Capital Management Darien, Connecticut	$2.68M	-$758K	1	1.72%	Reduced
400	Robeco Institutional Asset Management Rotterdam, Netherlands	$2.67M	+$579K	1	0.02%	Increased