← 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	Cubist Systematic Strategies Stamford, Connecticut	$3.85M	+$1.44M	3	0.31%	Increased
402	SGAM Smith Group Asset Management Dallas, Texas	$3.85M	-$1.26M	1	0.11%	Reduced
403	CAM Capstone Asset Management Houston, Texas	$3.84M	-$3.74K	3	0.11%	Reduced
404	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$3.83M	-$954K	2	0.14%	Reduced
405	B BP London, United Kingdom	$3.83M	$0	1	0.14%	Maintained
406	Marshall Wace London, United Kingdom	$3.82M	-$21.9M	1	0.03%	Reduced
407	SCM Sandler Capital Management New York	$3.81M	+$3.72M	1	0.34%	New
408	TCM Timpani Capital Management Milwaukee, Wisconsin	$3.79M	-$146K	1	1.58%	Reduced
409	Bahl & Gaynor Cincinnati, Ohio	$3.78M	+$1.89M	1	0.05%	Increased
410	Synovus Financial Columbus, Georgia	$3.78M	+$212K	1	0.09%	Increased
411	Bridgeway Capital Management Houston, Texas	$3.77M	-$84.2K	2	0.05%	Reduced
412	DA Denali Advisors San Diego, California	$3.77M	-$1.15M	1	0.65%	Reduced
413	EI EAM Investors Solana Beach, California	$3.72M	-$128K	2	0.5%	Reduced
414	Huntington National Bank Columbus, Ohio	$3.72M	-$25.8K	3	0.07%	Reduced
415	LPL Financial San Diego, California	$3.69M	-$51.5K	4	0.03%	Reduced
416	FAT First American Trust Santa Ana, California	$3.68M	+$65.2K	1	1.14%	Increased
417	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.65M	+$787K	3	0.18%	Increased
418	MAP Moody Aldrich Partners Marblehead, Massachusetts	$3.59M	+$363K	2	2.32%	Increased
419	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.54M	-$134K	3	0.18%	Reduced
420	QS Investors New York	$3.54M	+$669K	3	0.03%	Increased
421	GHCM Glen Harbor Capital Management San Diego, California	$3.53M	+$3.44M	3	0.1%	New
422	Clifford Swan Investment Counsel Pasadena, California	$3.53M	-$385K	2	0.24%	Reduced
423	Advisors Asset Management Monument, Colorado	$3.51M	+$98.4K	3	0.06%	Increased
424	Virtu KCG Holdings New York	$3.49M	-$1.41M	5	0.09%	Reduced
425	CEP Chicago Equity Partners Chicago, Illinois	$3.46M	+$413K	1	0.09%	Increased