← 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	BFG Beacon Financial Group Dallas, Texas	$4.9M	-$51.1K	1	0.83%	Reduced
402	Advisor Group Phoenix, Arizona	$4.9M	-$79.8K	6	0.07%	Reduced
403	Nissay Asset Management Tokyo, Japan	$4.86M	+$26.9K	2	0.14%	Increased
404	GIM Goelzer Investment Management Carmel, Indiana	$4.86M	+$69.8K	1	0.57%	Increased
405	Axiom Investors Greenwich, Connecticut	$4.85M	-$1.57M	1	0.15%	Reduced
406	Intact Investment Management Montreal, Quebec, Canada	$4.83M	$0	1	0.17%	Maintained
407	Nordea Investment Management Stockholm, Sweden	$4.83M	-$1.44M	2	0.01%	Reduced
408	Brinker Capital Berwyn, Pennsylvania	$4.83M	+$384K	4	0.18%	Increased
409	CA Cullinan Associates Louisville, Kentucky	$4.81M	+$31.7K	1	0.37%	Increased
410	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$4.79M	-$2.16M	1	0.15%	Reduced
411	Employees Retirement System of Texas Austin, Texas	$4.79M	-$2.72M	3	0.06%	Reduced
412	CC Clearline Capital New York	$4.74M	+$5M	1	3.08%	New
413	Bragg Financial Advisors Charlotte, North Carolina	$4.73M	+$430K	1	0.67%	Increased
414	Capital International Los Angeles, California	$4.72M	-$496K	1	0.83%	Reduced
415	CC Cipher Capital New York	$4.72M	+$3.19M	2	0.98%	Increased
416	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$4.7M	-$66.3K	1	1.57%	Reduced
417	Fifth Third Bancorp Cincinnati, Ohio	$4.7M	-$522K	3	0.03%	Reduced
418	SG Americas Securities New York	$4.69M	+$630K	3	0.04%	Increased
419	First Citizens Bank & Trust Raleigh, North Carolina	$4.68M	+$105K	3	0.57%	Increased
420	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$4.67M	-$1.09M	2	0.03%	Reduced
421	AMG National Trust Bank Greenwood Village, Colorado	$4.66M	+$77.8K	1	0.29%	Increased
422	Pacer Advisors Malvern, Pennsylvania	$4.64M	+$3.25M	3	0.21%	Increased
423	Bank of Nova Scotia Toronto, Ontario, Canada	$4.64M	+$4M	2	0.03%	Increased
424	Brookstone Capital Management Wheaton, Illinois	$4.6M	-$698K	1	0.4%	Reduced
425	SGAM Steinberg Global Asset Management Boca Raton, Florida	$4.6M	+$86.9K	1	0.68%	Increased