← 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	Point72 Asset Management Stamford, Connecticut	$22.8M	-$68.6M	2	0.06%	Reduced
377	Atria Investments Charlotte, North Carolina	$22.8M	-$2.03M	4	0.3%	Reduced
378	AMF Tjänstepension Stockholm, Sweden	$22.7M	-$15.7M	1	0.17%	Reduced
379	LBC Lowe Brockenbrough & Co Richmond, Virginia	$22.6M	-$148K	2	1.51%	Reduced
380	SEM Suncoast Equity Management Tampa, Florida	$22.3M	+$720K	1	2.47%	Increased
381	Vanguard Personalized Indexing Management Oakland, California	$22.2M	+$2.97M	6	0.42%	Increased
382	CIG Cullen Investment Group Lafayette, Louisiana	$22.2M	-$468K	1	3.54%	Reduced
383	Mediolanum International Funds Dublin 1, Ireland	$22.1M	+$6.82M	2	0.36%	Increased
384	Avantax Advisory Services Dallas, Texas	$22.1M	+$15.4M	5	0.16%	Increased
385	ZP Zimmer Partners New York	$21.9M	+$5.4M	1	0.4%	Increased
386	Zurich Insurance Group Zurich, Switzerland	$21.7M	-$49.7M	1	0.19%	Reduced
387	Baker Avenue Asset Management San Francisco, California	$21.7M	-$2.28M	2	0.74%	Reduced
388	Capital Advisors Inc Tulsa, Oklahoma	$21.6M	-$3.38M	1	0.45%	Reduced
389	Engineers Gate Manager New York	$21.5M	+$195K	5	0.49%	Increased
390	CIBC World Markets New York	$21.3M	-$34.1M	2	0.14%	Reduced
391	WesBanco Bank Wheeling, West Virginia	$21.2M	-$1.05M	1	0.79%	Reduced
392	CIA CCM Investment Advisers Columbia, South Carolina	$21.1M	-$667K	1	2.48%	Reduced
393	Huntington National Bank Columbus, Ohio	$21M	+$842K	7	0.16%	Increased
394	TCM Tributary Capital Management Omaha, Nebraska	$20.5M	+$57.6K	2	1.7%	Increased
395	Bailard Foster City, California	$20.3M	-$103K	1	0.56%	Reduced
396	Cresset Asset Management Chicago, Illinois	$20M	+$3.33M	4	0.08%	Increased
397	BDAM Blue Door Asset Management Stamford, Connecticut	$19.7M	-$2.84M	1	11.37%	Reduced
398	DBG De Burlo Group Boston, Massachusetts	$19.7M	+$8.65M	1	2.64%	Increased
399	SAM Scopus Asset Management New York	$19.5M	-$41.6M	1	0.39%	Reduced
400	CAPTRUST Financial Advisors Raleigh, North Carolina	$19.5M	+$1.45M	4	0.06%	Increased