← 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	Advisors Asset Management Monument, Colorado	$3.32M	-$291K	3	0.06%	Reduced
402	ECM Estabrook Capital Management New York	$3.32M	-$76.2K	1	0.49%	Reduced
403	Virtu KCG Holdings New York	$3.3M	+$1.74M	4	0.09%	Increased
404	CIBC Asset Management Toronto, Ontario, Canada	$3.29M	+$529K	1	0.02%	Increased
405	NIMC NWQ Investment Management Company Los Angeles, California	$3.28M	-$277K	1	0.05%	Reduced
406	WAM World Asset Management Detroit, Michigan	$3.25M	-$254K	2	0.13%	Reduced
407	Sumitomo Life Insurance Tokyo, Japan	$3.22M	+$89.2K	1	0.42%	Increased
408	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$3.21M	-$55.5K	1	1.55%	Reduced
409	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.2M	+$27.6K	1	0.15%	Increased
410	TCW Group Los Angeles, California	$3.2M	-$35.6K	2	0.02%	Reduced
411	AMG National Trust Bank Greenwood Village, Colorado	$3.2M	+$800K	1	0.29%	Increased
412	DC Deere & Company Moline, Illinois	$3.2M	+$2.03M	1	0.17%	Increased
413	FNT First Nebraska Trust Lincoln, Nebraska	$3.2M	+$2.83M	1	0.88%	New
414	GP GLG Partners London, United Kingdom	$3.18M	-$597K	1	0.09%	Reduced
415	IA Icon Advisers Greenwood Village, Colorado	$3.17M	+$967K	2	0.23%	Increased
416	RBA Richard Bernstein Advisors New York	$3.16M	+$2.66M	1	0.32%	New
417	SGAM Smith Group Asset Management Dallas, Texas	$3.16M	-$21.9K	1	0.09%	Reduced
418	Carnegie Investment Counsel Pepper Pike, Ohio	$3.13M	+$5.52K	1	0.48%	Increased
419	AT Arden Trust Wilmington, Delaware	$3.11M	+$463K	1	0.25%	Increased
420	Artemis Investment Management Edinburgh, United Kingdom	$3.11M	-$3.03M	1	0.08%	Reduced
421	Manning & Napier Advisors Fairport, New York	$3.07M	-$47.7K	1	0.02%	Reduced
422	William Blair & Company Chicago, Illinois	$3.04M	-$598K	2	0.03%	Reduced
423	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$3.03M	+$1.16M	2	0.13%	Increased
424	LNB Ledyard National Bank	$3.01M	-$2.92M	2	0.53%	Reduced
425	Brookstone Capital Management Wheaton, Illinois	$3M	+$2.65M	1	0.45%	New