← 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	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$4.19M	+$30.1K	3	0.2%	Increased
402	QS Investors New York	$4.17M	+$258K	2	0.04%	Increased
403	AMG National Trust Bank Greenwood Village, Colorado	$4.15M	-$263K	1	0.32%	Reduced
404	Driehaus Capital Management Chicago, Illinois	$4.12M	+$789K	2	0.14%	Increased
405	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$4.11M	+$3.83M	2	0.03%	New
406	FIM Freedom Investment Management Hartford, Connecticut	$4.1M	+$415K	2	0.24%	Increased
407	MCM Mitchell Capital Management Leawood, Kansas	$4.08M	+$3.92M	1	1.52%	New
408	CF CNA Financial Chicago, Illinois	$4.07M	-$536K	2	0.9%	Reduced
409	First Citizens Bank & Trust Raleigh, North Carolina	$4.05M	-$729K	3	0.49%	Reduced
410	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$4.04M	-$17.9K	3	0.2%	Reduced
411	FAT First American Trust Santa Ana, California	$4.03M	-$40.8K	1	1.23%	Reduced
412	SM Seminole Management New York	$4.01M	+$3.84M	1	0.74%	New
413	Clifford Swan Investment Counsel Pasadena, California	$3.99M	-$79.9K	2	0.26%	Reduced
414	Jane Street New York	$3.98M	+$1.23M	4	0.02%	Increased
415	AIA AGF Investments America Toronto, Ontario, Canada	$3.95M	+$3.8M	1	1.62%	New
416	ProShare Advisors Bethesda, Maryland	$3.95M	-$483K	3	0.04%	Reduced
417	Huntington National Bank Columbus, Ohio	$3.93M	-$169K	3	0.07%	Reduced
418	Capital Investment Advisors Atlanta, Georgia	$3.88M	+$939K	1	0.29%	Increased
419	HHC Hutchin Hill Capital New York	$3.83M	+$3.62M	1	0.1%	New
420	SAM Securian Asset Management St Paul, Minnesota	$3.8M	+$28.9K	2	0.1%	Increased
421	BOK Financial Tulsa, Oklahoma	$3.79M	+$386K	2	0.12%	Increased
422	IHL Investment House LLC Redondo Beach, California	$3.79M	+$8.74K	1	0.53%	Increased
423	SIC Schwartz Investment Counsel Plymouth, Michigan	$3.77M	-$2.13M	1	0.25%	Reduced
424	FNT First Nebraska Trust Lincoln, Nebraska	$3.77M	+$111K	1	0.84%	Increased
425	CIBC Asset Management Toronto, Ontario, Canada	$3.76M	+$17.5K	1	0.03%	Increased