← 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
401	CA Cullinan Associates Louisville, Kentucky	$2.53M	+$2.43M	1	0.34%	New
402	SIA SeaBridge Investment Advisors Summit, New Jersey	$2.52M	+$2.42M	1	0.67%	New
403	Trillium Asset Management Boston, Massachusetts	$2.52M	+$2.41M	1	0.31%	New
404	CAM Cubic Asset Management Boston, Massachusetts	$2.5M	+$2.4M	1	0.86%	New
405	KAM Keeley Asset Management Chicago, Illinois	$2.5M	+$2.4M	1	0.05%	New
406	EI EAM Investors Solana Beach, California	$2.44M	+$2.26M	2	0.53%	New
407	PP Paloma Partners Greenwich, Connecticut	$2.44M	+$2.34M	1	0.14%	New
408	ECM Empire Capital Management Westport, Connecticut	$2.41M	+$2.37M	1	0.29%	New
409	GF Genworth Financial Glen Allen, Virginia	$2.41M	+$2.31M	1	0.08%	New
410	Los Angeles Capital Management Los Angeles, California	$2.39M	+$2.23M	2	0.03%	New
411	SHA Smith Hayes Advisers Lincoln, Nebraska	$2.36M	+$2.26M	1	0.98%	New
412	Curi RMB Capital Chicago, Illinois	$2.32M	+$2.22M	1	0.18%	New
413	Brandywine Global Investment Management Philadelphia, Pennsylvania	$2.29M	+$2.13M	1	0.02%	New
414	Mirae Asset Global Investments Seoul, South Korea	$2.28M	+$2.18M	1	0.12%	New
415	Cornerstone Investment Partners Atlanta, Georgia	$2.27M	+$2.17M	1	0.04%	New
416	Norinchukin Bank Tokyo, Japan	$2.26M	+$2.17M	1	0.07%	New
417	Central Trust Company Jefferson City, Missouri	$2.26M	+$2.16M	1	0.21%	New
418	FSC Fiduciary Services Corp Savannah, Georgia	$2.17M	+$2.08M	1	0.97%	New
419	Barings Charlotte, North Carolina	$2.15M	+$2.06M	1	0.1%	New
420	GCA Greenwood Capital Associates Greenwood, South Carolina	$2.12M	+$2.03M	1	0.92%	New
421	FAM Forty4 Asset Management Chicago, Illinois	$2.09M	+$2M	1	0.73%	New
422	QIM Quantitative Investment Management Charlottesville, Virginia	$2.09M	+$1.99M	3	0.37%	New
423	Donaldson Capital Management Evansville, Indiana	$2.08M	+$2M	1	0.47%	New
424	CT Coastline Trust Providence, Rhode Island	$2.06M	+$1.97M	1	0.64%	New
425	Prudential plc London, England, United Kingdom	$2.05M	+$1.96M	2	0.01%	New