← 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	Varma Mutual Pension Insurance Co Helsinki, Finland	$6.12M	$0	1	0.18%	Maintained
377	NCM Nelson Capital Management Menlo Park, California	$6.09M	+$89.3K	1	1.4%	Increased
378	ECM Engine Capital Management New York	$6.04M	$0	1	5.68%	Maintained
379	CA Cullinan Associates Louisville, Kentucky	$5.97M	+$368K	1	0.43%	Increased
380	Chartwell Investment Partners Berywn, Pennsylvania	$5.96M	-$1.43M	1	0.18%	Reduced
381	Quadrature Capital London, United Kingdom	$5.88M	+$5.02M	2	0.49%	Increased
382	Marshall Wace North America New York	$5.86M	-$11.7M	2	0.04%	Reduced
383	Oppenheimer Asset Management New York	$5.85M	+$107K	3	0.13%	Increased
384	Jefferies Group New York	$5.82M	+$2.03M	4	0.04%	Increased
385	Balyasny Asset Management Chicago, Illinois	$5.81M	+$1.94M	3	0.03%	Increased
386	AIA AGF Investments America Toronto, Ontario, Canada	$5.8M	$0	1	2.01%	Maintained
387	Bahl & Gaynor Cincinnati, Ohio	$5.79M	-$736K	1	0.07%	Reduced
388	Bragg Financial Advisors Charlotte, North Carolina	$5.78M	+$281K	1	0.78%	Increased
389	DZ Bank Frankfurt Am Main, Germany	$5.7M	-$4.76M	3	0.02%	Reduced
390	WBC Westpac Banking Corp Sydney, Australia	$5.69M	+$446K	1	0.1%	Increased
391	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$5.68M	-$222K	1	3.62%	Reduced
392	Walleye Trading New York	$5.68M	-$606K	3	0.03%	Reduced
393	BCP Blue Chip Partners Farmington Hills, Michigan	$5.67M	+$769K	1	1.38%	Increased
394	SCM Signia Capital Management Spokane, Washington	$5.67M	+$4.82M	1	5.14%	New
395	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$5.63M	-$77.3K	1	0.58%	Reduced
396	GIM Goelzer Investment Management Carmel, Indiana	$5.63M	-$11.5K	1	0.63%	Reduced
397	SAM Steinberg Asset Management New York	$5.61M	-$1.22M	1	3.26%	Reduced
398	Nissay Asset Management Tokyo, Japan	$5.58M	+$86.1K	2	0.15%	Increased
399	BFG Beacon Financial Group Dallas, Texas	$5.52M	-$158K	1	0.93%	Reduced
400	Capital Fund Management (CFM) Paris, France	$5.46M	-$3.51M	1	0.03%	Reduced