← 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
426	Hancock Whitney Gulfport, Mississippi	$44.8M	-$8.43M	3	0.75%	Reduced
427	CIBC World Market Toronto, Ontario, Canada	$44.7M	+$1.72M	4	0.07%	Increased
428	Harvest Fund Management Beijing, China	$44.5M	+$21.6M	4	1.47%	Increased
429	Artemis Investment Management Edinburgh, United Kingdom	$44.3M	+$41.6M	1	0.39%	New
430	ING Group Amsterdam, Netherlands	$44M	+$37.6M	3	0.22%	Increased
431	BC BIT Capital Berlin, Germany	$44M	+$8.34M	1	1.3%	Increased
432	Oppenheimer & Co New York	$43.9M	+$2.31M	4	0.47%	Increased
433	Graham Capital Management Rowayton, Connecticut	$43.7M	+$31.3M	3	0.8%	Increased
434	AIM Avity Investment Management Greenwich, Connecticut	$43.6M	+$10.1M	1	2.78%	Increased
435	Trexquant Investment Stamford, Connecticut	$43.4M	-$9.08M	4	0.26%	Reduced
436	British Columbia Investment Management Victoria, British Columbia, Canada	$43.4M	+$2.08M	3	0.27%	Increased
437	CCM Corsair Capital Management New York	$43.2M	+$32.3M	1	5.4%	New
438	Royce & Associates New York	$43M	-$5.68M	3	0.35%	Reduced
439	Meyer Handelman Company Rye Brook, New York	$42.9M	-$1.28M	1	1.21%	Reduced
440	Macquarie Group Sydney, NSW 2000, Australia	$42.8M	+$3.96M	4	0.18%	Increased
441	Hantz Financial Services Southfield, Michigan	$42.6M	-$4.09M	4	0.58%	Reduced
442	Nordea Investment Management Stockholm, Sweden	$42.6M	+$31.8M	3	0.03%	Increased
443	Clearstead Advisors Cleveland, Ohio	$42.5M	+$1.23M	11	0.4%	Increased
444	CCP Clough Capital Partners Boston, Massachusetts	$42.3M	-$4.67M	3	3.45%	Reduced
445	Atlantic Union Bankshares Glen Allen, Virginia	$42.1M	+$479K	7	0.7%	Increased
446	M&T Bank Buffalo, New York	$41.8M	-$2.43M	5	0.12%	Reduced
447	BFG Bouchey Financial Group Troy, New York	$41.5M	+$38.6M	1	2.68%	New
448	Azimuth Capital Investment Management Bloomfield Hills, Michigan	$41.3M	-$10.4M	2	1.4%	Reduced
449	Donaldson Capital Management Evansville, Indiana	$41.1M	+$10.2M	2	1.17%	Increased
450	Guggenheim Capital Chicago, Illinois	$40.6M	+$3.74M	5	0.26%	Increased