← 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	ProShare Advisors Bethesda, Maryland	$3.18M	-$263K	3	0.04%	Reduced
402	WAM World Asset Management Detroit, Michigan	$3.18M	+$65.7K	2	0.12%	Increased
403	Carnegie Investment Counsel Pepper Pike, Ohio	$3.18M	-$39.6K	1	0.45%	Reduced
404	TCW Group Los Angeles, California	$3.15M	+$73.7K	2	0.02%	Increased
405	O'Shaughnessy Asset Management Stamford, Connecticut	$3.13M	+$1.29M	2	0.08%	Increased
406	NIMC NWQ Investment Management Company Los Angeles, California	$3.13M	$0	1	0.05%	Maintained
407	ECM Estabrook Capital Management New York	$3.11M	-$63K	1	0.47%	Reduced
408	BCM Bourgeon Capital Management Darien, Connecticut	$3.09M	-$98.3K	1	2.01%	Reduced
409	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$3.07M	-$1.07M	2	0.02%	Reduced
410	AMG National Trust Bank Greenwood Village, Colorado	$3.06M	+$2.52K	1	0.27%	Increased
411	Clifford Swan Investment Counsel Pasadena, California	$3.06M	+$202K	2	0.21%	Increased
412	BOK Financial Tulsa, Oklahoma	$3.03M	-$368K	1	0.11%	Reduced
413	FNT First Nebraska Trust Lincoln, Nebraska	$3.02M	-$38.4K	1	0.79%	Reduced
414	PointState Capital New York	$3.01M	+$3.1M	1	0.06%	New
415	William Blair & Company Chicago, Illinois	$3.01M	+$32K	2	0.03%	Increased
416	MLICM Metropolitan Life Insurance Company (MetLife) New York	$3M	+$14.3K	2	0.02%	Increased
417	Meag Munich Ergo Munich, Germany	$3M	-$246K	1	0.27%	Reduced
418	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.94M	+$1.44M	2	0.03%	Increased
419	AT Arden Trust Wilmington, Delaware	$2.92M	-$47K	1	0.22%	Reduced
420	Vident Investment Advisory Alpharetta, Georgia	$2.91M	-$3.07M	1	0.41%	Reduced
421	UR USCA RIA Houston, Texas	$2.88M	+$58.8K	1	0.48%	Increased
422	First Citizens Bank & Trust Raleigh, North Carolina	$2.87M	+$467K	2	0.26%	Increased
423	FIM Freedom Investment Management Hartford, Connecticut	$2.86M	+$452K	3	0.2%	Increased
424	Fifth Third Bancorp Cincinnati, Ohio	$2.85M	+$255K	1	0.02%	Increased
425	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$2.85M	-$219K	1	1.35%	Reduced