← 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	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.89M	-$16.7K	3	0.19%	Reduced
402	Sumitomo Life Insurance Tokyo, Japan	$3.85M	-$473K	1	0.37%	Reduced
403	ECM EagleClaw Capital Management Boston, Massachusetts	$3.82M	+$3.74M	1	2.76%	New
404	MC Moors & Cabot Boston, Massachusetts	$3.8M	+$3.72M	1	0.96%	New
405	MIU Man Investments (UK) London, United Kingdom	$3.77M	+$2.35M	2	0.33%	Increased
406	Mirae Asset Global Investments Seoul, South Korea	$3.77M	+$507K	1	0.1%	Increased
407	Aberdeen Asset Management Aberdeen, United Kingdom	$3.73M	$0	1	0.01%	Maintained
408	Robeco Schweiz Zurich, Switzerland	$3.73M	-$370K	1	0.32%	Reduced
409	B BP London, United Kingdom	$3.68M	+$3.61M	1	0.12%	New
410	Clark Capital Management Group Philadelphia, Pennsylvania	$3.68M	-$3.47M	1	0.32%	Reduced
411	CF CNA Financial Chicago, Illinois	$3.63M	$0	1	0.73%	Maintained
412	HR Howe & Rusling Rochester, New York	$3.63M	+$352K	3	0.89%	Increased
413	MIS Morningstar Investment Services Chicago, Illinois	$3.61M	+$2.78M	1	0.25%	Increased
414	CAM Capstone Asset Management Houston, Texas	$3.59M	-$625K	3	0.11%	Reduced
415	GH GAM Holding Zurich, Switzerland	$3.57M	+$2.25M	3	0.06%	Increased
416	MLL Moody Lynn & Lieberson Boston, Massachusetts	$3.57M	+$765K	1	0.52%	Increased
417	SAMNY Samsung Asset Management (New York) New York	$3.53M	-$217K	1	1.24%	Reduced
418	AIA Alerus Investment Advisors Wayzata, Minnesota	$3.52M	-$2.57M	1	0.76%	Reduced
419	SFS Strategic Financial Services Utica, New York	$3.51M	+$202K	1	1.03%	Increased
420	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.47M	+$131K	2	0.75%	Increased
421	HHC Hutchin Hill Capital New York	$3.44M	-$755K	2	0.18%	Reduced
422	Whitebox Advisors Minneapolis, Minnesota	$3.38M	+$768K	1	0.14%	Increased
423	People's United Financial Bridgeport, Connecticut	$3.37M	+$6.41K	1	0.2%	Increased
424	CIBC Private Wealth Group Atlanta, Georgia	$3.37M	+$3.24M	1	0.03%	New
425	DIA Denver Investment Advisors Denver, Colorado	$3.36M	-$53.8K	1	0.1%	Reduced