← 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	Barings Charlotte, North Carolina	$3.82M	-$1.4M	2	0.07%	Reduced
402	Driehaus Capital Management Chicago, Illinois	$3.8M	-$6.12M	1	0.16%	Reduced
403	WhitTier Trust Company Reno, Nevada	$3.8M	+$164K	3	0.31%	Increased
404	Employees Retirement System of Texas Austin, Texas	$3.78M	$0	3	0.06%	Maintained
405	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.75M	+$3.98M	3	0.22%	New
406	RWA Wealth Partners Newton, Massachusetts	$3.71M	+$1.56M	1	0.49%	Increased
407	Fifth Third Bancorp Cincinnati, Ohio	$3.7M	-$2.44K	3	0.03%	Reduced
408	Nuveen Charlotte, North Carolina	$3.67M	-$1.14M	2	0.02%	Reduced
409	SCA Sage Capital Advisors Sioux Falls, South Dakota	$3.66M	-$22.3K	1	2.76%	Reduced
410	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$3.66M	+$3.99M	1	0.31%	New
411	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.64M	+$610K	1	0.34%	Increased
412	FNT First Nebraska Trust Lincoln, Nebraska	$3.63M	+$336K	1	0.74%	Increased
413	Brinker Capital Berwyn, Pennsylvania	$3.61M	-$791K	3	0.16%	Reduced
414	SAM Securian Asset Management St Paul, Minnesota	$3.6M	+$39.3K	2	0.1%	Increased
415	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$3.6M	+$8.82K	1	0.34%	Increased
416	AIM Arcadia Investment Management Kalamazoo, Michigan	$3.56M	-$265K	1	1.19%	Reduced
417	SCM Solas Capital Management Darien, Connecticut	$3.56M	+$4.33M	1	3.75%	New
418	JWM Jackson Wealth Management Lake Mary, Florida	$3.47M	-$119K	2	1.04%	Reduced
419	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.45M	-$301K	2	0.16%	Reduced
420	LNB Ledyard National Bank	$3.44M	+$194K	2	0.45%	Increased
421	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$3.44M	-$548K	1	0.6%	Reduced
422	Rafferty Asset Management New York	$3.44M	-$99.4K	1	0.08%	Reduced
423	Cullen Capital Management New York	$3.44M	$0	1	0.15%	Maintained
424	DIP DT Investment Partners Chadds Ford, Pennsylvania	$3.42M	+$37.2K	1	0.55%	Increased
425	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$3.39M	-$360K	3	0.19%	Reduced