← 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	AF Ally Financial Detroit, Michigan	$2.75M	$0	1	0.3%	Maintained
427	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$2.73M	+$1.23M	1	0.44%	Increased
428	Kentucky Retirement Systems Frankfort, Kentucky	$2.71M	+$2.64M	1	0.22%	New
429	IAM Impala Asset Management Palm Beach, Florida	$2.71M	+$2.64M	1	0.12%	New
430	Mirae Asset Global Investments Seoul, South Korea	$2.69M	+$303K	1	0.12%	Increased
431	FC Fiera Capital New York	$2.66M	-$336K	1	0.17%	Reduced
432	People's United Financial Bridgeport, Connecticut	$2.63M	+$963K	1	0.17%	Increased
433	MIM Marco Investment Management Atlanta, Georgia	$2.63M	+$2.56M	1	0.6%	New
434	Nippon Life Insurance Tokyo, Japan	$2.62M	-$39.7K	1	0.08%	Reduced
435	CAM Cubic Asset Management Boston, Massachusetts	$2.6M	-$15.1K	1	0.84%	Reduced
436	SC Skylands Capital Milwaukee, Wisconsin	$2.6M	-$175K	1	0.29%	Reduced
437	KAM Keeley Asset Management Chicago, Illinois	$2.55M	-$68.5K	1	0.05%	Reduced
438	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$2.51M	+$2.48M	3	0.29%	Increased
439	DekaBank Deutsche Girozentrale Frankfurt, Germany	$2.5M	-$5.08M	2	0.04%	Reduced
440	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$2.48M	+$2.38M	1	0.25%	New
441	Advisors Asset Management Monument, Colorado	$2.47M	-$663K	3	0.04%	Reduced
442	Norinchukin Bank Tokyo, Japan	$2.46M	+$95K	1	0.07%	Increased
443	DVM Dreman Value Management West Palm Beach, Florida	$2.44M	+$2.39M	1	0.22%	New
444	Curi RMB Capital Chicago, Illinois	$2.44M	+$16.7K	1	0.18%	Increased
445	Prudential plc London, England, United Kingdom	$2.42M	+$255K	2	0.01%	Increased
446	Donaldson Capital Management Evansville, Indiana	$2.41M	+$223K	1	0.51%	Increased
447	Central Trust Company Jefferson City, Missouri	$2.36M	+$1.21K	1	0.21%	Increased
448	Madison Investment Holdings Madison, Wisconsin	$2.36M	$0	1	0.05%	Maintained
449	SHA Smith Hayes Advisers Lincoln, Nebraska	$2.31M	-$158K	1	0.88%	Reduced
450	LMF LMR Master Fund Grand Cayman, Cayman Islands	$2.3M	-$3.56M	1	0.44%	Reduced