← 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	GCA Greenwood Capital Associates Greenwood, South Carolina	$3.36M	-$563K	1	1.08%	Reduced
427	EIM Essex Investment Management Boston, Massachusetts	$3.33M	-$58.3K	2	0.49%	Reduced
428	SAM Symphony Asset Management San Francisco, California	$3.3M	+$2.97M	1	0.31%	Increased
429	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$3.29M	+$189K	1	0.46%	Increased
430	QS Batterymarch Financial Management New York	$3.27M	-$158K	2	0.07%	Reduced
431	EWM Edge Wealth Management New York	$3.25M	-$426K	1	1.36%	Reduced
432	FMT First Mercantile Trust Cordova, Tennessee	$3.25M	-$1.14M	4	0.24%	Reduced
433	GL GLG LLC New York	$3.24M	+$3.18M	1	0.11%	New
434	SAM Securian Asset Management St Paul, Minnesota	$3.2M	+$7.74K	1	0.12%	Increased
435	Ameritas Investment Partners Lincoln, Nebraska	$3.18M	+$1.38M	2	0.25%	Increased
436	MIM Marco Investment Management Atlanta, Georgia	$3.17M	+$151K	1	0.66%	Increased
437	SCA Stonebridge Capital Advisors St Paul, Minnesota	$3.13M	+$3.07M	1	1.53%	New
438	GGHC Gilder Gagnon Howe & Co New York	$3.12M	+$3.06M	1	0.04%	New
439	IA Icon Advisers Greenwood Village, Colorado	$3.08M	$0	1	0.22%	Maintained
440	Carnegie Investment Counsel Pepper Pike, Ohio	$3.06M	+$1.84K	1	0.81%	Increased
441	SHA Smith Hayes Advisers Lincoln, Nebraska	$2.99M	+$68.2K	1	0.74%	Increased
442	Kentucky Retirement Systems Frankfort, Kentucky	$2.96M	+$16.5K	1	0.21%	Increased
443	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$2.95M	+$3.14M	1	0.02%	New
444	GIPM G2 Investment Partners Management New York	$2.92M	-$1.52M	1	1.08%	Reduced
445	BB&T Securities Richmond, Virginia	$2.88M	+$74.4K	1	0.07%	Increased
446	Prudential plc London, England, United Kingdom	$2.88M	+$118K	2	0.01%	Increased
447	Advisors Asset Management Monument, Colorado	$2.87M	+$468K	3	0.04%	Increased
448	IHL Investment House LLC Redondo Beach, California	$2.85M	+$1.95M	1	0.51%	Increased
449	Norinchukin Bank Tokyo, Japan	$2.83M	+$143K	1	0.08%	Increased
450	CAM Cubic Asset Management Boston, Massachusetts	$2.81M	-$22.1K	1	0.97%	Reduced