← 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	Winton Group London, United Kingdom	$4.98M	+$4.47M	2	0.1%	Increased
402	Driehaus Capital Management Chicago, Illinois	$4.97M	-$3.44M	1	0.16%	Reduced
403	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$4.96M	+$39.3K	1	0.5%	Increased
404	Intact Investment Management Montreal, Quebec, Canada	$4.92M	-$599K	1	0.18%	Reduced
405	FNT First Nebraska Trust Lincoln, Nebraska	$4.91M	-$92.1K	1	0.86%	Reduced
406	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$4.91M	+$17.5K	1	0.14%	Increased
407	TAM Tiverton Asset Management Wilimington, Delaware	$4.91M	+$3.25M	3	0.18%	Increased
408	CC Cipher Capital New York	$4.89M	+$3.39M	1	0.41%	Increased
409	Mercer Global Advisors Denver, Colorado	$4.89M	+$273K	1	0.13%	Increased
410	Federated Hermes Pittsburgh, Pennsylvania	$4.87M	-$8.87M	3	0.01%	Reduced
411	Ameritas Investment Partners Lincoln, Nebraska	$4.77M	+$46.5K	4	0.22%	Increased
412	Rafferty Asset Management New York	$4.72M	+$284K	1	0.08%	Increased
413	Cullen Capital Management New York	$4.7M	-$267K	1	0.18%	Reduced
414	WTFG Wells Trecaso Financial Group Akron, Ohio	$4.69M	-$17.7K	1	3.86%	Reduced
415	JWM Jackson Wealth Management Lake Mary, Florida	$4.68M	+$222K	2	1.02%	Increased
416	Employees Retirement System of Texas Austin, Texas	$4.66M	-$80.9K	3	0.07%	Reduced
417	First National Trust Hermitage, Pennsylvania	$4.65M	+$475K	1	0.43%	Increased
418	FFBTD First Financial Bank - Trust Division Hamilton, Ohio	$4.61M	+$92.9K	1	0.7%	Increased
419	Nissay Asset Management Tokyo, Japan	$4.56M	-$305K	2	0.12%	Reduced
420	LNB Ledyard National Bank	$4.5M	-$26.8K	1	0.6%	Reduced
421	NCGI Next Century Growth Investors Plymouth, Minnesota	$4.48M	-$65.7K	1	0.56%	Reduced
422	RWA Wealth Partners Newton, Massachusetts	$4.47M	+$13.8K	1	0.48%	Increased
423	SCM Signia Capital Management Spokane, Washington	$4.47M	-$258K	1	5.58%	Reduced
424	DIP DT Investment Partners Chadds Ford, Pennsylvania	$4.41M	+$115K	1	0.61%	Increased
425	CCM Corsair Capital Management New York	$4.41M	+$597K	1	1.29%	Increased